General S-REITs Discussion Thread

[dominion23]

thanks for the advice, i was thinking of buying 1 lot(100 share)of Es3 ,A35 and 1 reitz per month.

just started this month, i bought 1 lot of ES3 and A35 already. This are using my spare cash , just thought of slowling growing my savings in the long run.I was thinking adding reitz to diversify by abit..

how does a35 work?

 

[Paul Lee]

DW is hardly the be all and end all in REIT investing. Frankly speaking he is actually quite late to the game and truth be told, a big part of his success was due to his impeccable timing in which he bought most of his REITs post-GRC. Of cos he did his homework and he bought well-managed REITs. So I'm not saying his success was blind luck but a result of the work he put into researching the REITs he was buying.

REITs has been around since 2003/2004. Some of us has been into REIT long before DW comes along. Just because we dun trumpet our shareholdings on a blog does not makes us any less REIT investor.

I said it before and I will say it again. Anyone trying to replicate DW's success by going into REITs blindly now is asking for trouble. You wont be able to see the sort of capital gains that those of us who bought during the post-GFC great SGX sale.

 

[havetheveryfun]

But i thought DW sold some of his holdings to raise liquidity for his tuition business, but not about the Reits issue?

i would say its a bit of both. because he is still keeping a few stocks, but none of them are reits

 

[tiny]

Haha, don't worry, there will be re-bounce after the initial sell down. Can pick up more of your favourites. Reits would rise with economy. Especially the better ones.

Camping for discounts for FCT, Starhill and CMT

 

[felixleong]

i would say its a bit of both. because he is still keeping a few stocks, but none of them are reits

yup he still has

STE
SCI
RMG
SS

think he added more SCI and RMG this year too

 

[Perisher]

i have reduced my exposure on reits since last month.
on the lookout for a good price to sell FCT.
first reits seems like on some growth momentum, so will keep it for the moment.

appreciate your warning but as i know both of us still have vested interest, i'm talking more about the non vested personal instead.

Ya, I reduced my exposure but I still have CMT, FCT, AIMS, CACHE, Keppel DC, MINT. Mostly green except 2 counter, who wanna guess which 2?

 

[havetheveryfun]

Ya, I reduced my exposure but I still have CMT, FCT, AIMS, CACHE, Keppel DC, MINT. Mostly green except 2 counter, who wanna guess which 2?

cache and mint

 

[Perisher]

Cache is -13%, MINT is +22% to date. Excluding the lastest dividends.

 

[Tuckie]

Cache and aims, industrial counters. Dividend can't cover capital losses

 

[Perisher]

Cache and aims, industrial counters. Dividend can't cover capital losses

Bingo. AIMS -3%, clawed back all the way from -20%. =)

 

[simon_84]

Cache and aims, industrial counters. Dividend can't cover capital losses

actually can cover for cache, i remembered i bought it at 1.29
if hold for 2 years sure can cover but decide to reduce my pain.

 

[simon_84]

Ya, I reduced my exposure but I still have CMT, FCT, AIMS, CACHE, Keppel DC, MINT.

at the Q2 of 2013, i used to have CMT, FCT, first reit, suntec, MCT, MIT, MLT.
eventually cut all maples and cache.
just got rid of suntec and CMT recently.

i think is good practice to take profit especially when div yield has been compressed due to share price appreciation.

 

[Asphodeli]

Still have my REITs from the Great Financial Crisis Sale not selling

Sent from Sony D5833 using GAGT

 

[wahkao3]

Still have my REITs from the Great Financial Crisis Sale not selling

Sent from Sony D5833 using GAGT

dividend yield at cost is 15%

 

[winguy]

Anything for reits in budget 2015?

Btw when are the proposals mentioned in the MAS whitepaper for reits going to take effect?

 

[felixleong]

Still have my REITs from the Great Financial Crisis Sale not selling

Sent from Sony D5833 using GAGT

I hold starhub 6 years liao

10% yield on cost, still not selling ^_^

however in the past starhub was a big part of my portfolio

now forms very small part liao, as over the years I put my $$ into other stocks

 

[felixleong]

Anything for reits in budget 2015?

Btw when are the proposals mentioned in the MAS whitepaper for reits going to take effect?

Should come soon le, see they will extend another 5 years the tax benefits for reits or not

likely will ba

 

[endlssorrow]

Camping for discounts for FCT, Starhill and CMT

How much u looking for each

 

[Asphodeli]

I hold starhub 6 years liao

10% yield on cost, still not selling ^_^

however in the past starhub was a big part of my portfolio

now forms very small part liao, as over the years I put my $$ into other stocks

Yeah I need to pare down my REIT exposure, or at least diversify to logistics or something else

Sent from Sony D5833 using GAGT

 

[felixleong]

How much u looking for each

I waiting for CMT too, at $2

the book value is only around $1.80

dun want to pay too much a premium