General S-REITs Discussion Thread

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TehSi99

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stanlawj said:
My wife's account just bought the dip in CFA, the first 50% of the bullet. Was late to the REITS party. Another 50% reserve for later see if it drops some more end of Oct.
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If no interest rate cut, then reits prices will drop. Maybe it is political.

But i am sure interest rate will come down.
 
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stanlawj

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TehSi99 said:
If no interest rate cut, then reits prices will drop. Maybe it is political.

But i am sure interest rate will come down.
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The Fed will cut their FFR interest rate slowly. The GDP growth of US is fake, debt financed. Now the debt cannot expand so fast anymore, hence unemployment is rising. My main concern now is the Japanese govt bond yields will be rising in 2025. I wonder how it will affect Asia REITS.
 
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TehSi99

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stanlawj said:
The Fed will cut their FFR interest rate slowly. The GDP growth of US is fake, debt financed. Now the debt cannot expand so fast anymore, hence unemployment is rising. My main concern now is the Japanese govt bond yields will be rising in 2025. I wonder how it will affect Asia REITS.
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Nothing is real.
 
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TehSi99

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ctan84 said:
Still a long way to go b4 it can reach July's lows. Even Capland China ran up so much.
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The recent ran up is from interest rate cut and China announcement of stimulus.
If pullback occurs, will add some. It would be interesting to see the coming results vs stock price.
 
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ctan84

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TehSi99 said:
The recent ran up is from interest rate cut and China announcement of stimulus.
If pullback occurs, will add some. It would be interesting to see the coming results vs stock price.
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Tmr china got stimulus meeting/announcement right? So more run ups loh
 
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sky1978

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TehSi99 said:
If no interest rate cut, then reits prices will drop. Maybe it is political.

But i am sure interest rate will come down.
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The rates important to REITs are the swap rates because those are the rates where they hedged their interest cost.

Without access to the bank's dealing desk, the closest reference rate to the swap rate is the government bonds yield, e.g. the 2 to 5-year rates. For SG, the lowest that the 2/5 year govt bond yields have gone was around 2.30% last month and have now risen back to around 2.80%. Anyone who entered a 2 or 5-year swap last month at those levels will be paying 2.30% + margin instead of SORA + margin.
 
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