General S-REITs Discussion Thread

[Andrew833]

I agree.
The data and info from the above site is generally correct and factual (so far).

I did help him to spot any error

 

[soneat]

I did help him to spot any error

Inevitable. But by far, he did a superb job. I was one of the first few users but no longer follow his FB page as there's too much spams.

 

[apriliasiao]

If you interest to learn more and want someone to do the hard work for you, check this blog.
https://reit-tirement.com/
He share his blogs in many platform and he is good.

Agreed. His dashboard is like godsend. damn useful.

 

[Andrew833]

Inevitable. But by far, he did a superb job. I was one of the first few users but no longer follow his FB page as there's too much spams.

True. You can find him in Investing Note, DW is there too. Me too.

 

[Andrew833]

Agreed. His dashboard is like godsend. damn useful.

Yea, save alot of time if want to compare REITs before buying 1.

 

[dappermen]

been eyeing EC!
https://www.reit-tirement.com/2021/12/logistics-reits-comparison-7-december.html

Kelv


MLT - he shortlist leh out of so many Reits/div stks!!!!!!!!!!! this is amazing
MIT & Ascendas, cict (but nt tht well-diversified) too woh

Using sgx stk screener too!

net profit eg 10% + Debt eqty 0-105 , he sets div yield of only 2-6% (too much No gd he claimed!)

I played with it mths ago too getting 11-10 stks

Trading Name

Trading Code

Mkt Cap ($M)

Tot. Rev ($M)

P/E

Yield (%)

Sector

Net Profit %

ROE %

Price/CF

Debt/Eqty

1-yr %Rev. Chg.

P/B

Mapletree Log Tr

M44U

9178.636​

592.5​

19.61​

3.71​

Real Estate

79.64​

8.18​

71.92​

17.71​

1.47​

CapLand IntCom T

C38U

14052.911​

1072.479​

14.64​

4.18​

Real Estate

78.73​

8.14​

16.57​

49.16​

0.97​

Frasers L&C Tr

BUOU

5617.791​

444.985​

8.15​

4.69​

Real Estate

113.91​

16.83​

11.08​

66.76​

0.97​

Global Inv

B73

263.748​

18.766​

17.33​

5.23​

Collective Investments

76.3​

4.53​

0​

0.75​

Starburst

40D

48.784​

21.772​

5.4​

5.32​

Industrial & Commercial Services

41.95​

33.6​

4.78​

67.26​

3.97​

Low Keng Huat

F1E

347.244​

73.351​

7.13​

5.32​

Industrial & Commercial Services

65.26​

7.21​

6.5​

119.92​

0.48​

ARA LOGOS Log Tr

K2LU

1276.153​

126.199​

5.99​

5.51​

Real Estate

158.69​

21.47​

6.36​

81.1​

11.97​

0.84​

ESR-REIT

J91U

1780.582​

236.01​

17.64​

5.93​

Real Estate

43.33​

5.55​

88.39​

-0.93​

0.87​

Ascendas-iTrust

CY6U

1682.271​

188.054​

12.88​

5.95​

Real Estate

75.05​

10.26​

11.87​

62.37​

-6​

1.21​

IREIT Global SGD

UD1U

743.303​

60.238​

14.49​

6.87​

Real Estate

52.14​

4.95​

65.33​

0.97​

Cromwell Reit EUR

CWBU

1409.613​

186.972​

16.23​

6.91​

Real Estate

42.45​

6.07​

62.67​

1.05​

Sabana Reit

M1GU

468.622​

76.53​

11.69​

7.03​

Real Estate

52.39​

7.36​

67.21​

3.6​

0.68​

Sasseur Reit

CRPU

1157.569​

131.722​

21.5​

7.37​

Real Estate

40.57​

4.79​

?

44.08​

14.62​

0.64​

EliteComREIT GBP

MXNU

313.457​

27.543​

14.68​

7.7​

Real Estate

51.08​

5.67​

50.06​

1.15​

KepPacOakReitUSD

CMOU

787.392​

137.473​

9.78​

8.28​

Real Estate

53.33​

9.58​

66.02​

2.09​

0.87​

Hotung Inv

BLS

184.203​

49.275​

6.66​

10.9​

Banking & Investment Services

56.23​

8.47​

6.56​

0​

0.65​

 

[Dividends Warrior]

Plife so expensive.

Yup, it is the only reit that is 'forever expensive'. People avoided it for years.

At $2, expensive.
At $3, expensive.
At $4, expensive.
At $5, expensive.

 

[dappermen]

Blackrock and gic are all big names and they r buying certain type of properties

The ans are obvious:
https://www.businesstimes.com.sg/co...ne-buys-gics-s205b-stake-in-logistics-venture

Not today, all along i trust they have it visionary-planned

Trading Name

Trading Code

Mkt Cap ($M)

Tot. Rev ($M)

P/E

Yield (%)

Sector

Net Profit %

ROE %

Price/CF

Debt/Eqty

1-yr %Rev. Chg.

