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 Singapore REITS, S-REITS

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SUSTOS
post Nov 3 2023, 07:24 PM

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Netlink NBN Trust results: https://links.sgx.com/1.0.0/corporate-annou...794121c1b303115

EC World's response to SGX query's on the Hengde Logistics leases: https://links.sgx.com/FileOpen/ECW_Response...t&FileID=776983

This post has been edited by TOS: Nov 3 2023, 07:25 PM
thkent91
post Nov 6 2023, 01:03 PM

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QUOTE(Hansel @ Nov 1 2023, 08:26 PM)
Sorry,... Hospitality REITs are quite okay too,... tho' their rental incomes weaken vs our SGD. I'd bank on Far East,... no forex risk here,....

TOS ?
*
I'm vested in Far East Hosp Trust too. Singapore should be remain robust due to stability and staying neutral of geopolitical issues.

2nd is because the debt leverage is very low around 34%

The dividend yield is good because their stock valuation are quite low now

The current price is always a better buy compared to Maybank Malaysia. Furthermore I'm anticipating 1 SGD to 5 RM within 5 years time
Hansel
post Nov 6 2023, 06:53 PM

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QUOTE(thkent91 @ Nov 6 2023, 01:03 PM)
I'm vested in Far East Hosp Trust too. Singapore should be remain robust due to stability and staying neutral of geopolitical issues.

2nd is because the debt leverage is very low around 34%

The dividend yield is good because their stock valuation are quite low now

The current price is always a better buy compared to Maybank Malaysia. Furthermore I'm anticipating 1 SGD to 5 RM within 5 years time
*
Thank you for replying, bro,...

How long have you held FEHT ?
thkent91
post Nov 6 2023, 08:45 PM

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QUOTE(Hansel @ Nov 6 2023, 06:53 PM)
Thank you for replying, bro,...

How long have you held FEHT ?
*
2-3 years. Previously Pre-covid was more focus on Mreit
SUSTOS
post Nov 7 2023, 08:04 AM

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Sabana REIT's trustee statement (update on REIT manager internalization): https://links.sgx.com/FileOpen/Trustee%20St...t&FileID=777191

Elite Commercial REIT 3Q 23 business update: https://links.sgx.com/1.0.0/corporate-annou...a3c8913cc0fa549

Frasers Hospitality Trust results: https://links.sgx.com/1.0.0/corporate-annou...a297bc0894cf576



SUSTOS
post Nov 7 2023, 06:45 PM

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Lendlease Global Commercial REIT business updates: https://links.sgx.com/1.0.0/corporate-annou...1aeba1922f03677

Prime US REIT 3Q 23 business update: https://links.sgx.com/FileOpen/Prime%20US%2...t&FileID=777206
SUSTOS
post Nov 7 2023, 11:22 PM

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EC World results: https://links.sgx.com/1.0.0/corporate-annou...bad3c68dd192338
ShinG3e
post Nov 8 2023, 10:45 AM

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QUOTE(TOS @ Nov 7 2023, 11:22 PM)
Funny part in their presentation slide, they insert a reit yield comparing ec world and others it’s something to be proud of. 🥹
SUSTOS
post Nov 8 2023, 10:59 AM

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QUOTE(ShinG3e @ Nov 8 2023, 10:45 AM)
Funny part in their presentation slide, they insert a reit yield comparing ec world and others it’s something to be proud of. 🥹
*
Exactly bro. You observed the same thing as me.

Units cannot be traded at all, so that slide is nonsense anyway haha

A stark reminder that high yield -> high risks. 14% p.a. last year can mean 0% or bankruptcy next year.
ShinG3e
post Nov 8 2023, 03:20 PM

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QUOTE(TOS @ Nov 8 2023, 10:59 AM)
Exactly bro. You observed the same thing as me.

Units cannot be traded at all, so that slide is nonsense anyway haha

A stark reminder that high yield -> high risks. 14% p.a. last year can mean 0% or bankruptcy next year.
*
The only 14% yield that I am impressed is ASSI’s DBS purchase of $14/share 2016. 🤣🤣🤣🤣

I think this ECW just plonk the numbers for the sake of presentation quota.
SUSTOS
post Nov 8 2023, 07:14 PM

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IREIT Global 3Q 23 business update: https://links.sgx.com/FileOpen/IREIT%203Q20...t&FileID=777467
SUSTOS
post Nov 9 2023, 09:46 AM

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United Hampshire US REIT 3Q business update: https://links.sgx.com/1.0.0/corporate-annou...5ed0b1c2580ec06
SUSTOS
post Nov 9 2023, 07:03 PM

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Lippo Mall Indonesia Retail Trust 3Q business update: https://links.sgx.com/1.0.0/corporate-annou...985c548df9c5cee
SUSTOS
post Nov 10 2023, 07:20 AM

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Ara US Hospitality Trust 3Q 23 business and operational updates: https://links.sgx.com/1.0.0/corporate-annou...d2da7b261702bdf
SUSTOS
post Nov 10 2023, 07:35 AM

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Sasseur REIT 3Q 23 business and operational updates: https://links.sgx.com/FileOpen/Sasseur_REIT...t&FileID=777746
SUSTOS
post Nov 10 2023, 08:06 PM

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BHG Retail REIT 3Q 23 business update: https://links.sgx.com/FileOpen/BHG%20Retail...t&FileID=777905
Hansel
post Nov 11 2023, 10:56 AM

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No comments to above REIT updates ?
SUSTOS
post Nov 14 2023, 07:50 AM

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Cromwell European REIT 3Q 23 business updates: https://links.sgx.com/1.0.0/corporate-annou...cd9af2881ccbccf
ShinG3e
post Nov 14 2023, 01:26 PM

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QUOTE(Hansel @ Nov 11 2023, 10:56 AM)
No comments to above REIT updates ?
*
Ask again next dividend cycle 🤣
Hansel
post Nov 16 2023, 03:15 PM

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QUOTE(thkent91 @ Nov 6 2023, 08:45 PM)
2-3 years. Previously Pre-covid was more focus on Mreit
*
Hi bro,...

The problem with FEHT is : there is not much capital gain to be made on this REIT. If I look at the 5-year chart, the highest it could climb is only $0.78. And that level was reached just before the pandemic dive in March, 2020. Some structural changes would have taken place after the pandemic, and it is not certain if this structural chg will bring abt further positive OR negatives effects to FEHT.

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