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 Singapore REITS, S-REITS

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AVFAN
post May 28 2015, 05:27 PM

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QUOTE(Showtime747 @ May 28 2015, 04:36 PM)
I wonder why those high yield >8% counter like croesus, viva, sabana very little interest one ?
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likely a combination of reasons - high gearing, low liquidity, poor past performances.

what i see, the biggest malls in sg have been doing very well - suntec, capitamall... until <5% yield!

industrials - a mix - aimsamp, soilbuildbiz steady. sabana has proven to be much less to be capable in securing tenants.

firstreit in healthcare has been stellar.

office reits quite good - capitacom is stellar.

note many sg reits have revenues coming from outside sg.

sgx has a lot more foreign funds driving it.

bursa now driven by 1mdb. tongue.gif
AVFAN
post May 28 2015, 08:22 PM

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QUOTE(Showtime747 @ May 28 2015, 07:59 PM)
Many of us was spooked by sabana  sweat.gif

Do you dare to re-look at this reit ? "Worst case scenario still can return 7%" http://www.theedgemarkets.com/sg/article/s...95-cents-tp-uob
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no, dumped this, lippo and ireit global (german offices) as fast as i could! biggrin.gif

these 3 are the ones i dumped, no looking back.

the rest hv been v good, happy enough. wink.gif
AVFAN
post May 28 2015, 09:04 PM

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QUOTE(Vector88 @ May 28 2015, 08:49 PM)
Catch no balls also.. Last friday, yellen said fed will raise int rate within 2015. I tot SREIT will lau sai the following Monday. In contrast, it went up on Monday and stood firm this week when the other markets are in RED.

Probably the SREIT market has pretty much already digested or anticipated the interest hike thingy??
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the way i read yellen's words, she alluded to hiking rate this year IF all other factors are favorable. so far, some are, some are not. every week, there is some data report, so it's very much up to how one reads it! biggrin.gif consenus is a small hike will come in sep-nov 2015, next one will be just as small in 2016.

and yes, i think most markets have factored that in, incl the weak rm, oil price and global bond prices.

not much anyone can do about this forever fluid rate hike thingy... better focus on managing things under one's control - rebalancing diff equities vis-a-vis moving exchange rates.

QUOTE(Showtime747 @ May 28 2015, 08:52 PM)
Indo and Germany no good, but Japan one ok mah  thumbup.gif
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japan... not much idea except nikkei is running away.... but yen weak.

ireit global, the german office reit was a huge disappointment. the tenants are good, long term, yet it lost >10% in price to date. 8% yield but poor liquidity - that's probably the biggest problem.

This post has been edited by AVFAN: May 28 2015, 09:30 PM
AVFAN
post May 28 2015, 09:25 PM

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QUOTE(Showtime747 @ May 28 2015, 09:17 PM)
Was referring to this one... https://www.google.com/finance?q=SGX:S6NU
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ya, this one has been brought up many times in this thread. a non-reit trust, right?

quick look at charts... high yield, flat price, looks ok.
AVFAN
post May 28 2015, 09:46 PM

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QUOTE(MyRedz @ May 28 2015, 09:38 PM)
hi how to invest in S REITS??
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QUOTE(MyRedz @ May 28 2015, 09:38 PM)
hi how to invest in S REITS??
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not just s reits, you can buy many foreign stocks with local banks online platforms, same platform buying bursa.
us, thailand, indon, hong kong, sg, etc.
cimb, maybank, hongleong, public bank have it, maybe more banks.
been available for some years now.
just talk to yr investment bank broker.
AVFAN
post Jun 1 2015, 09:45 AM

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QUOTE(davidcch07 @ Apr 15 2015, 10:48 AM)
see my Soilbuild everyday up 1 sen also syok....somemore 1SGD = RM2.72 even happy....meaning to said 1 sen earning we all increase the profit margin as well... smile.gif
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soilbuildbiz now 0.87. sgd 2.71.

u can continue to syok! rclxms.gif
AVFAN
post Jun 1 2015, 08:48 PM

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QUOTE(Vector88 @ Jun 1 2015, 07:49 PM)
2.73 today !!
3 coming soon smile.gif
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it will come, probably sooner than most expect.
AVFAN
post Jun 2 2015, 10:12 AM

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QUOTE(Havoc Knightmare @ Jun 2 2015, 07:49 AM)
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.
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yr experience with mreits is not isolated. biggrin.gif
the diff i see is a lot more sgreits reports healthy increasing revenues->income->profits->dpu, not the case for most mreits.
no need to dwell on the details as u already know.

like elea88, i urge u to consider firstreit:
.. healthcare/hospitals
.. no only sg but indon, etc, revenues in sgd
.. drip - so far, offered prices 5% below market
.. price may be near all time high but yield is still healthy at 5.7%.
.. read the website, u'll like what u read

consider also starhillglobal. this one is very steady, yield 5.8%

This post has been edited by AVFAN: Jun 2 2015, 10:12 AM
AVFAN
post Jun 2 2015, 10:20 AM

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first 5 months of 2015... superstar is FIRSTREIT.
bottom - ireit and sabana (as expected).

