General S-REITs Discussion Thread

[athulican]

In 2010, I was just "testing waters" with my dividend investing strategy since I was still a newbie.

In 2011, there were so many events that gave me excellent opportunities to buy telcos and REITs.
-Japanese earthquake/tsunami/nuclear contamination,
-Euro Debt Crisis in PIGS,
-Arab Spring,
-US debt ceiling fight and subsequent rating downgrade.

All these events allow me to deploy most of my salary and bonuses to build up my dividend portfolio. 2011 was a super volatile year.

That's why u see such a big jump in my passive income.

No went through 2008 no talk.

 

[Dividends Warrior]

No went through 2008 no talk.

I really want 2008 to happen again. Preferably next year.

 

[Dyhalt]

wow 17%. I was not there in the market at that point in time. anyone caught some high yield stocks then care to share the experience?

There were opportunity everywhere in the stock market back in 2008, my company's stock price has risen 5x from its 2008 low and its normal for other stock to have risen in a range of 3x ~4x from its low till today.
(With exceptions like SMRT and such which were praised as SAFE HEAVEN back then... if you did buy your SAFE are probably in HEAVEN now)

My hands were trembling when Suntec REITS unit price broke 60 cents in early 2009... but I only start to load up after its price recovered to around 80 cents and bought most in the $1 range.

Nobody was interested in REITS back then.. it was something very new.

 

[bhalimking]

Bcos stock price is forward looking. Now not affected dosnt mean 3 years or 5 years later still not affected. When interest rate rise, it loses the opportunity to refinance with cheaper loan. new debt needed to finance future expansion plan might also be affected, slowing growth of the REIT.

Yield spread could also force the price of dividend paying stock down

I recently did an consolidation for the effective interest rates for all the REITS in Singapore. Note that the new listed REITS are mostly the ones with the lowest effective interest rates.

A Path to Forever Financial Freedom (3Fs): Is this the end for REITS?

 

[Lasogette]

I really want 2008 to happen again. Preferably next year.

hehe dw i sent u a pm

 

[thengyee]

sorry but just to check, is the REITS CD Tracking thread still alive? cant seem to find it

 

[Carnesir]

sorry but just to check, is the REITS CD Tracking thread still alive? cant seem to find it

Reits died after may after bernake said those things..

Nevertheless still an integral part of my investment portfolio. But looking out for other stable counters too!

 

[Dividends Warrior]

sorry but just to check, is the REITS CD Tracking thread still alive? cant seem to find it

No worries. Every 3 months, Paul and Addict will revive the thread again.

 

[Dividends Warrior]

hehe dw i sent u a pm

Received. I will reply u tonight.

 

[teerance85]

Cant wait for the FED meeting to take place. I know im bad for saying this, but i hope Reits will drop and i would get them on a cheap.

 

[boiboi123]

Cant wait for the FED meeting to take place. I know im bad for saying this, but i hope Reits will drop and i would get them on a cheap.

everyone likes a cheap buy!

 

[teerance85]

Divested 1 of my holdings and has been saving aggressively since June. Now warchest is hungry for more food.

 

[Opps-gal]

Divested 1 of my holdings and has been saving aggressively since June. Now warchest is hungry for more food.

How much to keep for warchest?

 

[teerance85]

My warchest around 15k for investments. Although not much, but i gather it's decent enough to scoop some reits. Im working towards getting constant dividends. House is gonna be rdy in 2016. So from now till 2016, gonna scoop some reits or dividends playing stocks. So by the time my house is ready, i do hope that my dividends accrued can be used to cushion some household expenses.

 

[Tiongz]

Cant wait for the FED meeting to take place. I know im bad for saying this, but i hope Reits will drop and i would get them on a cheap.

IMO don't think will drop much or even at all.. Summers no longer running, Yellen is miniBen, tapering shpuld be minimized in the near the term..

 

[bukitview]

Tonite seems to be the unravelling of the past 3 months of volatility

 

[Carnesir]

Tonite seems to be the unravelling of the past 3 months of volatility

Nope. It gonna drag.. All the way till 2014

 

[eveee99]

IMO don't think will drop much or even at all.. Summers no longer running, Yellen is miniBen, tapering shpuld be minimized in the near the term..

There are other issues to be concerned about ... Germany's election and the US debt ceiling .... October could be another month for good buys ...

 

[eveee99]

Nope. It gonna drag.. All the way till 2014

So, the best buys would probably be in 2014 .... got time to increase warchest

 

[Dyhalt]

IMO don't think will drop much or even at all.. Summers no longer running, Yellen is miniBen, tapering shpuld be minimized in the near the term..

I would agree with you under normal circumstances, but when Summer declare that he is no longer running on a Sunday just before Asia market opens... then its totally different.

<I have my warchest ready to buy on price weakness>
S-Reits of personal interest : First REITS, Lippo Mall, Suntec & Soilbuild