P/B

Mapletree Log Tr

M44U

9178.636​

592.5​

19.61​

3.71​

Real Estate

79.64​

8.18​

71.92​

17.71​

1.47​

CapLand IntCom T

C38U

14052.911​

1072.479​

14.64​

4.18​

Real Estate

78.73​

8.14​

16.57​

49.16​

0.97​

Frasers L&C Tr

BUOU

5617.791​

444.985​

8.15​

4.69​

Real Estate

113.91​

16.83​

11.08​

66.76​

0.97​

Global Inv

B73

263.748​

18.766​

17.33​

5.23​

Collective Investments

76.3​

4.53​

0​

0.75​

Starburst

40D

48.784​

21.772​

5.4​

5.32​

Industrial & Commercial Services

41.95​

33.6​

4.78​

67.26​

3.97​

Low Keng Huat

F1E

347.244​

73.351​

7.13​

5.32​

Industrial & Commercial Services

65.26​

7.21​

6.5​

119.92​

0.48​

ARA LOGOS Log Tr

K2LU

1276.153​

126.199​

5.99​

5.51​

Real Estate

158.69​

21.47​

6.36​

81.1​

11.97​

0.84​

ESR-REIT

J91U

1780.582​

236.01​

17.64​

5.93​

Real Estate

43.33​

5.55​

88.39​

-0.93​

0.87​

Ascendas-iTrust

CY6U

1682.271​

188.054​

12.88​

5.95​

Real Estate

75.05​

10.26​

11.87​

62.37​

-6​

1.21​

IREIT Global SGD

UD1U

743.303​

60.238​

14.49​

6.87​

Real Estate

52.14​

4.95​

65.33​

0.97​

Cromwell Reit EUR

CWBU

1409.613​

186.972​

16.23​

6.91​

Real Estate

42.45​

6.07​

62.67​

1.05​

Sabana Reit

M1GU

468.622​

76.53​

11.69​

7.03​

Real Estate

52.39​

7.36​

67.21​

3.6​

0.68​

Sasseur Reit

CRPU

1157.569​

131.722​

21.5​

7.37​

Real Estate

40.57​

4.79​

?

44.08​

14.62​

0.64​

EliteComREIT GBP

MXNU

313.457​

27.543​

14.68​

7.7​

Real Estate

51.08​

5.67​

50.06​

1.15​

KepPacOakReitUSD

CMOU

787.392​

137.473​

9.78​

8.28​

Real Estate

53.33​

9.58​

66.02​

2.09​

0.87​

Hotung Inv

BLS

184.203​

49.275​

6.6​

Before that i wasnt holding to any ara logos or even Frasers logistics and MLT (a mistake though dont quite like it somehow)…still hve yet to get Ec and cromwell, kepac oak
While i alwys heard gd stuff abt healthcare reits, i m uncomfy into them

 

[Opps-gal]

Yup, it is the only reit that is 'forever expensive'. People avoided it for years.

At $2, expensive.
At $3, expensive.
At $4, expensive.
At $5, expensive.

That is why it is stuck in small quantity in my portfolio but I don't know how to add more.

 

[NinjaStars]

Yup, it is the only reit that is 'forever expensive'. People avoided it for years.

At $2, expensive.
At $3, expensive.
At $4, expensive.
At $5, expensive.

Pomelo price also go up every year.

 

[Vince@REIT-TIREMENT]

Thanks for compliment from Andrew, soneat and apriliasiao. Your comments make my day.

 

[soneat]

Thanks for compliment from Andrew, soneat and apriliasiao. Your comments make my day.

I was the guy who forecasted Prime's result on the FB page and was quite active giving comments initially. However, your FB page is flooded with too many spams - quite annoying actually.

Your website content is still good.

 

[Vince@REIT-TIREMENT]

I was the guy who forecasted Prime's result on the FB page and was quite active giving comments initially. However, your FB page is flooded with too many spams - quite annoying actually.

Your website content is still good.

Oh, I remember you. I think you refer to FB group instead of my FB page. Hmm, every time I saw those spam posts I would remove them immediately. Happen to other investment FB groups as well, can't seem to stop it as those spammers can just keep creating a new account. But I would check the group daily and remove any spam posts found.

 

[Shion]

S-Reits with healthcare and China assets outshine in November​

https://www.businesstimes.com.sg/co...lthcare-and-china-assets-outshine-in-november
GLOBAL Reit markets dipped over the last 3 sessions of November, as investors grappled with the unknowns of the Covid Omicron variant.

Similarly, the 3 sessions saw the iEdge S-Reit Index shave off 3.8 per cent in total returns, ending November with a 2.4 per cent decline.

The top 5 performers over the month of November were firstly, S-Reits with healthcare assets - First Reit (12.2 per cent in total returns) and ParkwayLife Reit (6.6 per cent) - and secondly, S-Reits with assets located in China - Sasseur Reit (4.7 per cent), EC World Reit (3.1 per cent) and BHG Retail Reit (2.9 per cent).