QUOTE
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/
AVFAN
post Jun 2 2015, 10:30 AM

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QUOTE(elea88 @ Jun 2 2015, 10:08 AM)
today should be shopping day. SGX very red.
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did u buy any SGXL?

hv been looking at it - all that volatility and speculation of sgx tying up with china bourses... laugh.gif
AVFAN
post Jun 2 2015, 11:32 AM

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QUOTE(Vector88 @ Jun 2 2015, 11:25 AM)
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  brows.gif  tongue.gif
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hohoo...

i had been staring at it for last 2 hrs, may join u! laugh.gif
AVFAN
post Jun 2 2015, 11:47 AM

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QUOTE(Vector88 @ Jun 2 2015, 11:34 AM)
seems like there is a resistence at 4 dollars...
if it breaks that level, probably can accumulate more ...
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yep, bought some at 4.03.
wait n see what happens next.

QUOTE(elea88 @ Jun 2 2015, 11:40 AM)
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....
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it is toppish, no doubt.
thing is if u sell, what do u buy to get same yield that is strong n stable? tongue.gif
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! laugh.gif

This post has been edited by AVFAN: Jun 2 2015, 11:48 AM
AVFAN
post Jun 2 2015, 12:03 PM

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QUOTE(elea88 @ Jun 2 2015, 11:53 AM)
sell now and buy back cheaper? what are the chances?
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see, that way i look at it...

if a reit can go down, cheap enough to buy back after transactions costs, it means something's gone bad, investors dumping.
unlikely it can bounce back so easily as the factors usually have longer term effects - tenants, leases, mgmt trouble, int rate hike.
reits aren't speculative stocks although it is possible for 5% range.
5%... worth the risk n trouble? not for me...
AVFAN
post Jun 3 2015, 09:30 AM

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QUOTE(elea88 @ Jun 3 2015, 07:31 AM)
Singtel.. I nibble some at 4.00 and it close lower 3.98...
today will continue the downturn as break 4.00 already....
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laugh.gif 3.93.

wait a bit, will take more.
AVFAN
post Jun 3 2015, 10:48 AM

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QUOTE(Vector88 @ Jun 3 2015, 09:22 AM)
Jialat... sad.gif
Probably wait for it to stablize first before buying more...
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i was waiting for 3.90.

3.97... grrr....
AVFAN
post Jun 3 2015, 12:24 PM

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QUOTE(elea88 @ Jun 3 2015, 12:13 PM)
i key in 3.80..and wait.
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sure or not?

maybe end up buying 4.10. laugh.gif
AVFAN
post Jun 3 2015, 05:57 PM

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QUOTE(elea88 @ Jun 3 2015, 12:13 PM)
i key in 3.80..and wait.
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singtel closed 4.07/4.08.

sgd/rm 2.7415/2.7285.

how to buy at 4.10 tmrw? tongue.gif
AVFAN
post Jun 4 2015, 10:33 AM

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QUOTE(elea88 @ Jun 3 2015, 09:38 PM)
its different game for me.. my funds are parked at 2.70 in Sg. and I still hv accumulated div not yet use.
I will patiently wait for lower.... or shop for others.
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ok, understand.


singtel now 4.14! rclxms.gif
AVFAN
post Jun 4 2015, 11:02 AM

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QUOTE(davidcch07 @ Jun 4 2015, 10:35 AM)
SGD new HIGH!!!  rclxms.gif  drool.gif
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2.75/2.74. ohmy.gif
AVFAN
post Jun 4 2015, 04:10 PM

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QUOTE(Showtime747 @ Jun 4 2015, 02:19 PM)
Some of the stock I bought just last week still made losses in SGD but profit in RM. Don't know want to cry or laugh... rclxub.gif

Don't feel like buying more with this historical high rate. Hope it can drop back to sub 2.70.
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losses in sgd... that's no good.

current fx is too difficult to buy anything foreign, save for local expense.

This post has been edited by AVFAN: Jun 4 2015, 04:10 PM
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