soilbuildbiz now 0.87. sgd 2.71.

u can continue to syok!

Hi guys,

Was not aware of this thread's existence til today. I've been lurking in HWZ all these years reading the SREIT threads there. How nice to find a similar community closer to home.

I've been an income-oriented MREIT investor for years but I started diversifying into SREITs over the past two years. I was always attracted to SREITs but resisted from investing there in a big way due to unfamiliarity. Eventually as all the "blue chip" MREITs started to yield no better than Singapore's Parkway life, it made no sense to hold MREITs anymore. Plus the tax free and depreciating RM factors made the divergent returns a lot more obvious. I took the plunge, and converted my portfolio into SGD and started building an income portfolio there.

I've been holding soilbuild, aims amp and viva sinceJan. Generated about 10% in price returns and 4% dividends so far. The price returns have been a lot higher than my expectations, but I'm not complaining. I'm looking to diversify my risk away from the industrial sector but I'm not quite comfortable with retail or hospitality at this point of time. I'm considering adding some "risk-free" parkway life. Just to clarify, I mean "risk-free" in terms of dividend certainty not market certainty.

Performance – May 2015
Posted on May 29, 2015 by KK
STI +0.801% : 3392.11 (May-15) vs 3365.15 (2014)

Rank – Capital Gains

REIT May-15 Dec-14 Gain

First REIT $ 1.470 $ 1.255 17.1%
Mapletree GCC Tr $ 1.070 $ 0.950 12.6%
FrasersCT $ 2.130 $ 1.895 12.4%
Lippo Malls Tr $ 0.375 $ 0.340 10.3%
MCT $ 1.555 $ 1.410 10.3%
SB REIT $ 0.870 $ 0.790 10.1%
FrasersComm $ 1.555 $ 1.415 9.9%
StarhillGbl Reit $ 0.875 $ 0.800 9.4%
Keppel DC REIT $ 1.050 $ 0.975 7.7%
CapitaRChina $ 1.735 $ 1.615 7.4%
MIT $ 1.595 $ 1.485 7.4%
CapitaMall $ 2.170 $ 2.040 6.4%
AIMSAMP Cap Reit $ 1.505 $ 1.415 6.4%
OUE H-Trust $ 0.955 $ 0.905 5.5%
A-HTrust $ 0.715 $ 0.680 5.1%
VIT $ 0.835 $ 0.795 5.0%
Cambridge $ 0.710 $ 0.680 4.4%
Saizen REIT $ 0.885 $ 0.860 2.9%
OUE C-REIT $ 0.825 $ 0.805 2.5%
AscottREIT $ 1.285 $ 1.270 1.2%
Ascendasreit $ 2.400 $ 2.380 0.8%
Fortune Reit HK$ $ 7.770 $ 7.760 0.1%
CLT $ 1.160 $ 1.160 0.0%
SPHREIT $ 1.040 $ 1.0400.0%
ParkwayLife Reit $ 2.350 $ 2.380 -1.3%
CDL Htrust $ 1.715 $ 1.740 -1.4%
MapletreeLog $ 1.165 $ 1.185 -1.7%
FE-HTrust $ 0.800 $ 0.815 -1.8%
K-REIT $ 1.195 $ 1.220 -2.0%
Frasers Htrust $ 0.870 $ 0.890 -2.2%
CapitaComm $ 1.615 $ 1.755 -8.0%
SuntecReit $ 1.800 $ 1.960 -8.2%
Sabana $ 0.860 $ 0.940 -8.5%
IREIT Global $ 0.805$ 0.890-9.6%
http://reitdata.com/

today should be shopping day. SGX very red.

did u buy any SGXL?

hv been looking at it - all that volatility and speculation of sgx tying up with china bourses...

today should be shopping day. SGX very red.

I took a small bite on SingTel today... Its price has been down from 4.4 2-3 weeks ago to now hovering around 4.0x. Current yield at around 4.2%-4.3% based on recent FY2015 dividend of 17.5 cents per annum...

my first foray into non-reit in SGX ... wish me luck   

hohoo...

i had been staring at it for last 2 hrs, may join u!

seems like there is a resistence at 4 dollars...
if it breaks that level, probably can accumulate more ...

Telco in SG fear 4th telco player.
However Singtel hv investment overseas, so far its the last telco to drop....

seems like there is a resistence at 4 dollars...
if it breaks that level, probably can accumulate more ...

http://mystocksinvesting.com/singapore-rei...le-1-june-2015/
■Most overvalue REIT is FIRST REIT (Price/NAV = 1.44), followed by Parkway Life (Price/NAV = 1.40). Both Healthcare REIT, Defensive in nature.

u think can divest FIRST REIT?  Our capital appre is good already....

yep, bought some at 4.03.
wait n see what happens next.
it is toppish, no doubt.
thing is if u sell, what do u buy to get same yield that is strong n stable?
i keep since yield still good.
i stick to my only rule - any one of them goes <5% yield, no matter what acquisition price, i sell.
of course, there are those that lose >5% in price, sell faster!

sell now and buy back cheaper? what are the chances?

yep, bought some at 4.03.
wait n see what happens next.
it is toppish, no doubt.
thing is if u sell, what do u buy to get same yield that is strong n stable?
i keep since yield still good.
i stick to my only rule - any one of them goes <5% yield, no matter what acquisition price, i sell.
of course, there are those that lose >5% in price, sell faster!

singtel.. dropping further today