Welcome Guest ( Log In | Register )

689 Pages « < 253 254 255 256 257 > » Bottom

Outline · [ Standard ] · Linear+

 Singapore REITS, S-REITS

views
     
Properlog
post Jun 1 2017, 03:40 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(bearbear @ Jun 1 2017, 03:21 PM)
I have DBS acc, everything was done online. You should call and ask.

CDP is very important, pls make sure they do it for you. my case my trading acc ready but CDP delay.

Elea, FCoT hitting 1.39!
*
Thanks, Bro. Will apply online and call them later.
How about capitalland mall reit ? I know this question may look very beginner and newbie question, but i have no idea on reit now. notworthy.gif
This look reliable and stable grow for me. smile.gif
Btw, what is FCoT?
Ramjade
post Jun 1 2017, 03:43 PM

20k VIP Club
*********
All Stars
24,329 posts

Joined: Feb 2011


QUOTE(Properlog @ Jun 1 2017, 03:40 PM)
Thanks, Bro. Will apply online and call them later.
How about capitalland mall reit ? I know this question may look very beginner and newbie question, but i have no idea on reit now. notworthy.gif
This look reliable and stable grow for me.   smile.gif
Btw, what is FCoT?
*
All malls will be affected by amazon and alibaba battle. Whethe they can survive is another question.

FCoT - Frasers Commercial Trust

From my previous post
QUOTE(kart @ May 20 2017, 10:44 PM)
How do you all decide the best price to buy S-Reits? Do you use something like 10-day average price, or 30-day average price, as a guide?

For example, the current share price of Soilbuild Business Space REIT is SGD 0.680. What would be the best price to buy this S-Reit?

Thanks for the advice. smile.gif
*
1) For me, I determine how much yield I want. Very simple it must beat malaysia's amanah saham in the long run.
A 5.75% yield can beat a 6%+ amanah saham over long period of time.
Eg. You know a reit can give 6%+ yield but right now it's giving 5.8%+ yield, do you want it or do you want to wait? I will wait. (eg. CCT at current price. Will I buy CCT? No. See reason 9. If they give me 7%, yes, I will take not 6% biggrin.gif )
2) How much debt it have
- again this is not set in stone. Lower debt of course better la. But Mapletree greater china IMO is better than capital china retail eventhough mapletree have ~40% gearing -way higher than Capitalland. But we need to see, mainland china are esavvy shopper. In china, you have online store everywhere (alibaba, 360, baidu, tencent, xiaomi, etc) We all know that amazon is beating the crap out of brick and mortar shopping lot. Do we still want capital china retail? If Fortune reit (a HK reit with shopping malls can survive HK, then shopping mall can still survive in HK). Fortune reit would be better option shopping reit vs Mapletree GCC but Fortune reit dividend only 5+% vs 7%+ of mapletree. Next thing you do is look at the mall owned by Mapletree. Is it it good? Even though it's only one mall, but it's a higher version of vivocity. I will bite but not now. Anyway with that high gearing, sooner or later Mapletree will have to issue rights.That time, price will drop. Div yield may reach 8%+ drool.gif
3) Occupancy rate - the higher the occupancy, the higher the rental (not always true but having the place occupied and people paying rental is better than vacant), does it beat it's peer.
4) Types of building and location
5) Whether it achieve (+) rental reversion
6) NPI - a good reit should increase NPI
7) How the reit manager handle bad times (CMT, FCpT, FCT, CCT, Aims)
8) Read blogs (investmentmoat, fifth person, turtle investor (he's mostly index investor but sometimes does reit review), assi (some I don't agree like ASSI going for Capitalland China Trust and Starhill Global) does good reviews on reit
9) I am sucker for diversification. That's why my reits I choose are not all pure play SG-reit (Hence FCT, MLT and MCT is in my portfolio)
10. I want access to certain market but do not wish to pay withholding tax (I at looking at you AU and US). Hence I add FLT and manulife US when the time is right. Both does not incur 30% withholding tax.
20. How to know price high or not? Use google finance to find out. They have nice chart which shows previous prices.

My goal (when I started in Jan) is buy at whatever market price and collect dividend first. Later when opportunities present itself, use dividend collected to average down. A bad strategy but so far it works. Some of my reits I bought at market price giving me 7-9% paper gain (including latest dividend). If opportunity present itself to average down, I will take it. There's still some reits on my shopping list I have got yet. See eg in reason 1.

Right now, not buying anything. No money. No discount. sad.gif

Sorry for long post.

This post has been edited by Ramjade: Jun 1 2017, 03:52 PM
Properlog
post Jun 1 2017, 04:35 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(Ramjade @ Jun 1 2017, 03:43 PM)
All malls will be affected by amazon and alibaba battle. Whethe they can survive is another question.