As uncertainty over the Omicron variant eased gradually, the iEdge S-Reit Index regained 1.2 per cent over the first 7 sessions of December, bringing its total returns since the start of November to a decline of 1.2 per cent.

S-Reits with healthcare and China-based assets continued to be the top performers over the extended period from the start of November to Dec 9, 2021.

These S-Reits were: First Reit (18.0 per cent in total returns), BHG Retail Reit (15.4 per cent), ParkwayLife Reit (8.9 per cent), Sasseur Reit (4.7 per cent) and Mapletree North Asia Commercial Trust (4.5 per cent).

First Reit, in its third quarter business update ended Sep 30, 2021, noted that it continued to see performance stabilising, following the restructuring of the master lease agreements for 14 Indonesia hospitals in January 2021 and its recapitalisation efforts in Q12021.

Last week, the trust also unveiled its 2.0 Growth Strategy, which includes diversifying into developed markets, strengthening of capital structure, reshaping of portfolio for capital-efficient growth as well as a pivoting to ride megatrends like ESG.

In line with its 2.0 Growth Strategy, First Reit announced the proposed acquisition of 12 nursing homes in Japan from its sponsor, OUE Lippo Healthcare for 24.2 billion yen.

Post-acquisition, First Reit will increase its exposure to developed markets, from 3.6 per cent of its asset value as at H12021, to 27.1 per cent on a pro forma basis.

Sasseur Reit declared distribution per unit (DPU) of 1.831 Singapore cents for Q32021, an increase of 13.4 per cent year on year.

The Reit manager noted that despite strict government regulations, the Reit's outlet sales grew 12.0 per cent quarter on quarter to 996.6 million yuan.

For the 9-month period ended Sep 30, 2021, Sasseur Reit's four outlets registered total sales of 3.02 billion yuan, representing an increase of 21.8 per cent compared to a year ago.

Similarly, EC World Reit announced higher DPU of 1.662 Singapore cents for Q32021, an increase of 19.7 per cent year on year.

Four out of EC World Reit's portfolio of 8 properties cater to the e-commerce logistics sector. The occupancy rate of its Wuhan Meiluote property increased from 79.4 per cent to 84.5 per cent, as it secured a 3-month lease starting Oct 1, 2021, in anticipation of the annual Singles Day sales.

As at Oct 31, 2021, EC World Reit's portfolio occupancy is 99.2 per cent. SGX RESEARCH

 

[dappermen]

gd to knw!!!
esp Sasseur!!! it is Nt evn in the " iEdge S-Reit Index " ! & no1 bothers w this Gem!


& only regret is nt yet get EC

still hve yet to get Ec etc

https://www.theedgesingapore.com/vi...sation/how-win-asia-pacific-consumers-new-era

 

[TehSi99]

gd to knw!!!
esp Sasseur!!! it is Nt evn in the " iEdge S-Reit Index " ! & no1 bothers w this Gem!


& only regret is nt yet get EC

Question is why.

See China Reits no up? Or people have interests to write only the big names?

 

[Dividends Warrior]

Pomelo price also go up every year.

Nice one! Haha! Pomelo is seasonal fruit.

 

[dappermen]

See China Reits no up? Or people have interests to write only the big names?

erm

i bought sasseur - nearly all my reits r cheena china
using cash and OA (more than 1yr ago)

nearly all sasseur!!!

V gd reits luv it!!!!!!!!!!!!


sasseur not as big names as Maple/ascendas or capita LAN

 

[TehSi99]

erm

i bought sasseur - nearly all my reits r cheena china
using cash and OA (more than 1yr ago)

nearly all sasseur!!!

V gd reits luv it!!!!!!!!!!!!


sasseur not as big names as Maple/ascendas or capita LAN

Good reits need not be big name.

 

[dappermen]

but many felt excited hearing just the "M" the "C"
the "A"
n i think many Luv k too the Keppel reits if not the KdC

I hve 0 A, 0 K too

i regretted holding some M now

i sold my capitaLan , really a Lan china trust, by mistake there is some not sold ( i think some bought by cash or cpf by mistakes) - i m sorry Luv china but not some from sgx
luv sasseur to the max , but its thread is so dead, like a pc of **** not sure why

i hve hardly heard any1 mentioned cromwell kepac Oak (though i have 0 K) here
not sure why
just very puzzled
but many cheong ah cheong
Cheong chong chiong for the PO by MLT as if God has scattered gold glitters for humankind (so sorry ie the Exact feeling of the mkt)
all discussing the god-send PO (preferential offering) by MLT 0O00OO0 https://forums.hardwarezone.com.sg/...stics-trust-official-sgx-m44u.3135013/page-93


I felt disgusting holding onto it
i didnt get any PO of MLT - just cos of its name and its offering price, i dont find it fascinating at all