Following my previous post on the Reits Symposium, the day has finally arrived for all Reits investors.The event was held on level 4 at the MBS Expo Convention which has a good full house crowd they have been raving about.They give pretty good kits goody bag once you have signed in which includes door gifts and a water bottle, sponsored by Share investor, Money 89.3 and First reit respectively. The event kicked off with Sgx Ceo, Loh Boon Chye, addressing the full house crowd on how the Reits sector has come a long way since the listing of the very first Reit in 2002. He particularly mentioned the success was due to Singapore being an early mover in this space, and our government putting in place an effective regulatory and tax framework.In 2013, SGX has entrenched themselves as a true

CapitaLand Mall Trust (CMT) is the largest retail REIT in Singapore, and the first REIT to be listed on the SGX back in 2002. It currently owns 15 malls across Singapore, which is worth a total of S$10.1 billion as of 31 December 2018. CMT is known for its remarkable financial standing and income stability. Rated ‘A2’ by Moody’s, CMT is the highest-rated REIT in Singapore. Despite this, there are a number of concerns over the REIT’s future growth, especially because its operations are limited to the Singapore market. I attended CMT’s AGM to find out about the company’s future growth avenues and also the management team’s outlook for the local retail sector. Here are 11 things I learned from the 2019 CapitaLand Mall Trust AGM: 1. Gross revenue increased 1.5% year-o

There are 34 Real Estate Investment Trusts (REITs), five stapled trusts and three property trusts listed on the Singapore Exchange Limited (SGX: S68). The sector has a combined market capitalisation of nearly S$100 billion, with Retail, Industrial and Office REITs making up the largest segments. In general, REITs are one of Singapore investors’ favourite investment vehicles, mainly due to the predictability of REITs’ earnings over the long term. Moreover, not only can Singapore investors buy REITs with exposure to Singapore properties but there are also plenty of REITs with international exposure. In this article, I’ll take a look at two of the best-performing international REITs year-to-date. REIT 1 The first REIT on our list is Keppel-KBS US REIT (SGX: CMOU). As a quick in

1. SPH REIT  --  5th Apr 20192. SPH  --  9th Apr 20193. First REIT  --  10th Apr 20194. Kep Infra Trust  --  15th Apr 20195. Kep DC Reit  --  15th Apr 20196. Kep-KBS US Reit  --  16th Apr 20197. Kep Reit  --  17th Apr 20198. Soilbuild REIT  --  17th Apr 20199. Kep Corp  --  18th Apr 201910. CapitaComm Trust  --  18th Apr 201911. MapletreeInd Trust  --  22nd Apr 201912. MapletreeCom Trust  --  23rd Apr 201913. FrasersCom Trust  --  23rd Apr 201914. Suntec Reit  --  24th Apr 201915. CapitaMall Trust -- 24th Apr 201916. Frasers Cpt Trust  --  24th Apr 201917. CapitaR China Trust  --  24th Apr 201918. SGX  --  25th Apr 201919.

There are 34 Real Estate Investment Trusts (REITs), five stapled trusts and three property trusts listed on Singapore’s stock exchange. The sector has a combined market capitalisation of nearly S$100 billion, with Retail, Industrial and Office REITs making up the largest segments. In general, the REIT structure is one of Singapore investors’ favourite investment vehicles, mainly due to the predictability of their earnings over the long term. Yet, not all REITs are created equally, and some perform stronger than the rest over the longer term. In this article, I’ll look at three best-performing Singapore REITs in the last three years (data as of 26 April 2019). REIT 1 The first REIT on our list is Mapletree Logistics Trust (SGX: M44U). As a quick introduction, Mapletree Log

There are many ways to find investment ideas. Some useful ways are to screen for stocks or to look at a list of stocks near their 52-week lows to sieve out potential bargains. Studying what institutional investors have been buying or selling is another avenue. Institutional investors are typically large investment organisations, such as hedge funds, mutual funds, unit trust companies, sovereign wealth funds, insurance companies and so on. These investors tend to possess vastly greater resources than individual investors like you and me when researching stocks. Hence, it may be useful to keep a close eye on what they are doing, as a way to generate ideas. In this article, I will look at two Singapore real estate investment trusts (REITs) that have seen the highest net disposal in dollar val

