General S-REITs Discussion Thread

[revhappy]

Actually such view is generic not only apply to S-Reit. It apply equally well to normal stock,ETF be it listed on SGX or US etc stock exchange.

The key difference is REIT are mandated to give out monies up to 90% whereas for normal stock,ETF it is entirely optional. This key difference is again why REIT found favour for some investors like me.

Yes, the only problem is REITs is a narrow sector and it is cyclical. In the US, most investors do index investing or more diversified investing. If someone is a 100% REIT investor, then I guess, there will be good time and there will be bad times. During bad times, have to endure the pain. Not sure if current bad times will stay for how long.

 

[sohguanh]

Yes, the only problem is REITs is a narrow sector and it is cyclical. In the US, most investors do index investing or more diversified investing. If someone is a 100% REIT investor, then I guess, there will be good time and there will be bad times. During bad times, have to endure the pain. Not sure if current bad times will stay for how long.

The generic advice is once again diversification. US index etf is deemed as diversified so there is no need to have REIT anyway but it does not convince all investors including me.

There are many ways to invest and REIT is only one of them. And likewise I believe index etf is also one of them and definitely not the only way either. My own opinion of cuz.

 

[limster]

The generic advice is once again diversification. US index etf is deemed as diversified so there is no need to have REIT anyway but it does not convince all investors including me.

In my edition of Malkiels Random Walk Down Wall Street , he mentions you should hold a diversified equities ETF like Russell 2000 (S&P 500 is good enough for SG investors who don't have a good Russell ETF option) and then adding REITs to diversify

 

[sohguanh]

In my edition of Malkiels Random Walk Down Wall Street , he mentions you should hold a diversified equities ETF like Russell 2000 (S&P 500 is good enough for SG investors who don't have a good Russell ETF option) and then adding REITs to diversify

The problem with some authors is they have a heavy US biased investment instrument example. Being a Sporean some of us feel more comfortable with SGX or China,HK markets. Some may complain SGX is useless as in cannot make monies long term but I guess it depends on each investor strategy. Analogy is cannot swim complain swimming trunk too big.

The world renowned Warren Buffet look at his holdings some stocks while not REIT do pay lotsa dividends. Not saying he is a dividend lover but it maybe coincidence his stock picks pay dividends then.

 

[homer123]

https://www.theedgesingapore.com/ne...biggest-protection-against-us-china-crossfire

Prof Kishore Mahbubani : "I will tell you a very personal story… I was recently given an investment product from a very good company. I trusted the company then, I trust it now; it’s called Manulife, an insurance company. They offered me a REIT a few years ago, [and] I invested $200,000 in it. As of today, I’ve lost 94%.”

Prof Kishore Mahbubani who previously served as Singapore’s Ambassador to the United Nations (UN) and President of the UN Security Council.

 

[sohguanh]

https://www.theedgesingapore.com/ne...biggest-protection-against-us-china-crossfire

Prof Kishore Mahbubani : "I will tell you a very personal story… I was recently given an investment product from a very good company. I trusted the company then, I trust it now; it’s called Manulife, an insurance company. They offered me a REIT a few years ago, [and] I invested $200,000 in it. As of today, I’ve lost 94%.”

Prof Kishore Mahbubani who previously served as Singapore’s Ambassador to the United Nations (UN) and President of the UN Security Council.

Why whack 200K ? That is a lot of capital throw in. No diversification ? I guess being a Prof give him some other simple knowledge I am not aware of? Maybe 200K is only a small drop in a big pool of monies he have since he is working as a Prof. So I guess lose monies is ok can easily recoup back through his profession. The same however cannot be said for another investor whose full-time profession is not a Prof or even politician for e.g or maybe only a retiree even

 

[homer123]

Why whack 200K ? That is a lot of capital throw in. No diversification ? I guess being a Prof give him some other simple knowledge I am not aware of? Maybe 200K is only a small drop in a big pool of monies he have since he is working as a Prof. So I guess lose monies is ok can easily recoup back through his profession. The same however cannot be said for another investor whose full-time profession is not a Prof or even politician for e.g or maybe only a retiree even

For him, probably is ignorance.. Even Master Leong whacked >300k on one stock Alibaba on margin and got force sell.. It is difficult to explain one action when it comes to investment..

