[Official] REITs CD tracking thread

[luvwings]

nice i also vested 2 lots for this. slowly building my portforlio

 

[Dividends Warrior]

CACHE result announcement date: 22 April

First REIT result announcement date: 14 April

 

[Bedokian]

CD season starting.

Below are the dates, courtesy of reitdata.com:

9 Apr 15 : Keppel DC REIT (Updated)

13 Apr 15 : SPHREIT

14 Apr 15 : FirstREIT

20 Apr 15 : Sabana

20 Apr 15 : MLT

21 Apr 15 (AM) : CMT

21 Apr 15 : MIT

22 Apr 15 (AM) : Cambridge

22 Apr 15 : MCT

22 Apr 15 : CLT

22 Apr 15 : FCT

23 Apr 15 : MGCT

23 Apr 15 : A-RET

23 Apr 15 : AscottREIT

23 Apr 15 : FCOT

24 Apr 15 : CRCT

29 Apr 15 (AM) : PLife

 

[Dividends Warrior]

CD season starting.

Below are the dates, courtesy of reitdata.com:

Beautiful! Thanks.

 

[Squaredot]

SPH REIT Q2 DPU 1.4c
XD 17/4/2015
Payment date 15/5/2015

 

[flyfox]

CACHE result announcement date: 22 April

First REIT result announcement date: 14 April

Cant wait for First REIT's results tmr!

More money, although most likely i ll do the DRIP..hehe !!

 

[Squaredot]

First Reit Q1 DPU 2.06c
XD 20/4/2015
Payment date 29/5/2015

 

[Bedokian]

Latest announcement dates from reitdata.com, seems like they had left out some REITs for 13 April in their previous list.

9 Apr 15 : Keppel DC REIT (Updated)

13 Apr 15 : SPHREIT (Updated)

13 Apr 15 : KeppelREIT (Updated)

13 Apr 15 : KIT (Updated)

13 Apr 15 : SB REIT (Updated)

14 Apr 15 : FirstREIT (Updated)

20 Apr 15 : Sabana

20 Apr 15 : MLT

21 Apr 15 (AM) : CMT

21 Apr 15 : MIT

22 Apr 15 (AM) : Cambridge

22 Apr 15 : MCT

22 Apr 15 : CLT

22 Apr 15 : FCT

23 Apr 15 : MGCT

23 Apr 15 : A-RET

23 Apr 15 : AscottREIT

23 Apr 15 : FCOT

23 Apr 15 : Suntec

24 Apr 15 : CRCT

29 Apr 15 (AM) : PLife

29 Apr 15 : CDL H-Trust

14 May 15 (AM) : CRT

Updates of DPU can be seen at the table in reitdata.com.

Disclaimer - I am not affliated to the site, but I find it useful.

 

[Maeda_Toshiie]

What is the current view on Ascendas Hospitality Trust? The price is quite low right now. What about Frasers Hospitality Trust?

What I mean is, if I am not vested, would it be a good or bad thing to buy either?

 

[iamverybuaysong]

Still holding to 20 lots of soilbuild REIT. Has been decent for the past 1-2 years.

 

[Bedokian]

What is the current view on Ascendas Hospitality Trust? The price is quite low right now. What about Frasers Hospitality Trust?

What I mean is, if I am not vested, would it be a good or bad thing to buy either?

Do note that hospitality trusts are very volatile, as they are the first tier of indicators on the market situation.

If you cannot stomach the volatility, retail and/or commercial REITs are the next best thing.

Caveat emptor.

 

[simon_84]

Do note that hospitality trusts are very volatile, as they are the first tier of indicators on the market situation.

If you cannot stomach the volatility, retail and/or commercial REITs are the next best thing.

Caveat emptor.

agree after hospitality, the next that get hit is industrial, commercial then follow by retail and finally healthcare.

however, if the yield is really too tempting, there are some risk management ways to invest in any hospitality reits.

1. try to purchase as low as possible (52 weeks low), wait for price to dip and stabilized first before deciding, use charts to determine the trend first. if the downtrend is too obvious then wait for the chart to provide some signals, no doubt it will be too slow in terms of price movement but hey is a way to safe guard your entry price without getting into the trap of purchasing a falling knife counter.
i ever got hit by this effect on purchases such as m1 and SPH.

2. don't allocate too much portion on your portfolio to this sector, ideally try to keep less than 10,000 shares. no doubt is cheap (less than 1 dollar) and one would have to temptation to buy more but think of the potential downside first.

3. if you're already an investor, at the first sight of trouble, set a stop loss and get out first cause you will never know how low it will dip especially when you have limited funds and do not want to continue to average down on a stock that is pessimistic on outlook in the hotel industry.

these are some of the methods i would use when dealing with reits of uncertain outlook however do note that i'm not vested in hospitality reits.
so do take the comments with a heavy pinch of salt.

lastly, an easier way is that one can avoid all these risk management scenarios is to stay away from hospitality reits.

 

[Maeda_Toshiie]

Do note that hospitality trusts are very volatile, as they are the first tier of indicators on the market situation.