There are many ways to find investment ideas. Some useful ways are to screen for stocks or to look at a list of stocks near their 52-week lows to sieve out potential bargains. Studying what institutional investors have been buying or selling is another avenue. Institutional investors are typically large investment organisations such as hedge funds, mutual funds, unit trust companies, sovereign wealth funds, insurance companies and so on. These investors tend to possess vastly greater resources than individual investors like you and me when researching stocks. Hence, it may be useful to keep a close eye on what they are doing, as a way to generate ideas. In this article, I will look at two Singapore REITs that have seen the highest net purchase in dollar value by institutional investors for

Its earnings season again. Real estate investment trusts (REITs) have always been one of the favourite investment choices for risk adverse investors due to its stable earnings qualities. In this article, I will look at two REITs that have lived up to their investors’ expectation by delivering positive performance in their latest earnings updates. Let’s start with Parkway Life REIT (SGX: C2PU). As a quick background, Parkway Life REIT is one of the largest listed healthcare REITs in Asia by asset size. The REIT has ownership over three private hospital properties locally and hold stakes in 46 healthcare-related assets in Japan. It also has strata-titled units/lots in Gleneagles Intan Medical Centre in Malaysia. For the first quarter ended 31 March 2019, gross revenue grew 2.1% to

Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 866.27 to 869.49 (+0.37%) as compared to last post on Singapore REIT Fundamental Comparison Table on April 1, 2019. The REIT index continues to trade upward in the uptrend and currently getting very near to the immediate resistance of 875 (the previous high in 2018) after the recent minor correction which was supported by the 50D SMA.  Based on the current chart pattern and and momentum,  the sentiment is BULLISH and the trend for Singapore REIT direction is UP. All eyes will be focusing on whether the REIT index can break the 2018 high (875) and 2013 high (892) back in May 2013. We shall see whether the following fundamental REI

Since debuting in Singapore in 2002, real estate investment trusts (REITs) have grown to become one of the more popular investment vehicles. Besides providing investors with exposure to a wide variety of properties, REITs are also highly liquid, provide high dividend yields and can also appreciate in value. In the last few months, REITs have risen in value due to the US Federal Reserve’s more dovish stance on interest rates. Despite the higher valuations now, there are still many REITs in the market that currently sport relatively high yields. With that said, here are the three highest-yielding REITs in the market right now. REIT #1 Topping the list is Lippo Malls Indonesia Retail Trust (SGX: D5IU) with a dividend yield of 9.0%. The trust’s unit price has been hammered down in rec

Its earnings season again, and many Singapore REITs are starting to report their most recent results. REITs have always been a favourite investment choice for risk-adverse investors because of their stable earnings qualities. Let’s take a look at two REITs that have lived up to their investors’ expectations by delivering positive performances in their latest earnings updates. ESR-REIT (SGX: J91U) is the first REITs that announced a stronger quarterly result recently. ESR REIT invests in income-producing industrial properties and has a diversified portfolio of 57 properties located across Singapore. For the quarter ended 31 March 2019, gross revenue surged by 92.9% year on year to S$64.8 million, while net property income improved by 104.2% to S$48.6 million. Similarly, distribution

Investment Portfolio1. Received First REIT dividend of 2.15 cents/unit2. Received Kep REIT dividend of 1.39 cents/unit3. Entitled to MapletreeInd Trust scrip or cash dividend of 1.37 cents/unit4. Received MapletreeCom Trust dividend of 2.31 cents/unit5. Entitled to FrasersCom Trust scrip or cash dividend of 2.40 cents/unit6. Received CapitaMall Trust dividend of 2.88 cents/unit7. Received Frasers Cpt Trust dividend of 3.137 cents/unit8. Received Kep Corp dividend of 15 cents/share9. Received Genting SP dividend of 2 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.42+107.02%+88.24%First REIT$0.5973$0.97+62.01%+122.02%Genting SP$0.5314$0.985+84.77%+29.17%KepCorp$7.4156$6.77-9.07%+46.00%SIA$12.0697$9.68-20.20%+35.17%SingPost

