YUP.

Which S Reits having HK Assets?

Hehe happy searching..

Got a few.

This post has been edited by gark: Sep 22 2015, 12:39 PM

PPPfFFFfffffffffffff

HPH Trust USD

Off the top of my head,... Fortuna REITs.

There was a Shipping TRust earlier called Paciific Shipping Trust, but it was not doing well when the subprime crisis came and the shipping industry was hit very badly. I can't see it on the SGX now, perhaps it has changed name. PST was denominated in the USD.

One of the advantages of having First REIT is a big proportion of the rental is denominated in the SGD, though the properties are based in Indonesia. Hence, the unitholder is fairly protected from currency(exchange) risks.

Good alert there, Gark,.. Now I can see that the intervention actions of the HK Monetary Authority (HKMA) made recently has borne fruits. It was reported that spent quite some amount to defend their peg with the USD. The net result becomes the HKD strengthens against many currencies worldwide in tandem with the USD.

fret is my champion.

.. despite price drop recently, still have decent cap gain
.. stable yield 6.5%
.. drip always 4-5 cents below market price

can't say the same for the rest.

Ala.. so difficult meh to look for Hk based reits..

1. Fortune RETt - HKD Mall & commercial reit
2. HPH trust - Hk & China ports
3. Maple Tree GCC - Hk & China Malls
4. Asian Pay TV - Taiwan Cable (Yes it is not HKD, but TWD = HKD > SGD)

There..

Disclaimer : I own some of the securities above. The above is not a offer to buy or sell.

This post has been edited by gark: Sep 22 2015, 01:53 PM

HPH Trust is traded in USD, but the underlying profits is from HKD and CNY

Yup First Reit.. is one my fav too.

How would you rate ParkwayLife REIT then? Same family, almost same type of business but differs only in geo locations where the assets are located in. ParkwayLife REIT's assets are mostly in Japan, with some in KL and Sgp. We know the asset locations for FREIT.

I have not diversified my Sgp REIT holdings into different currency holdings yet. If this is a good mode for diversification, then it is worth doing. Looking at the consistent strength of the SGD, it is wise to select REITs with denominated currencies that will perform better than the SGD.

i hv not looked at this one closely but i would think ok too.

like i said, i keep just a few, easier to monitor:

.. fret (heathcare/hospitals)
.. aims (industrial)
.. soilbuildbiz (industrial)
.. starhill (retail, office)
.. capitamall (retail)
.. suntec (retail)

like capitamall and suntec not for their yields but liquidity and relative volatility - can trade once or twice a year.

I believed you will like ParkwayLife REIT too then.

There is more supply of warehouse spaces coming in next year and the next (2016). Recently, one authority in Sgp has imposed that the sponsor needs to occupy a certain percentage of the net lettable area(NLA) under the REIT manager. What did the most recent reports from AIMSAMP and SoilBizBuild say about these two events ?

This post has been edited by Hansel: Sep 22 2015, 02:31 PM

dunno, haven't read their reports for some time.

diversify some more....
Golf courses....
Hotel
Pay Tv.....

...enough time to read all the reports ?