It is confirmed. AIMS APAC REIT is going to buy Woolworths' HQ in Sydney. The price tag? Around S$454 million. This is going to increase the REIT's portfolio value by more than 26%. (adsbygoogle = window.adsbygoogle || []).push({}); As a... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Following the announcement of Koh Wee Lih’s resignation as the chief executive officer (CEO) and ... Read more >> The post AIMS APAC REIT (SGX:O5RU): Buy the dip? first appeared on .

This very short blog is in reply to a reader's comment on a topic which other readers might find interesting. AIMS APAC REIT is well run and it has been very rewarding as an investment for income. A perpetual bond is a good thing for the REIT... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Mapletree North Asia Commercial TrustAfter significant sales in Aims Apac Reit, the portfolio needs some higher yield Reit to compensate for the dividend. One of the consideration is MNACT due to Maple Story ... and of-course the yield. The main concern is the potential rights issue. Nevertheless, no harm to go ahead to initiate some token purchases.The Business update is out today so I thought

Halfway through the year, how has the S-REIT market performed in 1H 2021? Below is the table of the Top 10 gainers in S-REITs, sorted by order of ranking. This table is taken from the StocksCafe REIT screener.   Top 10 YTD performers. Data taken from the StocksCafe REIT screener.   Below are the charts of each of the Top 10 performers in the S-REIT market. The 10 S-REITs in this list gained an average of 23.09% YTD.   Charts of the Top 10 YTD S-REIT performers. Data taken from ShareInvestor.   Observations Small and Medium Market Cap REITs outperformed Big Market Cap REITs. With the exception of ParkwayLife REIT, 9 of the top 10 performing REITs have market capitalisations of $2.2B and below. The 10 S-REITs in this list gained an average of 23.09% YTD, while the 5 largest ma

With access to properties and relatively good yields, Singapore investors enjoy investing in REITs. Given that the low-interest-rate environment is here to stay, REITs continue to be able to refinance their debt at attractive levels. The one thing REIT investors need to be watchful about is how COVID-19 will change the way we live, work and play – as these will affect the various property types differently and also in different geographic regions. Even one year after COVID-19 was first reported, hospitality REITs continue to be impacted. Meanwhile, logistics, data centre and healthcare REITs are more relevant than ever. Read Also: [2020 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore How Singapore REITs Performed In 1st Quarter 2021 To get a broad overview of h

One year has passed since Covid escalated and markets hit rock bottom in March 2020.  How did my trades perform and what did I learn? In March 2020 I made 27 trades across 10 counters. Today I got inspired by fellow investing blogger My 15 Hour Work Week who revisited all his trades from the worst time of the Covid market turmoil last year. Following Mr. 15HWW’s example, here is what I did… March 4, 2020 Stocks are selling off, what a bargain! Bought: 100 shares of DBS for SGD 23.9 each for a total of SGD 2,390 Bought: 1,100 shares of SINGTEL for SGD 2.99 each for a total of SGD 3,289 March 10, 2020 Is this the begin of a major sell off? STI ETF below SGD 3, so cheap! Bought: 900 shares of STI ETF for SGD 2.85 each for a total of SGD 2,565 Financial Times cover for March 10 l

The year 2020 was full of surprises. COVID-19 was one of them. It is depressing to describe the ordeal that many of us went through over the past year but the pandemic has fundamentally changed the way we live. Most of us are still working from home by default which makes office assets look redundant. Tourists are a rare sight nowadays as most international flights are still grounded and hotels are struggling to fill their rooms. City malls are also scrambling to bring shopper traffic back as they used to depend on office workers and tourists for footfall in the past. On the other hand, industrial properties like logistics and data centre assets have performed really well in the post-pandemic world. More people are shopping online and it has naturally led to increased demand for war

2020 was an unprecedented year. Many of us never expect that the medical advancement of mankind would ever face another pandemic like the Spanish flu 100 years ago...   Well, time to do a final review on my portfolio's performace in 2020.Top 30 positions of my portfolio at end 2020:1. SGX2. ParkwayLife Reit3. UOB4. FCT5. Keppel DC Reit6. OCBC7. CICT8. Frasers L&C Tr9. SATS10. AIMS APAC Reit11. Keppel Corp12. Mapletree Com Tr13. Ascendas Reit14. CDL HTrust15. Suntec Reit16. SingTel17. SPH Reit18. Capitaland19. Keppel InfraTr20. Starhill Global Reit21. VICOM22. Bukit Sembawang23. Netlink NBN Tr24. Sembcorp Indust25. ST Engg26. SIA Engg27. ARA LOGOS Log Tr28. Cromwell Reit Euro29. Frasers Property30. AstreaIVB4.35%Total dividends collected in 2020: $15,399.93Average monthly

Basic Profile & Key StatisticsAIMS APAC REIT (AAREIT) invests in Logistics, Industrial and Business Park properties in Singapore and Australia.Lease ProfileOccupancy is healthy at 93.6%. WALE is slightly long at 4.41 years where highest lease expiry within 5 years is at 26.2%, falls in FY2022. Weighted average land lease expiry is short at 41.92 years.Debt ProfileGearing is healthy at 35.4%. Cost of debt is high at 3.3% despite low unsecured debt at 26.4%. Fixed debt is moderate at 81.1%. Interest cover ratio is moderate at 3.8 times. WADE is short at 2.2 years and the highest debt maturity of 28.9% falls in FY2021. From the latest presentation, AAREIT has executed a supplemental agreement to refinance its loan, the pro forma WADE is slight long at 3.1 years, and the highest debt matur

Basic Profile & Key StatisticsAIMS APAC REIT (AAREIT) managed properties in multiple sectors of Logistics, Industrial and Office. As of now, AAREIT is maintaining its quarter distribution & financial reporting policies amid the recent change in SGX rule. Current dividend yield (TTM) is at 7.66% and P/NAV is at 0.92. With market cap of $ 880 millions, it is relative small as median market cap for SREITs at this moment is S$ 1.25 billions.Lease ProfileOccupancy is at the low side due to the transition of master leases to multi-tenancy leases at 1A International Business park and 20 Gul Way. Committed WALE is good at 4.3 years. Highest lease expiry fall in the FY2022 at 25.4% of GRI, thus does not poses highly concentrated lease expiry risk. As majority of properties is based in Singa

So the long awaited black swan, in the form of the invisible coronavirus, has finally arrives... The event this year is unprecedented.  How could we ever imagine such things as cross-border travel and businesses would come to almost a complete halt? I have been through the Lehman brothers' crash, although my portfolio was very much smaller at that time.  My REIT counters accounted for almost half of my portfolio this time, and it is time to do a review on their performace so far.1. Industrial Reits Grade A: Keppel DC Reit, Ascendas Reit, Frasers L&C Tr.- Strong performance, still above my average price.Grade B: Aims APAC Reit. - In green territory, still above my cost price (with dividends collected).Grade C: Cromwell Reit, ARA LOGOS Log Tr.- In red territory, even

Now, all of us should aware that government had announced for a lot workplaces to be closed on Tuesday and school to closed on Wednesday until 4th May. There are quite some numbers of companies are exempted though. From what I see, this closure is more on retail and office instead of industry and logistics.Extracted from Ministry of Trade & Industry Facebook PageDue to this COVID-19, hospitality REITs get the first impact, people couldn't travel due to travel restrictions imposed by different countries. This followed by retail REITs which affected due to tourism, social distancing and now closure of non-essential services. Office REIT would be affected too, though some can be mitigate with "work from home" practice. If this situation continue, eventually industrial and logistics w