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 Singapore REITS, S-REITS

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AVFAN
post Jan 5 2015, 04:22 PM

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fresh from the press:


QUOTE
05 January 2015
28 REITs and six stapled trusts averaged 2014 total return of 13%
There are 28 REITs and six stapled trusts listed on Singapore Exchange (SGX), with a combined market capitalisation of S$66.7 billion.
These 34 trusts averaged a 2014 total return of 12.9% and maintain an average dividend indicative yield of 6.4%.
In terms of total return generated in 2014, the five best performers were Fortune REIT, Suntec REIT, CapitaRetail China Trust, CapitaCommercial Trust and First Real Estate Investment Trust.
http://www.sgx.com/wps/wcm/connect/sgx_en/...h/mu_05012015_1


the bottom 3 are lippo (-11.1%), sabana (-6.2%) n saizen (-0.4%).

This post has been edited by AVFAN: Jan 5 2015, 04:27 PM
AVFAN
post Jan 5 2015, 05:55 PM

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QUOTE(AREA51 @ Jan 5 2015, 05:29 PM)
Thanks for that!
I thought of buying Soilbuildbiz previously but I'm worried with the oversupply of industrial space in SG.  sweat.gif
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ya, duwan another sabana... another aimsampi ok! tongue.gif

i was wary too when i bought soilbuildbiz but the analyses i read seemed to ok'ed it then.
i bought 0.79 in may 2014, still 0.79 now.
yield 7.8%, can consider...

u mentioned firstreit, #5 top performer in 2014.
i been adding bit by bit... just added a bit today 1.255.
yield 6.4% is still ok.

note ex rate sgd/rm today 2.6565/2.6435.
getting harder n harder...
AVFAN
post Jan 6 2015, 06:15 PM

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QUOTE(davidcch07 @ Jan 6 2015, 06:08 PM)
All Sifu here,

Please give me some idea before i bot my first reits in SG

IREIT Global
Kepple DC Reit
Starhill Global Reit
SoilbuildBizREIT

If i worked at SG still entitled to claim back the div tax and how ?

Please advise.

Many Thanks
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the 4 u listed r good enough. maybe consider firstreit as well.

resident or non, div tax... i think u can't.

depending on the counter n div type, some are tax free, some r taxed. no exemption/refund, i believe. best to check with yr broker.

sgd/rm today 2.6745/2.6625.

This post has been edited by AVFAN: Jan 6 2015, 06:16 PM
AVFAN
post Jan 6 2015, 06:19 PM

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QUOTE(davidcch07 @ Jan 6 2015, 06:16 PM)
Thanks AVGAN.
But too high already ... base on NAV.

Yup... more to come please... then my salary this month will consider as "increment"  rclxms.gif
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there is one thing u may want to think about.

prices may be high based on nav but nav is not always a factor to determine price.

given the shix we see, i can imagine thousands of people with rm now running off to nearby sg to park $, seeking shelter.

so, think about if this will have an impact on sgreit price... tongue.gif
AVFAN
post Jan 6 2015, 07:30 PM

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QUOTE(AREA51 @ Jan 6 2015, 07:27 PM)
euro weakening but IREIT instead of going down has been creeping up.. really can't predict market  doh.gif
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europe economy overall is not good. but german economy not too bad, probably the strongest one.

also, when there is panic, people go to bonds. reits are proxy to bonds...

This post has been edited by AVFAN: Jan 6 2015, 07:32 PM
AVFAN
post Jan 7 2015, 01:08 PM

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QUOTE(elea88 @ Jan 7 2015, 11:15 AM)
avfan.. whatcha buying now? Next round div will be JAN ...
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today sgd/rm... 2.6875/2.6745.

with rm, very hard to buy any and when prices are edging up all the time, e.g. capitamall n firstreit.

yes, will have to accumulate div to buy. board lot 100 units coming, right?

not looking at new counters at all, will just add bits; probably soilbuildbiz n aimsampi as their yields r still good.

unlikely to add ireit global as it is still not liquid; hope liquidity improve with first div announcement.
AVFAN
post Jan 7 2015, 01:56 PM

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QUOTE(davidcch07 @ Jan 7 2015, 01:51 PM)
AVFAN,

Do you mind share what portfolio you held now?  notworthy.gif
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sure. the big 8. biggrin.gif

starhill global
aimsampi
suntec
capitamall
firstreit
soilbuildbiz
cdltrust
ireit global

This post has been edited by AVFAN: Jan 7 2015, 01:56 PM
AVFAN
post Jan 7 2015, 02:03 PM

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QUOTE(davidcch07 @ Jan 7 2015, 02:00 PM)
what's your buying price and units  blush.gif
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that... a mixed bag... bought over 15 months, diff times, diff prices.

actually had 2 more previously... i chopped off sabana n lippo 3 months ago - glad i did that.
AVFAN
post Jan 7 2015, 02:14 PM

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QUOTE(davidcch07 @ Jan 7 2015, 02:07 PM)
ya... noticed this two reits not doing good... that;s i concern which to go for.....

perhaps can start with SoilbuildBizREIT and Keppel DC REIT  hmm.gif  hmm.gif  hmm.gif
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soilbuildbiz - said previously, it is very stable, been at 0.79 forever, boring!
yield 7.8%, div paid twice a year, not 4 times.

keppel dc - this one is new, right?
AVFAN
post Jan 7 2015, 05:13 PM

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QUOTE(davidcch07 @ Jan 7 2015, 02:46 PM)
DC = Data Center and this is more to IT Servers....  tongue.gif
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took a quick look at this keppel dc. loosk ok to me:
- premium over ipo price (unlike the discounts we see again n again in bursa! laugh.gif )
- low gearing 28%
- decent promised yield
- data centers a viable biz
- excellent liquidity
AVFAN
post Jan 8 2015, 06:26 PM