FCoT - Frasers Commercial Trust

From my previous post

1) For me, I determine how much yield I want. Very simple it must beat malaysia's amanah saham in the long run.
A 5.75% yield can beat a 6%+ amanah saham over long period of time.
Eg. You know a reit can give 6%+ yield but right now it's giving 5.8%+ yield, do you want it or do you want to wait? I will wait. (eg. CCT at current price. Will I buy CCT? No. See reason 9. If they give me 7%, yes, I will take not 6% biggrin.gif )
2) How much debt it have
- again this is not set in stone. Lower debt of course better la. But Mapletree greater china IMO is better than capital china retail eventhough mapletree have ~40% gearing -way higher than Capitalland. But we need to see, mainland china are esavvy shopper. In china, you have online store everywhere (alibaba, 360, baidu, tencent, xiaomi, etc) We all know that amazon is beating the crap out of brick and mortar shopping lot. Do we still want capital china retail? If Fortune reit (a HK reit with shopping malls can survive HK, then shopping mall can still survive in HK). Fortune reit would be better option shopping reit vs Mapletree GCC but Fortune reit dividend only 5+% vs 7%+ of mapletree. Next thing you do is look at the mall owned by Mapletree. Is it it good? Even though it's only one mall, but it's a higher version of vivocity. I will bite but not now. Anyway with that high gearing, sooner or later Mapletree will have to issue rights.That time, price will drop. Div yield may reach 8%+ drool.gif
3) Occupancy rate - the higher the occupancy, the higher the rental (not always true but having the place occupied and people paying rental is better than vacant), does it beat it's peer.
4) Types of building and location
5) Whether it achieve (+) rental reversion
6) NPI - a good reit should increase NPI
7) How the reit manager handle bad times (CMT, FCpT, FCT, CCT, Aims)
8) Read blogs (investmentmoat, fifth person, turtle investor (he's mostly index investor but sometimes does reit review), assi (some I don't agree like ASSI going for Capitalland China Trust and Starhill Global) does good reviews on reit
9) I am sucker for diversification. That's why my reits I choose are not all pure play SG-reit (Hence FCT, MLT and MCT is in my portfolio)
10. I want access to certain market but do not wish to pay withholding tax (I at looking at you AU and US). Hence I add FLT and manulife US when the time is right. Both does not incur 30% withholding tax.
20. How to know price high or not? Use google finance to find out. They have nice chart which shows previous prices.

My goal (when I started in Jan) is buy at whatever market price and collect dividend first. Later when opportunities present itself, use dividend collected to average down. A bad strategy but so far it works. Some of my reits I bought at market price giving me 7-9% paper gain (including latest dividend). If opportunity present itself to average down, I will take it. There's still some reits on my shopping list I have got yet. See eg in reason 1.

Right now, not buying anything. No money. No discount. sad.gif

Sorry for long post.
*
Really thanks to yout reply,Bro.
But not yet my level to understand, will absorb slowly for the inputs.
thumbup.gif
bearbear
post Jun 1 2017, 10:04 PM

You'll Never Walk Alone!~!~
********
All Stars
10,061 posts

Joined: Dec 2004
From: Sheffield


QUOTE(Properlog @ Jun 1 2017, 04:35 PM)
Really thanks to yout reply,Bro.
But not yet my level to understand, will absorb slowly for the inputs.
thumbup.gif
*
slow & easy

good luck!
elea88
post Jun 1 2017, 10:33 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


QUOTE(Properlog @ Jun 1 2017, 04:35 PM)
Really thanks to yout reply,Bro.
But not yet my level to understand, will absorb slowly for the inputs.
thumbup.gif
*
just learn along the way.. no need analyse till paralyse.

Start with AIMS.. easy peasy.. tutup mata now is 7%....

CAPMAL.. many of us here will be trying to get out.. fear of ONLINE SHOPPING.

See US retail.. and same trend will be happening in Asia.


Properlog
post Jun 1 2017, 10:42 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(elea88 @ Jun 1 2017, 10:33 PM)
just learn along the way.. no need analyse till paralyse.

Start with AIMS.. easy peasy.. tutup mata now is 7%....

CAPMAL.. many of us here will be trying to get out.. fear of ONLINE SHOPPING.

See US retail.. and same trend will be happening in Asia.
*
Hi Elea, thank for the hint...so better to select those with industrial one ah because the demand will be getting higher as more online shopping need warehouse for stocks?btw...what is AIMS yup?related to industrial one ?😄
Properlog
post Jun 1 2017, 10:43 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(bearbear @ Jun 1 2017, 10:04 PM)
slow & easy

good luck!
*
Thanks yup...should learn from all taikor here!👍Step by step
Ramjade
post Jun 1 2017, 11:09 PM

20k VIP Club
*********
All Stars
24,329 posts

Joined: Feb 2011


QUOTE(Properlog @ Jun 1 2017, 10:42 PM)
Hi Elea, thank for the hint...so better to select those with industrial one ah because the demand will be getting higher as more online shopping need warehouse for stocks?btw...what is AIMS yup?related to industrial one ?😄
*
Not necessarily. Now there's oversupply of warehouse, office, shopping mall. thumbup.gif You also need to look at general economy. Right now warehouse still got demand as SG is a port. But if world economy slowing down/SG port not important, as mentioned below, warehouse also useless already thumbup.gif
QUOTE(Ramjade @ May 27 2017, 07:54 PM)
Another blow to Singapore
Tankers begin to offload oil through China-Myanmar pipeline bypassing Singapore altogether

Number of bypasses:
1) Gwadar Port, Pakistan (operational)
2) Kyaukpyu port, Myanmar (operational)
3) Kuantun port via ECRL (coming soon!)

