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 Singapore REITS, S-REITS

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elea88
post May 18 2017, 05:00 PM

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QUOTE(Ramjade @ May 18 2017, 04:30 PM)
Here you go
http://www.income.com.sg/value-added-servi...riting-services
Will do that once I have wife. laugh.gif
*
aiyo.. if single joint with parent la...
prince_mk
post May 19 2017, 10:00 AM

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In the industrial field, Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) are DBS’ top “buy” rated picks with $2.65 and $1.28 price targets for their financial flexibility to pursue acquisitions or redevelopments.

A-REIT has a large diversified portfolio and strong balance sheet with sufficient headroom to pursue DPU-accretive acquisitions, say Song and Tan, while MLT has replaced Mapletree Commercial Trust (MCT) for its better risk-reward profile and the fact that it has largely completed the repositioning of its portfolio, which had been negatively impacted by the conversion of several single-tenanted properties to multi-tenanted ones.

wonder why A-Reit is not a hot reit pick in this forum ? anyone having this A-Reits in their portfolio ?

the dividend yield is above 7%. thinking to add.

This post has been edited by prince_mk: May 19 2017, 10:07 AM
Ramjade
post May 19 2017, 10:11 AM

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QUOTE(prince_mk @ May 19 2017, 10:00 AM)
In the industrial field, Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) are DBS’ top “buy” rated picks with $2.65 and $1.28 price targets for their financial flexibility to pursue acquisitions or redevelopments.

A-REIT has a large diversified portfolio and strong balance sheet with sufficient headroom to pursue DPU-accretive acquisitions, say Song and Tan, while MLT has replaced Mapletree Commercial Trust (MCT) for its better risk-reward profile and the fact that it has largely completed the repositioning of its portfolio, which had been negatively impacted by the conversion of several single-tenanted properties to multi-tenanted ones.

wonder why A-Reit is not a hot reit pick in this forum ? anyone having this A-Reits in their portfolio ?
*
1) A 6% yield is not attractive when other sg industrial reit is giving 7-8%
2) An industrial reit giving 6%? Not worth it when you have office reit giving 6% (less risky)

Still want to buy?

TSprophetjul
post May 19 2017, 10:11 AM

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QUOTE(prince_mk @ May 19 2017, 10:00 AM)
In the industrial field, Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) are DBS’ top “buy” rated picks with $2.65 and $1.28 price targets for their financial flexibility to pursue acquisitions or redevelopments.

A-REIT has a large diversified portfolio and strong balance sheet with sufficient headroom to pursue DPU-accretive acquisitions, say Song and Tan, while MLT has replaced Mapletree Commercial Trust (MCT) for its better risk-reward profile and the fact that it has largely completed the repositioning of its portfolio, which had been negatively impacted by the conversion of several single-tenanted properties to multi-tenanted ones.

wonder why A-Reit is not a hot reit pick in this forum ? anyone having this A-Reits in their portfolio ?

the dividend yield is above 7%. thinking to add.
*
Ascendas yield is approx 6%
Ramjade
post May 19 2017, 10:16 AM

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QUOTE(prince_mk @ May 19 2017, 10:00 AM)
In the industrial field, Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) are DBS’ top “buy” rated picks with $2.65 and $1.28 price targets for their financial flexibility to pursue acquisitions or redevelopments.

A-REIT has a large diversified portfolio and strong balance sheet with sufficient headroom to pursue DPU-accretive acquisitions, say Song and Tan, while MLT has replaced Mapletree Commercial Trust (MCT) for its better risk-reward profile and the fact that it has largely completed the repositioning of its portfolio, which had been negatively impacted by the conversion of several single-tenanted properties to multi-tenanted ones.

wonder why A-Reit is not a hot reit pick in this forum ? anyone having this A-Reits in their portfolio ?

the dividend yield is above 7%. thinking to add.
*
Look carefully. Current yield is only 6.1xx%

Source: S-reit yield data website.

