yes, this will happen.

hence selling some usd to buy sgd now is not a bad idea.

but... the usd will slowly creep back up again in time.

becos... all nations, all equities, all commodities are in bad shape.

only us treasuries stay mighty.

Ya, got other good ones besides Reits. Fishing Valuetronics also. Good dividend, zero gearing, good past track records....But this bugger never budge <0.40 even market is bad now. Very stubborn

Very true. For the next 1 year, still very confident with US$

The common saying across the logistics universe now is there is ample warehouse floor area supply coming in next year. That's the reason why the institutions are so wary about going into the industrial REITs. Check out the news.

Hi bro,... I heard of Valuetronics and took a quick look at it. My negative opiions :-

1) They pay out dividend once a year - a bit too slow for my liking before the money comes to me.
2) Their divvy is paid out in the HKD - currency risk later on.
3) If you look at their DPU over the years, they go up and down and not very consistent. As of the latest period, they are running at a yield of 8.80%, that's good,.. but we have to think of the sustainability.
4)If I am not mistaken, Valuetronics is in the electronics manufacturing outsourced business, right ?

Just quick glances at their DPUs over the years, compare against currenct price and whatever I could recall that they do.

Hmm,... lacking of ideas now on where to put my funds to capture on the best ROI. Looking high and low, left and right, front and back,... decided finally to park them into the USD first while awaiting best opportunities, and before our authority decides to impose strict capital controls.

Thanks for your opinion

From the analysts :

http://sgx.i3investor.com/servlets/ptg/bn2.jsp

Tks,... I have been looking at iREIT Global too. Good exposure and diversification to the European sector. I wouldn't worry too much abt the emission software hoo-haa,.. it will blow over, just like thoese issues about airbags, brake prbs, etc,...

Only thing holding me back is if this REIT can survive over the current EU crisis that Europe is experiencing.

By the wau, forgot to comment on this earlier, I'm not sure if it I good to go into the shipping REITs now.. With the worldwide commodity rout now, how will this affect the shipping trusts ?

I remembered back in 2008/9. I was really keen to take-up stakes in Pacific Shipping TRust (PST) and there was another one, forgot the name,... both were shipping trusts. Their unit prices kept dipping and dipping together, with the DPUs. I don't think PST is around anymore today.

I made the right call.

What attracted me to Pacific Shipping TRust back then was that the trust was denominated in the USD. The USD was very weak then, hence was really interested to get into the USD. However, after much thinking, decided to pull back the bullets. Glad I made that call.

*Added : I remembered now - the other shipping trust I was targeting was Rickmers Shipping Trust.

This post has been edited by Hansel: Sep 29 2015, 02:48 PM

Not the right time to buy yet, but please look at Keppel Corporation. At today's price, yield is at 7.23%. Gives out dividend twice a year, quite consistent DPU year-after-year.

Best of all is its big market capitalization. Can we find any company with such a mkt cap giving out such a yield ?

Hansel,

OT a bit. I realise your confidence level has grown over this past 1-2 years. From the beginning when you started to be active here, I notice you are quite reserve and lack of confidence. Now your comment are with more certainty and valuable

BTW, this is a thread about Sreit. Do you think it will be better to start a thread about SGX ? You can be the TS

...well,.. I wouldn't want to rate my inputs as being valuable or otherwise, but if I think over my inputs before putting them up, then I am certainly happy if they're helpful. After all, a thread in a forum is supposed to help people and to help each other.

To each of his/her own opinion.

I'll start the thread.

Ocbc research top reit picks

http://www.ocbcresearch.com/List.aspx?type=research&bcid=M1

http://www.ocbcresearch.com/Article.aspx?t...826104437_51692

Keppel DC
Fraser Comm
Fraser CEnterpoint
Starhill

This post has been edited by Vector88: Sep 29 2015, 04:44 PM

i topping AIMS but key in low.. tak dapat.
Also FIRST.

yes , i still hv the IREIT . did not cut.

Our favourite counter about to report soon :-

Bowsprit Capital Corporation Limited, as manager of First Real Estate Investment Trust (“First REIT”, and as manager of First REIT, the “Manager”), will be announcing the unaudited financial results of First REIT for the third quarter ending 30 September 2015 on Tuesday, 13 October 2015, after close of trading.

Good luck to us !

Anyone considering Cache Logistics Trust (K2LU)

lowest price in last 3 yrs.. 4 x a year dividend. And so far consistend div.
But not sure about future div or developments.

for Croesus R T Fan members:

http://www.straitstimes.com/business/compa...es-rights-issue

The rights issue comprise 114,222,677 new units based on 22 rights units for every 100 existing units at an issue price of 61 cents per rights unit.

however did not say when is the ex-date.

Croesus Rights issue info http://www.shareinvestor.com/news/news.htm...xnet&nid=549677

Click on the pdf for the presentation for details

I am. I observed the lowest price it has dropped to recently was $0.975. The advantage of this trust is it has a strong sponsor from CWT Logistics. However, I think this trust is also exposed to the numerous supply coming in to the market next year and the year after that.

How will the haze situation in Singapore affect the malls and retail lots performance ?