I have always liked industrial S-REITs.Long time readers would remember blogs like this:Office REITs versus Industrial REITs.Industrial REITs having much higher distribution yields made the decision to invest heavily in them easier too.We will... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Supply chain disruptions during pandemic has resulted in surging commodity prices (eg. palm oil and other agricultural products, crude oil, metals, etc). The situation becomes worst with recent Russia-Ukraine war, global inflations would be higher in near term, pushing commodity market to even higher optimism. Instead of worrying about uncertain markets, a smart investor may consider strong commodity giant stocks with protection by rising commodity sector business, a natural way to hedge against high inflation with interest rate hike. In this article, you will learn from Dr Tee on 76 Singapore Commodity and Malaysia Plantation Stocks to profit in current stock market, some may be considered for longer term investing and / or short term trading with COVID-19 recovery stock rally

For those new to investing, putting your money in a benchmark country index is one of the easiest and safest ways to begin your journey. In Singapore, the benchmark index is the Straits Times Index (STI), and there are two STI ETFs – SPDR STI ETF and Nikko AM STI ETF – that we can invest in. What Is A Benchmark Index? A benchmark index of a country usually refers to the largest and most liquid stocks listed on its stock market. In Singapore, the Straits Times Index (STI) is made up of the 30 largest (by market capitalisation) stocks listed in Singapore. Combined, these companies comprise approximately 80% of the entire market value of stocks listed in Singapore. Hence, how the 30 stocks on the STI performs is representative of how the Singapore market performs. The STI is co

Ascendas Real Estate Investment Trust (AREIT) is Singapore’s largest listed business space and industrial REIT. AREIT owns and manages a well-diversified portfolio of industrial, logistics, business parks, and data centre properties, valued at S$16.3 billion as of 31 December 2021. The portfolio comprises 220 properties in Singapore, Australia, the United Kingdom, Europe and the United States. Here are eight things I learned from the 2022 Ascendas REIT AGM. 1. Gross revenue grew 16.9% to S$1.2 billion, and net property income (NPI) rose 18.6% to S$920.8 million in FY2021. The increase in revenue and NPI was mainly from newly acquired properties and completed developments during FY2020 and FY2021. 2. Distributable income grew 17% to S$630.0 million, while distribution per u

1.  SPH Reit  --  1st Apr 20222.  Kep Infra Trust  --  18th Apr 2022  (Business Update)3.  Kep DC Reit  --  19th Apr 2022  (Business Update)4.  Kep Pac Oak US Reit  --  19th Apr 2022  (Business Update)5.  MNACT  --  19th Apr 20226.  Kep Reit  --  20th Apr 2022  (Business Update)7.  MapletreeCom Trust  --  20th Apr 20228.  Kep Corp  --  21st Apr 2022  (Business Update)9.  ParkwayLife REIT  --  22nd Apr 2022  (Business Update) 10.  MapletreeInd Trust  --  26th Apr 202211.  CapitaLand China Trust  --  26th Apr 2022  (Business Update)12.  Sheng Siong  --  26th Apr 2022  (B

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

Global stock markets experienced mini dotcom bubble with over 30%-50% major correction in technology stocks, especially in US Nasdaq and Hong Kong. Both long term investors and short term traders are worried of high inflation over 8%, interest rate hike (may exceed 3% in 1 year), Russia-Ukraine War (higher commodity prices) which contribute to declining stock prices. A potential black swan may spread the fears in technology stocks to most sectors, resulting in a global financial crisis. Instead of worrying about uncertain markets, a smart investor and trader may consider strong dividend giant stocks with protection by defensive sector business, a natural way to hedge against high inflation with interest rate hike while collecting growing passive incomes in a steady way. In recen

