Posts byJun Yuan

I’ve made a couple of additions to my long-term investment portfolio back in early-April 2020 when share prices of many Singapore-listed companies were at their multi-year lows due to the Covid-19 pandemic – one of them was heartland retail mall REIT in Frasers Centrepoint Trust (SGX:J69U). In today’s review, you will learn about reasons why I’ve made my investment decision back then by looking at its financial performances, portfolio occupancy and debt profile, as well as its distribution payout to unitholders over the past 10 years (between FY2011/12 and FY2020/21). On top of that, you will also find my outlook for the REIT in the coming financial year ahead…

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Previously known as CapitaLand Mall Trust (with its portfolio consisting of 11 retail malls), following the merger with CapitaLand Commercial Trust (and subsequently being renamed as CapitaLand Integrated Commercial Trust, or CICT for short), its portfolio now constitutes office assets and integrated developments. Also, instead of purely Singapore-based previously, the enlarged REIT also have properties in Germany, and recently, it announced its expansion into Australia. In today’s post about the REIT, you’ll read about reasons why I’ve invested in the REIT in the first place, along with my outlook for it in the year ahead…

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With retail, office, and convention centre properties in Singapore, Australia, and in the United Kingdom, Suntec REIT (SGX:T82U) is another Singapore-listed REIT I’ve added to my long-term investment portfolio just before the ‘circuit breaker’ period last year – when its unit price came down to my entry price (which corresponded to a yield of 5.4% based on its distribution payout in FY2019.) Fast forward to today, it has been close to 2 years since I’ve made the investment, and I thought of doing a review of the REIT in this post today – where you’ll read about a review of its financial performance, portfolio occupancy, debt profile, and distribution payouts over the years, along with reasons why I’ve continued to stay on as a unitholder but yet not increase my unitholding to bring down my average invested price for now…

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EC World REIT (SGX:BWCU) is a China-based REIT where its portfolio comprises of 8 e-commerce logistics, specialised logistics, and port logistics assets – all of them located in the country. In this post, you’ll read about reasons why I’ve added this REIT to my long-term investment portfolio back in January 2020, along with a review of its full-year financial performance, portfolio occupancy and debt profile, and its distribution payout to unitholders since post-IPO…

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This morning, Keppel DC REIT (SGX:AJBU) held an EGM to seek unitholders’ approval on its proposed investment in NetCo bonds and preference shares, which I’ve attended as a unitholder. For those who did not attend the meeting, here’s a summary of the CEO’s presentation, response to questions raised during the meeting, along with results of the 2 resolutions put to vote…

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Ascendas REIT (SGX:A17U) was the third company I’ve added to my long-term investment portfolio back in November 2019. Based on the unit price and also the distribution payout then, it yielded at 5.5%. As it has been about 2 years since I’ve invested in the REIT, I thought it’d be timely for me to do a lookback on it to find out whether or not some of the key statistics I’ve been looking at have continued to improve (and also whether my reasons to invest in this REIT continues to remain valid.) In this post, you’ll find my review of the REIT’s financial results, portfolio occupancy, debt profile, as well as its distribution payouts over the past 10 financial years…

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