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interesting to see some sgreits reaching new hieghts...

suntec 1.98
cdlhtrust 1.77
firstreit 1.285

nice... but are they increasing income n dividends? or just a rush to bonds n reits?

time to sell some? hmm.gif
AVFAN
post Jan 9 2015, 11:16 AM

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QUOTE(elea88 @ Jan 9 2015, 11:11 AM)
i key in to sell suntec 2.00.. but not done.
maybe first reit also can dispose.. coz with the higher price.. just take the cap gain instead of waiting div.
and exchange with those 7% yield.

what u think ACCORDIA GOLF? something new...
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suntec 2.00... think need a few more "good" months since it will a new record high.
will sell when it gets there. smile.gif

firstreit - somehow i like to keep this only healthcare counter i have.


accordia... never liked golf, so will stay far away. and in japan... yen no good...
AVFAN
post Jan 13 2015, 02:02 PM

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suntec not moving at 1.95, no chance to sell!

capitacom, capitamall, firstreit all going for new highs...

ex rate today 2.6815/2.6695.
AVFAN
post Jan 15 2015, 09:20 AM

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QUOTE(jason_168 @ Jan 15 2015, 01:39 AM)
Dear Sifu,

New to S-REITs and I am planning to invest in Soilbuildbiz & AIMS within this week.

Given both REITS result release is just around the corner, would this be a positive quarter and a good time to buy ?

Looking for the div yield smile.gif
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based on price movement in last few weeks, both are expected to declare next div similar to previous. so, nothing spectacular or disappointing.

soilbuildbiz will come first, like most of the rest. aims is somewhat out of the normal cycle, a month lag.
AVFAN
post Jan 15 2015, 11:01 AM

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QUOTE(elea88 @ Jan 15 2015, 10:57 AM)
Sg still moving upwards.. Yesterday was talking to money changer guy.. Business very good.
Many ppl keeping foreign currency even at RM low...

U think the SG will move up somemore?
2.60 already high.. now 2.70 coming!!!....

What to buy this round for coming div?
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i'm counting on 3.0 in 5 yrs time. tongue.gif

actually, been monitoring very closely... wanna sell suntec, add to aims/starhill/first/soil.

suntec yield very low, unlikely it will rise much more.
AVFAN
post Jan 15 2015, 11:21 AM

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QUOTE(elea88 @ Jan 15 2015, 11:09 AM)
Wait for 19th JAN.. when board lot size reduce to 100 units.

Then maybe I gonna diversify to non reits...
*
no interest in us stocks?

a lot more fun and exciting!! tongue.gif

https://forum.lowyat.net/topic/3397675/+520
AVFAN
post Jan 15 2015, 12:31 PM

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QUOTE(AREA51 @ Jan 15 2015, 11:23 AM)
Hey US markets interest me but they charge high taxes right?
*
no tax on cap gains, 30% on dividends.

brokerage will depend on what platform u use.

if using local banks, it's about the same as sgx or hkx.

This post has been edited by AVFAN: Jan 15 2015, 12:31 PM
AVFAN
post Jan 16 2015, 03:29 PM

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QUOTE(davidcch07 @ Jan 16 2015, 10:21 AM)
Bought in 4000 unit for SoilbuildBizReit
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soilbuild biz is forever 0.79! biggrin.gif
so, u get the div yield of 7.8% almost guaranteed.

sgx down 1% today, yet some reits shot up.
not sure why but seems like investors are looking for safe haven in liquid reits like suntec, capitacom and capitamall.
us 10 yr bonds yield now at low of 1.74% only after all the oil and swiss franc sagas.



elea, suntec now 1.98, may reach 2.00 after all! smile.gif


AVFAN
post Jan 16 2015, 09:21 PM

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QUOTE(elea88 @ Jan 16 2015, 05:30 PM)
If really reach 2.. u think should sell?
my Resolution for 2015 is SELL LOSERS.. and buy WINNERS.
i have a bad habit of averaging down shares that drop.

And Recap.. the reason bought SUNTEC initially at the low price was some buiding was under renovation.
I need check if the reno is done.. If Reno done and tenanted out.. then 2015 will increase in yield?

Guessing only ya.. i try find time this weekend to GOOGLE it.
*

ya, that's a nasty habit, average down. tongue.gif
i have come to do the reverse, i.e. average up which seems to work better.
now, i only average down for punting, not investing. laugh.gif

QUOTE(apagranpa10 @ Jan 16 2015, 08:43 PM)
Suntec city looks bright and shining now! They have the world largest HD Led screen and houses the world largest fountain of wealth. Will sure like to have a meal in one of the restaurants overlooking the fountain the next time i'm there  biggrin.gif . Limited supply of office space in prime area this year may push rental increase thus benefit suntec reit. And as far as i could remember suntec has some hedging against the falling OZ dollar. thumbup.gif
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i hope so.


i really do not know much about suntec as i don't go there often enough. but i do find it hard to sell which is why i had resisted for so long.
perhaps the next div announcement will give us some clue...

This post has been edited by AVFAN: Jan 16 2015, 09:24 PM
AVFAN
post Jan 17 2015, 06:40 PM

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QUOTE(AREA51 @ Jan 17 2015, 04:26 PM)
well boys and girls, earnings season now... hope all is well. good luck to all S-reit holders  smile.gif
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i m confident they will ALL work out quite ok! tongue.gif

btw, if really interested in us equities, take a good look again...

prices have dropped over last 5 of 6 sessions, just looking up last night. may be a good time to get started.

crude prices appear to be stabilizing...

i like my sgreits which gives me great roi n fx protection.

for "xtras" gotta look at usa.

bursa...i goreng fast n furious.... laugh.gif tongue.gif tongue.gif
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