 

[stanlawj]

Why whack 200K ? That is a lot of capital throw in. No diversification ? I guess being a Prof give him some other simple knowledge I am not aware of? Maybe 200K is only a small drop in a big pool of monies he have since he is working as a Prof. So I guess lose monies is ok can easily recoup back through his profession. The same however cannot be said for another investor whose full-time profession is not a Prof or even politician for e.g or maybe only a retiree even

That Prof probably has a 7-figure portfolio, so $200k is just 10% or less. Could be only a 10% loss or less.

 

[DevilPlate]

That Prof probably has a 7-figure portfolio, so $200k is just 10% or less. Could be only a 10% loss or less.

Adam Khoo total 12M portfolio.
200k is less than 2%

 

[DevilPlate]

For him, probably is ignorance.. Even Master Leong whacked >300k on one stock Alibaba on margin and got force sell.. It is difficult to explain one action when it comes to investment..

ML poor man relying on YT livestream tips whereas the other Prof duno how much total networth LoL

Chicken genius huat big big by all in Tesla.
Some whack crypto huat big big too.

All in or go home
Diversification is for idiots

 

[Dividends Warrior]

REITs roaring back?

 

[limster]

REITs roaring back?

I recently reminded myself that I had set a rule that any stock that I want to hold long term, I should have enough conviction to accumulate at least $50k of it.

If I cannot press 'buy' on the counter to accumulate $50k, then I should sell it since I don't have the conviction to buy.

So yesterday I bought 7,000 Frasers Logistics Trust @1.05 to bring my holding above 50k. Luckily I did that yesterday. Of course having said that, prices will crash below 1.00 shortly

 

[churnmaster]

I recently reminded myself that I had set a rule that any stock that I want to hold long term, I should have enough conviction to accumulate at least $50k of it.

If I cannot press 'buy' on the counter to accumulate $50k, then I should sell it since I don't have the conviction to buy.

So yesterday I bought 7,000 Frasers Logistics Trust @1.05 to bring my holding above 50k. Luckily I did that yesterday. Of course having said that, prices will crash below 1.00 shortly

You been buying since the 1.30s right . . This buy brings down your average buy price. Better chance of breaking even in the not so distant future.

 

[limster]

You been buying since the 1.30s right . . This buy brings down your average buy price. Better chance of breaking even in the not so distant future.

you probably got the wrong person. .... I like to buy stocks after a crash

I'm closer to $1.20 so still negative on this counter though, if dividends are excluded

For REITs, the key metric I am watching is the reduction in their earnings due to higher debt servicing costs and how it affects the passive income i receive from them. Luckily I am a believer in Euro & SG banks - if REITs have to pay banks more borrowing costs due to higher interest, then banks will earn more

 

[DevilPlate]

REITs roaring back?

Nobody knows lah….next mth oil price went up and then US CPI will bounce up again like roller coaster haha

 

[churnmaster]

you probably got the wrong person. .... I like to buy stocks after a crash

I'm closer to $1.20 so still negative on this counter though, if dividends are excluded

For REITs, the key metric I am watching is the reduction in their earnings due to higher debt servicing costs and how it affects the passive income i receive from them. Luckily I am a believer in Euro & SG banks - if REITs have to pay banks more borrowing costs due to higher interest, then banks will earn more

https://forums.hardwarezone.com.sg/...ussion-thread.4313167/page-308#post-148365179

Err ..... Yeah may be I read it wrongly

 

[sohguanh]

When I see this thread with more upbeat posts about REIT means it is time for me to stay put. Prices have gone up quite a bit compared to previous one or two month when I start accumulating. My only failure is to land some of the blue-chip REIT so close to 52 week low then bounce back up ***** but I will still continue DCA via the CLR, CFA, GRN, SRT as they move slower compared to individual REIT stock.

Also looking for next investment instrument as my T-Bill every 2 weeks matured.

 

[DevilPlate]

When I see this thread with more upbeat posts about REIT means it is time for me to stay put. Prices have gone up quite a bit compared to previous one or two month when I start accumulating. My only failure is to land some of the blue-chip REIT so close to 52 week low then bounce back up ***** but I will still continue DCA via the CLR, CFA, GRN, SRT as they move slower compared to individual REIT stock.

Also looking for next investment instrument as my T-Bill every 2 weeks matured.

Just stick to DCA and your allocation…..stick to it is the hardest thing to do especially during a uptrend

I tend to sell during an uptrend…..

Me only accumulated about 60% so far

Once CLR and CFA go above 90cts…..will be very hard for me to press buy button liao

 

[Dividends Warrior]

MLT Scrip price is juicy

 

[demoforce1]

MLT Scrip price is juicy

but not enough to get 1 lot