3 bypasses. Can Singpaore still survive?  hmm.gif  sad.gif cry.gif  Thanks to Singaporean politician who openly delare their allegiance to US.  sad.gif
*
Good place to start
http://fifthperson.com/
http://reitdata.com/category/yield/
http://singaporeanstocksinvestor.blogspot.my
http://investmentmoats.com/
Properlog
post Jun 1 2017, 11:24 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(Ramjade @ Jun 1 2017, 11:09 PM)
Not necessarily. Now there's oversupply of warehouse, office, shopping mall.  thumbup.gif  You also need to look at general economy. Right now warehouse still got demand as SG is a port. But if world economy slowing down/SG port not important, as mentioned below, warehouse also useless already  thumbup.gif
Good place to start
http://fifthperson.com/
http://reitdata.com/category/yield/
http://singaporeanstocksinvestor.blogspot.my
http://investmentmoats.com/
*
Ram Bro...confusing...there is a lot factor to consider...will learn step by step...at least get some good info here..thank you for your link...it save me a lot time to get start..👍
Ramjade
post Jun 1 2017, 11:35 PM

20k VIP Club
*********
All Stars
24,329 posts

Joined: Feb 2011


QUOTE(Properlog @ Jun 1 2017, 11:24 PM)
Ram Bro...confusing...there is a lot factor to consider...will learn step by step...at least get some good info here..thank you for your link...it save me a lot time to get start..👍
*
You are in SG right, go for Dividend Machine when it opens for registration. Brought to you by the people of Fifth Person.
Properlog
post Jun 2 2017, 01:56 AM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(Ramjade @ Jun 1 2017, 11:35 PM)
You are in SG right, go for Dividend Machine when it opens for registration. Brought to you by the people of Fifth Person.
*
Yup...in SG...bro...but what is this?
Ramjade
post Jun 2 2017, 10:33 AM

20k VIP Club
*********
All Stars
24,329 posts

Joined: Feb 2011


QUOTE(Properlog @ Jun 2 2017, 01:56 AM)
Yup...in SG...bro...but what is this?
*
Is a course which will bring you up to date for investing for dividend income.

Quite cheap at about SGD300+ with lifetime updates.

Not these course which try to sell you other stuff and ask you to.pay few thousands.
elea88
post Jun 2 2017, 10:34 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


https://www.reitsweek.com/2017/06/croesus-r...u-property.html

anyone topping CROESUS.. now is $1...
bearbear
post Jun 2 2017, 10:42 AM

You'll Never Walk Alone!~!~
********
All Stars
10,061 posts

Joined: Dec 2004
From: Sheffield


elea....I cannot click le $1 for croesus
TSprophetjul
post Jun 2 2017, 10:44 AM

10k Club
********
All Stars
12,267 posts

Joined: Oct 2010

QUOTE(elea88 @ Jun 2 2017, 10:34 AM)
Yeah....I did yesterday sweat.gif
Properlog
post Jun 2 2017, 12:13 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(Ramjade @ Jun 2 2017, 10:33 AM)
Is a course which will bring you up to date for investing for dividend income.

Quite cheap at about SGD300+  with lifetime updates.

Not these course which try to sell you other stuff and ask you to.pay few thousands.
*
Thanks for the info...Bro...however the course seem close for register d
Ramjade
post Jun 2 2017, 12:15 PM

20k VIP Club
*********
All Stars
24,329 posts

Joined: Feb 2011


QUOTE(Properlog @ Jun 2 2017, 12:13 PM)
Thanks for the info...Bro...however the course seem close for register d
*
That's why I said when it open, you can go register. It's once a year. After that, you don't need to pay anything else.
Properlog
post Jun 2 2017, 12:16 PM

Casual
***
Junior Member
424 posts

Joined: Mar 2016
QUOTE(Ramjade @ Jun 2 2017, 12:15 PM)
That's why I said when it open, you can go register. It's once a year. After that, you don't need to pay anything else.
*
Got it...Bro...will check frequently👍
elea88
post Jun 2 2017, 12:18 PM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


QUOTE(prophetjul @ Jun 2 2017, 10:44 AM)
Yeah....I did yesterday  sweat.gif
*
i kiasu key in .98; .99 1.00 all not done...
will patiently wait.
Ramjade
post Jun 2 2017, 12:28 PM

20k VIP Club
*********
All Stars
24,329 posts

Joined: Feb 2011


QUOTE(Properlog @ Jun 2 2017, 12:16 PM)
Got it...Bro...will check frequently👍
*
It's open for registration In January-Feb if I am not mistaken.

This post has been edited by Ramjade: Jun 2 2017, 01:40 PM

689 Pages « < 253 254 255 256 257 > » Top
 

Change to:
| Lo-Fi Version
0.1125sec    1.26    6 queries    GZIP Disabled
Time is now: 27th November 2025 - 10:37 AM