General S-REITs Discussion Thread

[assiak71]

The end of sreits in the covid new norm and rising interest rates?

 

[dappermen]

do u too -

high Yield% may nt mean gd!



esp FLCT cos they dont do annoncmts quarterly like some

 

[yumsang]

后生可畏 .....

 

[dappermen]

If only the investors hold on tight for these reits for past few days:
https://www.businesstimes.com.sg/real-estate/overseas-centric-reits-bulk-up-to-outmuscle-home-biasOverseas-centric Reits: bulk up to outmuscle home bias

Investors in real estate investment trusts (Reits) listed on the local bourse are also spoilt for choice but perhaps investors here can be bolder in acquiring a taste for Reits with foreign assets.
https://www.businesstimes.com.sg/life-culture/keep-calm-and-invest-away
E commerce still the way to go:
https://www.businesstimes.com.sg/li...utm_source=telegram&utm_medium=social-organic
& https://www.moomoo.com/en-sg/commun...&data_ticket=8cbaad1a972a1ae75b755cc96610ae20

 

[Euqorab]

If only the investors hold on tight for these reits for past few days:
https://www.businesstimes.com.sg/real-estate/overseas-centric-reits-bulk-up-to-outmuscle-home-biasOverseas-centric Reits: bulk up to outmuscle home bias

Investors in real estate investment trusts (Reits) listed on the local bourse are also spoilt for choice but perhaps investors here can be bolder in acquiring a taste for Reits with foreign assets.
https://www.businesstimes.com.sg/life-culture/keep-calm-and-invest-away
E commerce the way to go:
bt.sg/o4GN

Thanks for the insides

 

[dappermen]

i hve 0 of the top 3 mentioned , dont find them gd

 

[Notbbfa]

i hve 0 of the top 3 mentioned , dont find them gd

Mapletree Industrial Trust not good to you?

 

[homer123]

Mapletree Industrial Trust not good to you?

Not good enough at this price..

 

[Notbbfa]

Not good enough at this price..

What’s a good price for Mapletree Industrial Trust to you all?
Recently fell to $2.69 now up le

 

[homer123]

What’s a good price for Mapletree Industrial Trust to you all?
Recently fell to $2.69 now up le

I find reit investment is a number game very tied to interest rate. Generally, I will deem it too expensive if the yield is not much better than our cpf sa. However, Mapletree sponsor has been doing a great job growing its aum and improves its dpu.

 

[dappermen]

will deem it too expensive if the yield is not much better than our cpf sa.

agreed!!!!! + svc chg too




my biggest mistke is gettg MLT!!!!!!!!!!!!!!!!! it is Only @ my borderline ok range
as4 Mapletree Industrial Trust slightly Lower than borderline

a gd Reit Price Must be Able to withstand & proven with the mkt winds
& provide gd yield (nt keep Upping & then down dramatically!!!!) it should consistently grow slow too in terms of Price (an example of what not able to grow slowly yet only just henta kaki at the same point for more than 6mth is a huge failure…. Ark! ~ nota reit but just using it as an example of https://forums.hardwarezone.com.sg/threads/ark-invest-etfs.6353876/page-38 conceptually gd to buy but but…but not able to show results , not even by a bit … will deem it a huge failure!)

i dont just grab blindly when they r cheap ONLY, neither do i imitate the brokers' recommendatns too eg

pg2 - top yield which r gd , Apart from Sass, next will be Kepac ONLY & Most imptly none r Maple or the big Names too!!!!!!! & tie to China but nt the Caplan pls so Dont ask me why Mapletree Industrial Trust not good
https://mcusercontent.com/ccf83de3f...21/2021_10_SP__Monthly_Review_and_Outlook.pdf
lower than borderline but didnt fail w Poor fundamentals

I felt the recnt drop is due to All snatching @ a high pricg

Mapletree Industrial Trust not good to you?

 

[dappermen]

pg2 - top yield which r gd , Apart from Sass, next will be Kepac ONLY & Most imptly none r Maple or the big Names too!!!!!!! & tie to China but nt the Caplan pls so Dont ask me why Mapletree Industrial Trust not good
https://mcusercontent.com/ccf83de3f...21/2021_10_SP__Monthly_Review_and_Outlook.pdf

who holdg Sass & kepac or
UtdHampshReitUSD or ManulifeReit USD

i believed Many surely holds Frasers or Ascendas Reit

 

[Leaden]

Another s-reit etf incoming...
Donno what they are thinking.

CSOP IEDGE S-REIT LEADERS INDEX ETF
MAS OPERA Public Portal

Top 10 constituent
No. Stock Name Weighting (%)
1. Ascendas Real Estate Investment Trust 10.03
2. CapitaLand Integrated Commercial Trust 9.99
3. Mapletree Industrial Trust 9.96
4. Mapletree Logistics 9.65
5. Mapletree Commercial 8.50
6. Keppel DC REIT 8.39%
7. Frasers Logistics and Commercial Trust 6.28
8. Frasers Centrepoint Trust 5.93
9. Suntec Real Estate Investment Trust 5.11
10. Keppel REIT 4.15

 

[dappermen]

Everyone assumed and loved the yield by good etfs! The iedge didnt show steady performance in the first place

Csop not stoopid to try to start it when it is low!!! So long covid is not settled
I will not allow any retail or commercial to be in!!!! Maybe let them be the bottom 5???

