Category Archives: REITS

Digital Core Reit vs Keppel DC Reit

Data centres are a growing asset class within the REITs space The drought in the initial public offering (IPO) of real estate investment trusts (Reits) on the Singapore Exchange (SGX) through the later part of 2020 and into much of … Continue reading

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Daiwa House Logistics Trust vs Mapletree Logistics Trust

This will be just a short post. Basically, I view Mapletree Logistics Trust (MLT) as a bellwether logistic S-Reit listed in Singapore. Hence, the recent announcement of the Daiwa House Logistics Trust (DLHT) IPO made me think about how it … Continue reading

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Worst COVID-19 pandemic hit S-REITs and where are they now?

The COVID-19 pandemic in many ways is unprecedented and without a doubt, it has a pronounced effect on the stock market. It has halted the longest-lasting equity bull market. For REITs, it has also challenged the long-held notion among investors … Continue reading

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Mapletree Commercial Trust: Slow and Steady recovery

Yes, I know recently many others are talking about the proposed restructuring of SPH and its CEO Ng Yat Chung who took umbrage at a reporter’s question at the press briefing.  Let’s take a break from SPH. Personally I feel … Continue reading

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Singapore Reits, Rising interest rates and the Pandemic

This is not a new topic. In fact, when I think of Sg Reits in general, this appears to be a perennial matter on my mind. What is perhaps significant and new now, is the context. However, the conclusion will … Continue reading

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S-REITs: Is the Acquisition Accretive or Dilutive?

I see this post as a continuation of my previous post titled “S-REITs: What have they been buying and selling? Read here. After all not all purchases are advantageous from the retail investor’s point of view. One key question in everyone’s mind: … Continue reading

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S-REITs: What have they been buying and selling?

The past week was a brutal week for the stock markets and S-Reits in general. While retail investors are obsessed with the sell down of stocks, some of the S-Reits in recent times, have also been busy (buying and selling … Continue reading

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The case of the Warehouse and the hot Stocks

Occasionally, from time to time, I would think back as to why I made certain investment decisions. Sure it is easy to look at the price run-up of certain stocks and beat ourselves over it (for not buying them earlier), … Continue reading

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My unbalanced bar-bell portfolio

The concept of barbell investing as mentioned by DBS is not new. To quote the below DBS article: “Barbell – the winning strategy Build barbell portfolios with exposures at two ends of the risk spectrum. Seek secular growth themes like … Continue reading

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What investors are betting against (Hospitality – Ascott Residence Trust Management Limited & CDL Hospitality Trusts)

During the COVID-19 pandemic, one of the worst-hit sectors will be the hospitality sector. Extract from the article below: “The hospitality industry here has been among the worst and most immediately hit by the virus situation, with a sharp dip … Continue reading

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