CapitaLand Integrated Commercial (CICT) is the largest REIT in Singapore and the third largest REIT in Asia Pacific. As of 31 December 2021, it owns a portfolio of 11 retail malls, 7 office buildings, and 5 integrated developments in Singapore and Germany valued collectively at S$22.5 billion. CICT is primarily exposed to the Singapore economy as 95.7% of its revenue streams originate from the country. I attended CICT’s recent annual general meeting to learn more about its past year’s performance and its outlook ahead as Singapore emerges from the pandemic. Here are eight things I learned from the 2022 CapitaLand Integrated Commercial Trust AGM. 1. Gross revenue grew 74.6% to S$1.3 billion and net property income (NPI) grew 85.5% to S$951.1 million in FY2021. The increase in rev

I thought that the current offer price of S$0.9372 per unit for SPH REIT by Cuscaden is just a half hearted and half baked one- in fact it is forced under SGX rule to make this chain offer- so do not expect too much from it and don't waste too much time pondering over it. Cuscaden looks like it is heavily bruised from the tussle with Keppel Corp over the recent Singapore Press Holdings acquisition. While it won a great battle for taking control of Singapore Press Holdings, it had burned a big hole in its bank account and it is clear that at this particular juncture, Cuscaden is ok for it to remain listed as it is. 3 things to take note of, regarding this upcoming acquisition offer for SPH REIT:1. The market price as at 29th April 2022 is S$0.975 per unit but chain offer price is at S$0.937

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 864.41 to 853.56 (-1.25%) compared to last month’s update. The Singapore REIT index reached a high of 873 on April 5th, before falling into the 850-862 range since April 7th, staying in that range ever since. Support Lines: Blue Resistance Lines: Red Short-term direction: Sideways Medium-term direction: Sideways Long-term direction: Sideways Immediate Support at 850, followed by 807. Immediate Resistance at 862, followed by 890 Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on April 3rd, 2022. Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 Singapo

REITs Symposium is BACK! This year, it’s a MEGA-Hybrid event, which will take place at Suntec Exhibition Hall on 21 May and broadcasted LIVE simultaneously to online viewers! Do express your interest if you want to participate on-site, spaces are limited!   14 REITs will be sending their top management to speak at this event, including SG’s biggest REIT: Capitaland Integrated Commercial Trust, Ascendas REIT and many more! There will also be a panel discussion touching on the themes of sustainability, globalization, re-opening and ESG! Although listed in Singapore, over 80% of S-REITs and property trusts (by both number and market capitalization) own properties outside Singapore across the world, including Asia Pacific, South Asia, Europe and USA. Out of all the S-REITs liste

Not too long ago, profitable investing and doing good for the planet used to be objectives that sit on the extreme ends of a spectrum. On one hand, investors aim to maximise their returns by investing in the right companies while on the other hand, saving the earth usually means that you need to fork out money instead to help causes that you believe in. However, this is about to change as global warming becomes the defining crisis of our time. We can no longer ignore the disastrous effects of climate change which bring about more frequent and intense drought, heat waves, rising sea levels and warming oceans. In fact, there is a burgeoning group of retail investors looking to make their money work for a greater good by investing in companies that focus on environmental, social and governanc

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

CapitaLand China Trust (CLCT) is Singapore’s first and largest China-focused REIT. It currently owns a portfolio of 11 retail properties, 5 business parks, and 4 logistics properties located across 12 cities in China. As of 31 December 2021, its portfolio was valued at S$4.9 billion. With its assets located in the most populous nation in the world, CLCT’s long-term growth potential remains promising. However, China’s zero-COVID strategy is likely to slow the country’s eventual exit from the pandemic. How will CLCT navigate itself amid the uncertainty and lockdowns? I attended its recent 2022 annual general meeting to learn more. Here are eight things I learned from the 2022 CapitaLand China Trust AGM. 1. Net property income grew 85.2% to S$250.4 million in FY2021. This is