I will not want keppel dc too
As well as
8. Frasers Centrepoint Trust 5.93
9. Suntec Real Estate Investment Trust 5.11

Esp all of u knw that those nt vacc cannot enter any malls or kopitiams/hawkers…places of interests etc

https://www.straitstimes.com/singap...19-will-no-longer-be-allowed-to-dine-in-enter

CSOP IEDGE S-REIT LEADERS INDEX ETF
MAS OPERA Public Portal

Wow u can really dig!



ara logos - must buy!

 

[Leaden]

Everyone assumed and loved the yield by good etfs! The iedge didnt show steady performance in the first place

Csop not stoopid to try to start it when it is low!!! So long covid is not settled
I will not allow any retail or commercial to be in!!!! Maybe let them be the bottom 5???

I will not want keppel dc too
As well as
8. Frasers Centrepoint Trust 5.93
9. Suntec Real Estate Investment Trust 5.11

Esp all of u knw that those nt vacc cannot enter any malls or kopitiams/hawkers…places of interests etc

https://www.straitstimes.com/singap...19-will-no-longer-be-allowed-to-dine-in-enter

Wow u can really dig!

Even if CSOP's etf comes out, unlikely I will buy, not diverse enough for me.

But I might give UOB a second look.
Their constituent seems a bit different from CFA. Nikko's CFA don't have japan and australia.

UOB APAC GREEN REIT ETF
MAS OPERA Public Portal

Top 10 constituent
Constituent Name Weight (%) Country
Scentre Group 7.45% Australia
Dexus 7.09% Australia
Mirvac Group 6.81% Australia
Link Real Estate Investment Trust 6.70% Hong Kong
Nippon Building Fund, Inc. 6.50% Japan
Stockland 6.08% Australia
GPT Group 4.97% Australia
Japan Real Estate Investment Corp. 4.62% Japan
CapitaLand Integrated Commercial Trust 4.26% Singapore
Mapletree Logistics Trust 2.51% Singapore

 

[yumsang]

Another s-reit etf incoming...
Donno what they are thinking.

CSOP IEDGE S-REIT LEADERS INDEX ETF
MAS OPERA Public Portal

Top 10 constituent
No. Stock Name Weighting (%)
1. Ascendas Real Estate Investment Trust 10.03
2. CapitaLand Integrated Commercial Trust 9.99
3. Mapletree Industrial Trust 9.96
4. Mapletree Logistics 9.65
5. Mapletree Commercial 8.50
6. Keppel DC REIT 8.39%
7. Frasers Logistics and Commercial Trust 6.28
8. Frasers Centrepoint Trust 5.93
9. Suntec Real Estate Investment Trust 5.11
10. Keppel REIT 4.15

nice combination

 

[dappermen]

UOB APAC GREEN REIT ETF
MAS OPERA Public Portal

Top 10 constituent
Constituent Name Weight (%) Country
Scentre Group 7.45% Australia
Dexus 7.09% Australia
Mirvac Group 6.81% Australia
Link Real Estate Investment Trust 6.70% Hong Kong
Nippon Building Fund, Inc. 6.50% Japan
Stockland 6.08% Australia
GPT Group 4.97% Australia
Japan Real Estate Investment Corp. 4.62% Japan
CapitaLand Integrated Commercial Trust 4.26% Singapore
Mapletree Logistics Trust 2.51% Singapore

this looked so gd!!!! esp green & sg investors only buy Sreits!!!!
definitely not when:

 

[dappermen]

despite changed fr retail to biz park.... & occupancy rates is ever-increasg but....
https://blog.seedly.sg/capitaland-c...0hEtC_IYjJHiBAWvKmrG92_hPfl4qjD6bnxu0JtO27XQI
its DPU didnt grow fine but More like a roller-coaster!!!!!!!!


Even a hafary who dealt w Properties’ reno….
Can provide an uprising in mkt prices
Do not look down on a penny stk
& pays 8% div yield (nt consistent though) - many of the major big reits cannot hor!!!!
I sold it too early , lol!!! Regretted! Sharing here for all to learn


https://www.sgx.com/securities/equities/5VS

 

[TehSi99]

Time to review the Reits holdings if you have any, to get rid of those less performing ones?

Interest rates increase coming end of the year.

 

[Sadisticnoob]

despite changed fr retail to biz park.... & occupancy rates is ever-increasg but....

its DPU didnt grow fine but More like a roller-coaster!!!!!!!!


Even a hafary who dealt w Properties’ reno….
Can provide an uprising in mkt prices
Do not look down on a penny stk
& pays 8% div yield (nt consistent though) - many of the major big reits cannot hor!!!!
I sold it too early , lol!!! Regretted! Sharing here for all to learn


https://www.sgx.com/securities/equities/5VS

FYI , I think Singapore hafary business getting better, they recently rented out 11 changi north way while keeping the main building outside.