Category Archives: REITS

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

Posted on Feb 25, 2023 by apenquotes

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 →

Posted in REITS | 2 Comments

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

Posted on Feb 10, 2023 by apenquotes

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.

Posted on Jan 7, 2023 by apenquotes

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 →

Posted in REITS | 3 Comments

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

Posted on Aug 13, 2022 by apenquotes

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

Posted on Jul 9, 2022 by apenquotes

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 →

Posted in REITS | 1 Comment

Digital Core Reit vs Keppel DC Reit

Posted on Jan 8, 2022 by apenquotes

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 →

Posted in REITS | 1 Comment

Daiwa House Logistics Trust vs Mapletree Logistics Trust

Posted on Nov 22, 2021 by apenquotes

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 →

Posted in REITS | 1 Comment

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

Posted on Jul 24, 2021 by apenquotes

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 →

Posted in REITS | 2 Comments

Mapletree Commercial Trust: Slow and Steady recovery

Posted on May 9, 2021 by apenquotes

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 →

Posted in REITS | 2 Comments

Singapore Reits, Rising interest rates and the Pandemic

Posted on Apr 4, 2021 by apenquotes

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 →

Posted in REITS | 2 Comments