General S-REITs Discussion Thread

[elvintay07]

REITs market is running on hype
when reality hits
We will see who is swimming nude

Hit simi?

 

[thretiredDad]

Hit simi?

However, the underperformance of S-REITs vs STI during 2H24 Fed cuts is a reminder that rallies for some laggards over recent weeks may not be sustained if they report falling DPU and see cuts to consensus estimates. This should lead to diverging performance heading into 2026

 

[DevilPlate]

However, the underperformance of S-REITs vs STI during 2H24 Fed cuts is a reminder that rallies for some laggards over recent weeks may not be sustained if they report falling DPU and see cuts to consensus estimates. This should lead to diverging performance heading into 2026

This time is different lol

However only scared major recession HIT

Looks like past few mth Sreits rally is quite a hated recovery?
*copy Tom Lee

 

[highsulphur]

My CFA definitely has under performed vs STI. I bought on expectations of interest rate cuts but I guess market is always smarter. Anyway it is my first entry into reits and I shall consider it as a form of diversification

 

[DevilPlate]

My CFA definitely has under performed vs STI. I bought on expectations of interest rate cuts but I guess market is always smarter. Anyway it is my first entry into reits and I shall consider it as a form of diversification

For me i want the cashflow to fund my lifestyle…..Mix it up with lower yielding bonds to create a balance.

I intend to subscribe to LionGlobal short duration etf as i have some upcoming endowments maturing liao

Not a good time to buy into bond fund but not much choice….at least this one shorter duration 2y+.
Suay suay interest rate spike up again and js thong for 2y+ and their underlying bonds will be recycled into higher yielding bonds.

A35/MBH higher risk to add/buy now imo.

 

[TehSi99]

MINT cui liao

I have let go this reit at breakeven with dividends. This is one of my longest holding in my portfolio. From rights till today's price, it has fallen much. Finally see opportunity to let go. Of course, I have incurred opportunity cost over the years.

 

[limster]

For me i want the cashflow to fund my lifestyle…..Mix it up with lower yielding bonds to create a balance.

I intend to subscribe to LionGlobal short duration etf as i have some upcoming endowments maturing liao

Not a good time to buy into bond fund but not much choice….at least this one shorter duration 2y+.
Suay suay interest rate spike up again and js thong for 2y+ and their underlying bonds will be recycled into higher yielding bonds.

A35/MBH higher risk to add/buy now imo.

Like I mentioned before, LionGlobal All Seasons standard has better Sharpe ratio than the LG Short duration unit trust (which is basically the ETF, though ETF expected to have lower management fee).

The Amova short term SGD Fund is another alternative.

 

[DevilPlate]

Like I mentioned before, LionGlobal All Seasons standard has better Sharpe ratio than the LG Short duration unit trust (which is basically the ETF, though ETF expected to have lower management fee).

The Amova short term SGD Fund is another alternative.

I js prefer etf and wana held under CDP

 

[limster]

I am feeling more optimistic about REITs, especially FLCT being able to touch $1.00 by end of this year. Will continue to buy a little every month while under $1.

My no.2 pick to buy a little each month is Ascott - HMN, despite its US holdings, as people still seem to be travelling. Airbnb has found a niche but no total destruction of the hotel/service apartment industry yet.

 

[elvintay07]

How all the REITs huat kuey? Cheong liao now got 10-20% buffer. Later you see all the clowns cheong in to buy, that is your buffer to ride until the next crash. In between 5-10 years of free dividend. Huat ah!

 

[addict951]

Waiting’s for bb to take down Suntec 1.35!

 

[thretiredDad]

Up 1 day down 4 days continues

 

[lunafan]

How all the REITs huat kuey? Cheong liao now got 10-20% buffer. Later you see all the clowns cheong in to buy, that is your buffer to ride until the next crash. In between 5-10 years of free dividend. Huat ah!

the clowns cheong in to buy at high price, then come to forum and complain over the next few years that “REITs cannot make money” …..

 

[DevilPlate]

Up 1 day down 4 days continues

U sold all reits liao si ma?

 

[DevilPlate]

the clowns cheong in to buy at high price, then come to forum and complain over the next few years that “REITs cannot make money” …..

Now imo not high not low…..slightly undervalued.
CFA/CLR ~90c would be my fair value imo nia.

Let say 2026, no global R and Fed continue to cut their FFR till 2.5-3%, then revalue to $1-1.1

 

[DriftKing]

Many industrial, DC REIT moving down quickly today.. should have sold at yesterday

 

[DevilPlate]

Many industrial, DC REIT moving down quickly today.. should have sold at yesterday

Hmm why u “trading” Sreits?

 

[Shion]

Anyone preparing to subscribe to Centurion REIT ?

 

[Euqorab]

Anyone preparing to subscribe to Centurion REIT ?

When can press button?

 

[lunafan]

Now imo not high not low…..slightly undervalued.
CFA/CLR ~90c would be my fair value imo nia.

Let say 2026, no global R and Fed continue to cut their FFR till 2.5-3%, then revalue to $1-1.1

True, viewing the REIT ETF it isn’t high
but some of the individual bluechip reits are kinda expensive now