Results 1 to 4 of 4

Thread: All About S REITS

  1. #1
    Join Date
    Apr 2010
    Posts
    15,307

    Default All About S REITS

    Any bros and sis wana share their insights, opinions on SGX listed REITS?

    Let me start, Capitacomm trust still got upside? Sell or hold or add?

  2. #2
    Join Date
    May 2008
    Posts
    9,279

    Smile Re: All About S REITS

    Quote Originally Posted by devilplate View Post
    Any bros and sis wana share their insights, opinions on SGX listed REITS?

    Let me start, Capitacomm trust still got upside? Sell or hold or add?
    reits at all time high leh. i dare not touch. so neither sell/hold/add for me.

  3. #3
    Join Date
    Nov 2015
    Posts
    514

    Default Re: All About S REITS

    Quote Originally Posted by devilplate View Post
    Any bros and sis wana share their insights, opinions on SGX listed REITS?

    Let me start, Capitacomm trust still got upside? Sell or hold or add?
    I am holding quite a fair bit of Capitaland related ones (~100K) and shoring up more since end 2018 before Jewel and Funan completion along with grade A office supply drop. I sold my BeyondMeat for more in FIRST and Sasseur in early May sell off. The ramp up on the blue chip price have been quite aggressive and I ask myself why many times over. They must have seen something I have not. M&A, increased gearing ratio (+5%) and interest rate stagnation are big forces for blue chips REITs.

    PB/gearing ratio still look attractive for the smaller caps with attractive >5% yield but of course, they are higher risk due to their cap size. Their perpetual securities risk affects their gearing ratio and rights issue are further reminders.

    My 2 cents take is to take another look at the mid caps. I will not discount business trust too like Netlink and VICOM.

    All the best!

    2 cents,
    PropVestor

  4. #4
    Join Date
    Apr 2010
    Posts
    15,307

    Default Re: All About S REITS

    Nice....i was contemplating when First dipped below $1....didn’t buy any....lol

    I am looking at hospitality reits now....any thoughts?

Similar Threads

  1. Reits Thread
    By minority in forum Coffeeshop Talk
    Replies: 2
    -: 23-04-15, 16:44
  2. Why cooling property measures are most punitive on industrial REITs
    By princess_morbucks in forum HDB, EC, commercial and industrial property discussion
    Replies: 0
    -: 13-12-13, 13:19
  3. Stable 2014 outlook for S-Reits: Moody's
    By princess_morbucks in forum HDB, EC, commercial and industrial property discussion
    Replies: 2
    -: 09-12-13, 18:09
  4. Singapore's Reits seen doubling to 30 by 2008
    By mr funny in forum HDB, EC, commercial and industrial property discussion
    Replies: 0
    -: 06-07-07, 05:03

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •