Singapore REITS, S-REITS
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 Apr 16 2024, 10:08 AM
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#1
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Senior Member
5,270 posts Joined: Jun 2008  
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Good morning TOS, managed to settle my ikbr. I know it ain't good asking for trading advise but I'm relatively new to Singapore stock exchange scene but I want to move my assets from Malaysia seeing how unstable it is. Which sreit should I start with? Something stable and exposed to hotels? Or should I reconsider being exposed to tourism. TOS liked this post
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Apr 16 2024, 10:18 AM
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#2
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Senior Member
5,270 posts Joined: Jun 2008
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QUOTE(prophetjul @ Apr 16 2024, 10:09 AM) Then you need to read up and make a discussion rather asking for help. If you know me and seem me in the other subs you wouldn't be saying this which brings nothing to the table. I must politely tell you that sometimes it's good to give abit of guidance for a spark of idea.   QUOTE(TOS @ Apr 16 2024, 10:15 AM) If possible, don't touch REITs at all. Just stick to the S-banks will do. Too many conflict of interests in REITs. Parkway was something I am looking at as Singapore is a great place for cancer treatment. Thanks for the head up.If you really feel itchy, stick to REITs with good sponsors like those Temasek-linked ones, e.g. Capitaland and Mapletree. These are usually large-cap REITs. Sector-wise, hospitality/hotels are very cyclical and precisely the opposite of what you want: stability. Most stable: healthcare/industrial/infrastructure, followed by data center, commercial, retail, and finally hospitality. Good ones include: Parkway LIFE REIT (healthcare), Ascendas REIT (logistics/data center), Mapletree Industrial/Logistics Trust (logistics and data center), CICT (retail and commercial). Hope that helps. TOS liked this post
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Apr 16 2024, 10:21 AM
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#3
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Senior Member
5,270 posts Joined: Jun 2008
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QUOTE(TOS @ Apr 16 2024, 10:16 AM) Frasers Logistics and Commercial Trust looks ok too, but Frasers the sponsor has had issues before... better stay away from Fraser's group REITs... I think I'll stick with healthcare for Singapore as this is a familiar territory for my industry. I'm currently exposed to ytl reit that handles hotel chainsAdd on went to look at the graph of parkway on ikbr. Holy smokes it's that bad huh for Singapore reits This post has been edited by Avangelice: Apr 16 2024, 10:24 AM |
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Apr 24 2024, 02:58 PM
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#4
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Senior Member
5,270 posts Joined: Jun 2008
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I'm holding ytl reit under bursa and thinking to divest it to invest in Singapore hospitality reits which I'm aiming for Ascott trust as their wide range of properties around the globe but looking at the underlying assets under CLAS, I'm not comfortable with the citadine and somerset brands as my personal experience with these two brands in kuching is bad.
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Apr 24 2024, 03:12 PM
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#5
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Senior Member
5,270 posts Joined: Jun 2008
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QUOTE(AthrunIJ @ Apr 24 2024, 03:02 PM) Then basically don't. Ah speaking on this. Ytl was contracted to build data centers in Malaysia so what are the chances these data centers will be placed under ytl reit? I'm digressing as this is a Singapore stock sub.Look at other sector. Like industrial, office etc Me personally is industrial as AI -> Data center Back to point. Another hospitality group that I'm seeing popping up like mushroom around the world is under pan pacific which falls under UOL Group Limited SGX: U14 but it ain't a reit This post has been edited by Avangelice: Apr 24 2024, 03:16 PM |
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Apr 24 2024, 03:26 PM
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#6
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Senior Member
5,270 posts Joined: Jun 2008
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QUOTE(AthrunIJ @ Apr 24 2024, 03:19 PM) What I know is. Agree with you on the offices too. It's a fickle business to be in. Now I'm wondering why UOL isn't getting a trust to handle their properties.Check out their sponsor. Must be solid. Then if you are ok with it then go ahead. It depend if YTL reit buys it from the main company Hospitality not for me I guess. Offices too |
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