Combination of aims + mlt +flt dividend yield (at the time I bought) > Ascendas reit.

This post has been edited by Ramjade: May 19 2017, 10:18 AM
elea88
post May 19 2017, 10:17 AM

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QUOTE(prince_mk @ May 19 2017, 10:00 AM)
In the industrial field, Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) are DBS’ top “buy” rated picks with $2.65 and $1.28 price targets for their financial flexibility to pursue acquisitions or redevelopments.

A-REIT has a large diversified portfolio and strong balance sheet with sufficient headroom to pursue DPU-accretive acquisitions, say Song and Tan, while MLT has replaced Mapletree Commercial Trust (MCT) for its better risk-reward profile and the fact that it has largely completed the repositioning of its portfolio, which had been negatively impacted by the conversion of several single-tenanted properties to multi-tenanted ones.

wonder why A-Reit is not a hot reit pick in this forum ? anyone having this A-Reits in their portfolio ?

the dividend yield is above 7%. thinking to add.
*
i hv both at low price.. but not adding yet.

"price targets for their financial flexibility to pursue acquisitions or redevelopments."

at this price yield should be 6%.. but i do not mind the 6% as diversification out of AIMS.

My holding of AIMS is too high.


Accordia Golf...Religare Health results coming out soon.. I might add this.
but if results bad.. then KOYAK!!!


cherroy
post May 19 2017, 10:23 AM

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Ascendas is one of biggest cap reit, and STI component, and well diversified across industrial sector.

Normally, this kind of stock/reit is fund manager favourite as well as index fund/ETF, so there are always plenty of interest in this kind of stock, so don't expect its yield to be a high side one.

It is more a "defensive" stock.


TSprophetjul
post May 19 2017, 10:25 AM

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Most yields of SReits are presently very compressed.
Too expensive
Hansel
post May 19 2017, 10:30 AM

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QUOTE(elea88 @ May 19 2017, 10:17 AM)
i hv both at low price.. but not adding yet.

"price targets for their financial flexibility to pursue acquisitions or redevelopments."

at this price yield should be 6%.. but i do not mind the 6% as diversification out of AIMS.

My holding of AIMS is too high.
Accordia Golf...Religare Health results coming out soon.. I might add this.
but if results bad.. then KOYAK!!!
*
That's right ! thumbsup.gif Even if a ctr looks very tempting due to its high yield, do remember always abt diversification,...

PLs let us know on the results of Accordia and RHT (another healthcare REIT) when the reports appear... thumbsup.gif
cherroy
post May 19 2017, 10:32 AM

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QUOTE(prophetjul @ May 19 2017, 10:25 AM)
Most yields of SReits are presently very compressed.
Too expensive
*
What I see is they are a little expensive, but still "investable".

Most reit yield are in the range 5.5% to 7%, still a decent yield as compared to bond yield.

The one highly "compressed" one is Mreit, as I can't find any reit with a net yield of 6% above.
While high quality one is below 5%.


Ramjade
post May 19 2017, 10:34 AM

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For those with huge cash (>=SGD15k), can consider Citibank Maxigain. Interest generated =
SIBOR + 12 counters ( 0.1% increase in interest/counter level) with condition of increment over original amount without withdrawal

Best part
- No fall below fees (can't find anything which mention about it)
- No need working pass/student id (again cannot find requirement for that)
- With US increasing rate (SG mirror US), SIBOR will increase
- To up level, no need to topup a lot. Can topup cents also counted.
- One can reach counter 12 within a year with SGD15001.20 - put in SGD0.10/month and earn effective 2%pa interest.

Now for the bad part
- No interest if money falls below SGD15k (not sure of sibor interest will be given or not)
- SGD15k to open account
- Whether they want to let malaysians open is another thing.
TSprophetjul
post May 19 2017, 10:41 AM

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QUOTE(cherroy @ May 19 2017, 10:32 AM)
What I see is they are a little expensive, but still "investable".