If you cannot stomach the volatility, retail and/or commercial REITs are the next best thing.

Caveat emptor.

I assume the volatility is in both the prices and dividends...?

agree after hospitality, the next that get hit is industrial, commercial then follow by retail and finally healthcare.

however, if the yield is really too tempting, there are some risk management ways to invest in any hospitality reits.

1. try to purchase as low as possible (52 weeks low), wait for price to dip and stabilized first before deciding, use charts to determine the trend first. if the downtrend is too obvious then wait for the chart to provide some signals, no doubt it will be too slow in terms of price movement but hey is a way to safe guard your entry price without getting into the trap of purchasing a falling knife counter.
i ever got hit by this effect on purchases such as m1 and SPH.

2. don't allocate too much portion on your portfolio to this sector, ideally try to keep less than 10,000 shares. no doubt is cheap (less than 1 dollar) and one would have to temptation to buy more but think of the potential downside first.

3. if you're already an investor, at the first sight of trouble, set a stop loss and get out first cause you will never know how low it will dip especially when you have limited funds and do not want to continue to average down on a stock that is pessimistic on outlook in the hotel industry.

these are some of the methods i would use when dealing with reits of uncertain outlook however do note that i'm not vested in hospitality reits.
so do take the comments with a heavy pinch of salt.

lastly, an easier way is that one can avoid all these risk management scenarios is to stay away from hospitality reits.

1. Yeah, that's why I have been looking at the price history of Ascendas H, which is pretty low at this point and staying there. That created some doubts for me, as in if the price will fall further. While my aim in buying REITs is to hold for dividends, excessive falls in share prices can easily wipe out a few years worth of dividends. I don't have a significant portion (<50%) of my money vested, so I can afford to hold long term, but I have seen some counters not recovering even after >5 years.

2. That's true.

3. Yeah. Averaging makes sense if you are talking about blue chips and other more "stable" industries. Fast moving technology based markets can easily leave (local) companies in the dust (eg. Creative and Hyflux).


I do have some OUE on hand (from IPO), which I am actually inclined to sell in the near term, given the current rise in prices. OTOH, the low price of Ascendas H is attractive but I wonder if it indicates anything bad about it... IIRC, the majority of Ascendas H's properties are in Australia.

 

[Tornesoul]

I assume the volatility is in both the prices and dividends...?



1. Yeah, that's why I have been looking at the price history of Ascendas H, which is pretty low at this point and staying there. That created some doubts for me, as in if the price will fall further. While my aim in buying REITs is to hold for dividends, excessive falls in share prices can easily wipe out a few years worth of dividends. I don't have a significant portion (<50%) of my money vested, so I can afford to hold long term, but I have seen some counters not recovering even after >5 years.

2. That's true.

3. Yeah. Averaging makes sense if you are talking about blue chips and other more "stable" industries. Fast moving technology based markets can easily leave (local) companies in the dust (eg. Creative and Hyflux).


I do have some OUE on hand (from IPO), which I am actually inclined to sell in the near term, given the current rise in prices. OTOH, the low price of Ascendas H is attractive but I wonder if it indicates anything bad about it... IIRC, the majority of Ascendas H's properties are in Australia.

u mean OUEHT? OUE CT? or just oue?

in your first point u stated that u aimed to hold for dividends, but in ur last sentence u wanted to sell for capital gains.


Actually what are the reasons for commercial reits to be more defensive than industrial?

hospitality - shortest lease from tenants (tourists) / cyclical on economy

would the development of office buildings in the marina bay area be a problem in the future?

 

[Maeda_Toshiie]

u mean OUEHT? OUE CT? or just oue?

in your first point u stated that u aimed to hold for dividends, but in ur last sentence u wanted to sell for capital gains.

OUE HT.

Well, if the REIT's price goes significantly higher than my purchase price (say >30% gain), I'd gladly sell it and only buy back if the price goes back down. OTOH, if the REIT's price stays steady, why sell? The point is, if capital gains are substantial, converting them should be considered.

Actually, the price rise in OUE is not great, but if volatility is high and if there is a significant risk of a substantial dip well below my original purchase price, then I'd consider letting go. Otherwise, I'd hold long term.

Taking a look at Sabana or Ascendas H, both have seen substantial loss in terms of price. Sabana is probably worse due to lowering of dividends. I won't want the capital loss to wipe out a few years of dividends. On the other hand, some of the Mapletree REITs have seen 40% or more gains. Letting them go may not be a bad idea.

 

[Bedokian]

I assume the volatility is in both the prices and dividends...?

Both, in a way. Price is always determined by market sentiment, even though there is NAV determining the real price. Dividends would depend on the occupancy rate and this in turn is affected by market situation.

 

[JustTrade]

Pending updates on Sabana and MLT~

 

[pcmdan]

Vested in CCT today at 1.705

 

[MikeL09]

Pending updates on Sabana and MLT~

MLT...
DPU 1.85 cts
Payment date 29 May
Xd date 24 April

 

[Lost_Found]

Sabana - 1.78