Singapore’s inflation, which reached multi-year highs in 2021 at 2.3%, up from -0.2% in 2020, is expected to remain high in 2022 as well. The prolonged war between Ukraine and Russia has added to the woes with a surge in food and energy prices due to supply shortages. Real estate is one asset class that performs well in a high inflation environment. While the purchase of physical properties requires large investment sums, REITS, on the other hand, offer a more palatable option to get exposure to the property market. Given that most of the safe management measures were lifted from 26 April 2022, and coupled with MAS’s expectation of GDP growth to be between 3% and 5% this year, some sectors could perform better than others in the second half of 2022. Here are four REIT sectors that we t

This article contains affiliate links. DollarsAndSense may receive a share of the revenue from your sign-ups that goes towards keeping the site sustainable. You can read our editorial policy for more information. Real Estate Investment Trusts (REITs) is a popular type of investment in Singapore. In fact, it is so popular that Singapore has grown to become the largest REIT market in Asia ex-Japan with a market capitalisation of $108 billion comprising 42 REITs and Property Trusts. While there are many REITs with both local and overseas property portfolio, many REITs with purely overseas properties have also chosen to list on the Singapore Exchange (SGX). Investors in Singapore are mainly drawn to REIT investments for two reasons. #1 REITs Are Essentially Property Investments. Singapore

The STI climbed a wall of worry to rise 166 points or 5.1% to 3,408.52 over the month The STI’s first quarter gain was 9.1% The rise came despite was in Ukraine and the US Fed signalling it will be aggressive in raising interest rates Oil prices weakened after news that US will tap its reserves The US Treasury yield curve inverted twice during the week US inflation is still running red hot Banks and hospitality Reits were best performers Sembmarine gave notice of 3 years of losses Market cap rose 2.8% to S$884.2b Stocks managed to climb a “wall of worry’’, STI up 9.1% in 1Q The Straits Times Index managed a 166 points or 5.1% gain at 3,408.52 over the month of March, which might lead to quite a few raised eyebrows given that the war in Ukraine is dragging on, oil prices are sti

This article will build on what I have written about this specific equity sector called REITs.  Why should you invest in REITs? What are the advantages? What are the deeper considerations when you are an intermediate REIT investor? You can read them for FREE in my REIT Training Center here. If you have read up on the virtues and the disadvantages of investing in some REITs, you are ready to get started. The first step is to know how to purchase and sell REITs on a stock exchange in the first place. This is covered in this Beginner’s Guide – How to Buy and Sell Stocks, Bonds, REITs and ETFs in Singapore. The next question is: How do you go about obtaining the information you need to make sense of an individual REIT, a subcategory of REIT and the REIT sector in general? In

2021 wasn’t a great year for REITs. When everyone thought that the worst was over, the new variants Delta and Omicron emerged. This resulted in the tightening of pandemic measures in Singapore and the rest of the world. The new variants caught everyone by surprise, especially investors with exposure to REITs. REITs with a heavy concentration in the retail and office sectors remained laggards in terms of recovery as workers continued to work from home. Travel bubbles have helped but it wasn’t sufficient to stage a full recovery of tourist arrivals, so hospitality assets remain depressed. Industrial REITs with logistics and data centre assets, which benefited from lockdowns in 2020, did poorly in 2021. Performance of selected Singapore REITs. The returns in the chart don’t co

13 December 2021 Money & Me: First Reit, CapitaLand, Daiwa, Digital Core Reit and the best of the S-Reit pivots Singapore REITs are going strong despite being in a pandemic for almost two years, remaining resilient amidst the Covid-19 slump generally seen across many other sectors. Michelle Martin gets insights from Kenny Loh, REIT Specialist and Independent Financial Advisor on how they’re performing today, and who he thinks are the best of the S-Reit pivots Mergers & Acquisitions Overview in the S-REIT space First REIT acquisition of Nursing Homes in Japan Capitaland needs to pull a rabbit out of the hat for Singapore’s largest Reit to multiply How has Daiwa Logistics Trust fared since its listing Digital Core REIT prospects Ascott Trust and CDL Hospitality Trusts

Sudden news of South African virus variant cut 2% off the STI at 3,166.27 Biggest selling came on Friday when index tumbled 1.7% Wall St also took a hit, major indices down 2.3-2.5% after earlier rise in the week on Powell’s re-appointment as Fed chair Bonds benefited from flight to safety, US 10-year Treasury yield plunged from 1.64% to 1.48% Travel and hospitality stocks were the losers, healthcare and glove maker stocks were the winners Economy is expected to grow 3-5% next year October’s manufacturing up 16.9% New virus, new problems A large, unexpected plunge on Friday because of news of a new Covid-19 variant cut 55.35points or 1.7% off the Straits Times Index at 3,166.27 meant that for the week, the index sustained a loss of 66 points or 2%. During Asian trading hours on Fri

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 842.13 to 872.79 (+3.64%) compared to the last month update. Currently the Singapore REIT index is still trading with a range between 816 and 890. As for now, Short term direction: Up. Medium direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 890. Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on October 3, 2021. Fundamental Analysis of 38 Singapore REITs The following is the compilation of 38 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and ther

The Straits Times Index gained 2% last week at 3,173.91 Travel and hospitality stocks in play as new travel lanes announced Early Wall St jitters because of oil spike were replaced by optimism from corporate earnings US FOMC minutes: tapering might start in Nov or Dec SGX: Interest rate expectations underpinned banks outperformance Bitcoin surged above US$61,000 on ETF optimism October is shaping up to be much better than Sep September was not a great month for local stocks, but October is shaping up to be better, judging by the performance over the first two weeks. After gaining 2% in the first week to settle above 3,100, the Straits Times Index last week added another 2% with a 61-points rise to 3,173.91, thanks mainly to more signs of economic reopening as well as a benign Wall Stree