Most reit yield are in the range 5.5% to 7%, still a decent yield as compared to bond yield.

The one highly "compressed" one is Mreit, as I can't find any reit with a net yield of 6% above.
While high quality one is below 5%.
*
Yeah. Depends on your goals of investing. Some people like the yanks are happy with 4% yields.
But for me, anything less than 7% net is difficult to invest in especially with forex risks as well.
Hansel
post May 19 2017, 10:47 AM

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QUOTE(prophetjul @ May 19 2017, 10:41 AM)
Yeah. Depends on your goals of investing. Some people like the yanks are happy with 4% yields.
But for me, anything less than 7% net is difficult to invest in especially with forex risks as well.
*
Bro,... I am more inclined to think that the yanks have no other choices if they wanted a safe dvd payout for their retirement. Hence, the have to be satisfied with 4 to 5 % yields only,...

By the way,... inquiring again on your dvd payouts from the MBS counters around three weeks ago, was any amt withheld ? Any withholding taxes pls ? Tq,...
TSprophetjul
post May 19 2017, 10:52 AM

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QUOTE(Hansel @ May 19 2017, 10:47 AM)
Bro,... I am more inclined to think that the yanks have no other choices if they wanted a safe dvd payout for their retirement. Hence, the have to be satisfied with 4 to 5 % yields only,...

By the way,... inquiring again on your dvd payouts from the MBS counters around three weeks ago, was any amt withheld ? Any withholding taxes pls ? Tq,...
*
i am in Perth presently. smile.gif

no chance to look at the statement notes yet

if my Croseus is privatised, going to have hard time to find another home for the proceeds! sad.gif


Vector88
post May 19 2017, 11:01 AM

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QUOTE(prophetjul @ May 19 2017, 10:52 AM)
i am in Perth presently.  smile.gif

no chance to look at the statement notes yet

if my Croseus  is privatised, going to have hard time to find another home for the proceeds!  sad.gif
*
taikor in Perth to open account ar ? haha...
Hansel
post May 19 2017, 11:07 AM

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QUOTE(prophetjul @ May 19 2017, 10:52 AM)
i am in Perth presently.  smile.gif

no chance to look at the statement notes yet

if my Croseus  is privatised, going to have hard time to find another home for the proceeds!  sad.gif
*
Okay,... let us know later after you viewed yr statements,.. can you share with me what is the yield you are enjoying now with Croesus ? I have been through yr predicament before,.. see if I can recommend something to you,....
TSprophetjul
post May 19 2017, 12:01 PM

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QUOTE(Vector88 @ May 19 2017, 11:01 AM)
taikor in Perth to open account ar ? haha...
*
Ordi gotta account 4years ago. smile.gif
TSprophetjul
post May 19 2017, 12:03 PM

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QUOTE(Hansel @ May 19 2017, 11:07 AM)
Okay,... let us know later after you viewed yr statements,.. can you share with me what is the yield you are enjoying now with Croesus ? I have been through yr predicament before,.. see if I can recommend something to you,....
*
Based on my cost, 9.9% yield.

prince_mk
post May 19 2017, 12:19 PM

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QUOTE(Ramjade @ May 19 2017, 10:16 AM)
Look carefully. Current yield is only 6.1xx%

Source: S-reit yield data website.

Combination of aims + mlt +flt dividend yield (at the time I bought) > Ascendas reit.
*
this strategy also can ? really thumb up for you.

ok will consider your suggestion. I have aims. but still thinking of mlt and flt.

bro Hansel did mention on flt. I might add the FLT first.
prince_mk
post May 19 2017, 12:21 PM

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QUOTE(prophetjul @ May 19 2017, 10:41 AM)
Yeah. Depends on your goals of investing. Some people like the yanks are happy with 4% yields.
But for me, anything less than 7% net is difficult to invest in especially with forex risks as well.
*
I agree wth you boss.

we are preparing for retirement income.

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