This post was written in collaboration with Syfe. While we are financially compensated by them, we nonetheless strive to maintain our editorial integrity and review products with the same objective lens. We are committed to providing the best information in order for you to make personal financial decisions with confidence. You can view our Editorial Guidelines here. Most Singaporeans start investing by buying shares such as CapitaLand or DBS on the Singapore stock exchange. These SGX-listed blue chip stocks seem safe, tend to be stable, and can offer passive income in the form of dividends. However, as we become increasingly financially savvy, a lot “graduate” into investing in the US stock market. The US stock market is where mega-companies like Apple, Tesla and Google are listed,

11 April 2022 Money and Me: Can S-REITs maintain its upswing from Q1? Singapore REITs are poised to benefit from positive momentum as Singapore eases pandemic restrictions and border measures. But can they maintain the upswing? Michelle Martin gets an analysis from Kenny Loh, REIT Specialist and Independent Financial Advisor.   Timestamps 0:20 Intro 1:28 Outlook on Office S-REITs with more returning to the office 4:49 Hospitality REITs were the strongest performers in the past month. What are the contributing factors? 7:00 6 REITs dropped in March, which are they and why? Lendlease REIT Rights Issue and EC World REIT debt refinancing 9:04 Is the S-REIT market at fair value? Why is the S-REIT market still attractive 11:20 If geopolitical tensions ease (Real Estate as a safe haven), will

As the second-largest economy in the world, investors cannot afford to ignore China in our investment portfolio. For REIT investors in Singapore, there also 5 China-focused REITs listed on the SGX – CapitaLand China Trust; BHG Retail REIT; Dasin Retail Trust; EC World REIT; Sasseur REIT. However, there are several things we need to consider when investing in China-focused REITs. First, there has been increasing uncertainty over loan refinancing – as reported by both Dasin Retail Trust in December 2021 and EC World REIT more recently. Like most businesses, REITs were severely affected by the COVID-19 pandemic. Even as global economies are well into their re-opening strategy today, China is still pursuing a zero-COVID policy – which will continue to impact various REITs in China. The C

Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 827.88 to 864.41 (4.41%) compared to the last month update. The Singapore REIT index rebounded off from the support level at 807 3 times, broke the 836 resistance turned support level and is now trading between the 836-890 range. Support Lines: Blue Resistance Lines: Red Short-term direction: Upwards Medium-term direction: Sideways Long-term direction: Sideways Immediate Support at 836, followed by 807. Immediate Resistance at 890. The REIT Index traded between 807 and 836 for much of March, before breaking the 836 resistance on March 17. It has entered a short-term uptrend since then, reaching 864.41 as of now. Previous chart on FTSE ST REIT index can be f

This post was written in collaboration with Futu Singapore (FUTU SG). While we are financially compensated by them, we nonetheless strive to maintain our editorial integrity and review products with the same objective lens. We are committed to providing the best information in order for you to make personal financial decisions with confidence. You can view our Editorial Guidelines here. What are REITs and how to start investing in them? When #adulting hit me on the head, one of the first types of assets I started investing in were REITs. As you know, REITs in Singapore are a popular investment vehicle. Naturally, I wanted in on the Singapore REITs bandwagon so I started investing in REITs. This was, of course, after I had researched REITs’ meaning, the different types of REITs (inclu

14 March 2022 Money and Me: The case for being bullish on S-REITs amid the Ukraine crisis S-Reits have barely registered a blip in response to the Ukraine crisis says Kenny Loh, REIT Specialist and Independent Financial Advisor. He tells Michelle Martin why he is still bullish on S-REITS in an environment of hyperinflation and geopolitical uncertainty. Timestamps 0:00 Intro 2:06 How are S-REITs performing during market volatility due to the Russian invasion 3:34 Are S-REITs resilient as an asset class? 6:28 Other reasons why even due to geopolitcal volatility S-REITs are still good to invest in 8:31 Do you think it will be a good time to invest in S-REITs after the conflict? 11:30 March 2020 is the best time to buy S-REITs. Why now is also a good time to buy 12:21 The Hidden Bull: When wi