Last Friday, Parkway Life REIT (SGX: C2PU) reported its 2019 first-quarter (Q1 FY19) earnings. As a quick introduction, Parkway Life REIT is one of the largest listed healthcare real estate investment trusts (REITs) in Asia, by asset size. The REIT has ownership over three private hospital properties locally and holds stakes in 46 healthcare-related assets in Japan. It also has strata-titled units/lots in Gleneagles Intan Medical Centre in Malaysia. Here, we look at nine things that investors should know about its latest result. In the latest quarter, gross revenue grew 2.1% to S$28.4 million while net property income (NPI) improved by 2.2% to S$26.5 million, respectively, as compared to the same period last year. Similarly, distribution per unit (DPU) was up by 3.5% as compared to the s

Ascendas Real Estate Investment Trust (SGX: A17U), also known as A-REIT, released its fourth-quarter and full-year 2019 (Q4 and FY 2019) earnings yesterday. A-REIT is one of the first REITs to list in Singapore, and it owns 171 industrial properties spread across Singapore, Australia, and the United Kingdom. A-REIT reported a decent set of earnings while distribution per unit remained stable. Here are nine takeaways from A-REIT’s full-year earnings release. 1. Gross revenue increased 2.8% year on year for FY 2019 to S$886.2 million from S$862.1 million, mainly attributed to the UK portfolio acquired in calendar year 2018, Australian properties acquired in calendar year 2017 and 2018, as well as redeveloped properties in Singapore (Schneider Electric Building and 20 Tuas Avenue 1) com

OUE Lippo Healthcare Ltd (SGX: 5WA) is the owner and manager of 12 nursing home facilities in Japan and a pharmaceutical distribution business in China. The company also owns land for development in China and Malaysia. As of 31 December 2018, OUE Ltd (SGX: LJ3) had a 64.35% stake in OUE Lippo Healthcare. OUE Lippo Healthcare recently released its annual report for the financial year ended 31 December 2018. I took a look to find out how the company intends to grow in the years ahead. Under the Chairman’s Statement, OUE Lippo Healthcare’s chairman, Lee Yi Shyan, revealed a “three-pronged growth strategy”. Strategic partnerships OUE Lippo Healthcare’s first growth avenue entails establishing strategic partnerships. In 2018, the company welcomed a strategic shareholder, ITOCHU, which

A look at the latest financial performance and valuation of First Real Estate Investment Trust (SGX: AW9U).

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Starhill Reit 377,000 0.755 284,635.00 30.0% 2. Vicom   31,300 6.79 212,527.00 23.0% 3. Netlink Trust 236,000 0.835 197,060.00 21.0% 4. First Reit 152,000 0.98 148,994.00 17.0% 5. The Hour Glass 106,900 0.80   85,520.00   9.0% 6. Far East Hospitality Trust     3,000 0.67     2,010.00   1.0% 7. Ho Bee Land        300 2.53        759.00   1.0% 8. Warchest     1,000     1

Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 842.91 to  866.27 (+2.77%) as compared to last post on Singapore REIT Fundamental Comparison Table on Mar 4, 2019. The REIT index continues to rise sharply in the uptrend and currently closing in the immediate resistance of 875 (the previous high in 2018). Based on the current chart pattern and and momentum,  the trend for Singapore REIT direction is UP but upside may be limited.  It remains to be seen whether the REIT index can break the 2018 high (875) and 2013 high (892) back in May 2013. We shall see whether the following fundamental REIT data to support the technical bull run.   Fundamental Analysis of 39 Singapore REIT

First Real Estate Investment Trust’s (SGX: AW9U) 2019 first-quarter distribution per unit was flat at 2.15 Singapore cents.

I had the opportunity to attend the AGM which was held this evening at the Mandarin Orchard Grand Ballroom at 2.30pm.I arrived sometime around 15 minutes and there were already long queues forming for the registration. The AGM was packed and there were a few folks who had to stand when they arrived a bit later.The door gift was a nice running tracker watch, courtesy of the printed First Real Estate Investment Trust. I think this is a similar model when the government distributed it out last year to the citizens during the health board promotion.There were new faces across the Board, and one of the prominent ones was Mr. Christopher James Williams, who became the new appointed Chairman and Non-Executive Director in late 2018. This was his first First Reit AGM.Ok, let's see what I can gather