REITs with overseas assets has become increasingly popular and have proliferated on the SGX in recent years. These REITs span across all sub-sectors from classes from office, retail, industrial to even data centres. As an investor, what are the things to look out for before investing in REITs with overseas assets vs those that focus on Singapore only? We won’t mention REITs that have a mix of Singapore and overseas assets, such as Suntec REIT, because they are more difficult to analyze compared to those solely with foreign or Singapore assets. This difficulty arises because the local/foreign asset mix has a differing impact on performance, risk and returns. First up, let’s see which REITs have solely foreign assets and which only have Singapore assets. Singapore Foreign Office Ca

1.  SPH Reit  --  6th Apr 20182.  SPH  --  10th Apr 20183.  M1  --  16th Apr 20184.  Soilbuild REIT  --  16th Apr 20185.  Kep DC Reit  --  16th Apr 20186.  Kep Inf Trust  --  16th Apr 20187.  Kep T&T  --  17th Apr 20188.  Kep-KBS US Reit  --  17th Apr 20189.  First REIT  --  17th Apr 201810.  Kep Reit  --  18th Apr 201811.  Ascott Reit  --  18th Apr 201812.  Kep Corp  --  19th Apr 201813.  FrasersCom Trust  --  20th Apr 201814.  SGX  --  20th Apr 201815.  CapitaMall Trust  --  20th Apr 201816.  MapletreeInd Trust  --  23rd Apr 201817.  Ascendas

MARKET OVERVIEW- Stocks could follow Wall Street higher as technology stocks remain in play ahead of 1Q18 earnings releases although growth momentum could ease from the high base last year.- Technically, the STI is facing some resistance near the topside of downtrend channel at 3,520, with support at 3,375.CORPORATE RESULTS*Ascott Residence Trust- 1Q18 DPU missed estimates despite rising rights-adjusted 15.4% to 1.35¢.- Excluding one-off FX gains, DPU would be up 9.4% to 1.28¢.- Revenue (+1%) and gross profit (+3%) was shored by a New York hotel and two German serviced residences, acquired in 2017.- Portfolio RevPAU improved 1% to $129 on better operational performances in Belgium, China, UK and Indonesia.- Aggregate leverage rose to 36.1% (+1.6ppt q/q).- Trading at an annualised 1Q yiel

One reader left a comment on what my "non-SRS" positions are in the portfolio is that generated the $50,708 passive income, so let me break it down for you (even though i have blogged about the various holdings in piece-meal) . . .  Note that this post only includes holdings which i hold for the long term and for the passive income. It excludes IPO punts and positions which are not intended for passive income.The investment cost of the portfolio (both SRS and non SRS) is around $788,681 and is not marked to market (e.g. UMS holdings went up but Hyflux Perps crashed and the SGD fluctuates quite a bit against the USD) and it generates a blended yield of 6.4%. The USD/SGD rate used is 1.32The monthly "cash flow" pattern is as follows where i managed to create a portfolio that gives me so

Real Estate Investment Trusts (REITs) are one of the most popular investment choices for investors in Singapore. This is because REITs give investors exposure to the property market, in Singapore and in diverse overseas markets, as well as offer relatively good returns. In 2017, the SGX S-REIT 20 Index, comprising 20 of the largest and most highly-traded REITs listed in Singapore, delivered a return of close to 27.1%. This strong showing has been followed up by relative weakness in the year-to-date 2018, delivering a return of negative 4.8%. Compared to the broad market, the Straits Times Index (STI) has delivered a slightly lower return of 18.1% in 2017, but continued to deliver a return of 4.3% in the year-to-date 2018. This month, majority of the REITs announced their FY2017 results. H