Category Archives: REITS

Reits Investors: Time to open up your wallet? Will it be worth it?

In this post, let’s think about the need for cash by Reits in recent times. Starting with Mapletree Logistics Trust and the fundraiser it launched in Nov 2021. Mapletree Logistics Trust (SGX: M44U) In Nov 2021, Mapletree Logistics Trust (MLT) launched … Continue reading

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Comparing the 2H2022 financial results of Prime US REIT, Keppel Pacific Oak US REIT (KORE) & Manulife US REIT (MUST)

In the aftermath of the pandemic, one of the hardest hit sectors of the REITs market is the US Office REITs. In comparing the US office REITs, it is basically seeing who has had it worst. The above is a … Continue reading

Posted in REITS, US Stocks | 1 Comment

Prime US REIT – current yield is at 18.11%. Value trap or value buy? 4 things you need to know now.

Investing can be rewarding but can also cause a lot of pain. It was not too long ago that Manulife US Reit’s shareholders were informed on 2 Nov 2022 via the 3Q 2022 Operational Update and Briefing that as per … Continue reading

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Step by Step guide on how to screen for SG Reits with low debt/equity ratios, high interest coverages, and high dividend yields using StocksCafe

I like trying out stock screeners. Occasionally, I would be surprised by what I might find. StocksCafe has this feature on its site, and I find it highly useful for screening dividend stocks and in particular SG Reits. In this … Continue reading

Posted in How to guide, Investing methodology, REITS | 3 Comments

What I read about Digital Core Reit from Digital Realty Trust (DLR) Q1 2022 Earnings Call

The stock markets have been volatile since late last year, with a slight respite in recent days. Among the various stocks / Reits in my portfolio, many are still holding up. Having said that, for my dividend income portfolio, my … Continue reading

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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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