The Federal Reserve have just announced another interest rate hike of 0.25% yesterday. Whether or not this move will result in more banks collapsing and economic crisis breaking out, your guess is as good as mine. However, we should not sit there and do nothing about growing our money (because by doing so, the value of your money will erode through inflation.) Here are 7 REITs which are not only fundamentally sound (i.e. having a stable financial performance, resilient portfolio occupancy rate, and a healthy aggregate leverage), but at their current prices, they are yielding at 5.0% and above you can have a look at investing your money into…
Key Highlights from CapitaLand Integrated Commercial Trust’s Annual Report for FY2022
From just 3 retail properties when it was listed back in July 2002, today, CapitaLand Integrated Commercial Trust (SGX:C38U), or CICT for short, has a total of 26 retail, office, and integrated development properties in 3 countries (Singapore, Germany, and Australia) in its portfolio. Following the conclusion of the financial year ended 31 December 2022, the REIT have released its annual report this morning (22 March 2023), along with details about its AGM, and EGM (conducted on the same day right after the AGM.) For the benefit of those who do not have the time to go through the entire report, you can read my summary of the REIT’s latest annual report here, along with information about its upcoming general meetings…
Ready to REITire Series Video #2 – 3 Things to Look out for when Selecting REITs to Invest
At the time of writing, there are about 40 REITs listed on the Singapore Exchange. That said, how do you go about selecting the best ones to invest in? In today’s post (which is the second of the five part ‘Ready to REITire’ video series done in collaboration with The Joyful Investors), you will learn about the 3 things we look at when we choose a REIT to put our hard-earned money in…
Ready to REITire Series Video #1 – Introduction to S-REITs
‘Ready to REITire’ is a 5-part video series done together with The Joyful Investors where you will learn about everything you need to know about investing in REITs to generate a regular stream of income. In the first part of this series, we will be sharing with you what exactly a REIT is, along with some of the advantages and limitations of it…
Key Takeaways from the 8th Edition of REITs Asia Pacific 2023
I had the honour of attending the 8th edition of REITs Asia Pacific 2023 as a media partner. Apart from the ‘Asia Pacific Best of the Breeds REITs Award’ presentation, there were also a series of panel discussions, including (i) whether logistics/industrial REITs will be able to continue their outperformance in the year ahead, (ii) can Asia’s REIT market thrive amid high inflation cost, (iii) is this the best time to invest in technology for the REITs market, and (iv) how important is ESG to the REITs market – where you’ll find key takeaways in this post…
A Look into the Impact of Rising Interest Rates on REITs in My Investment Portfolio
Unit prices of REITs have fallen by quite a bit from their highs in recent months, as retail investors shy away from them due to impacts of interest rate hikes on distribution payouts. That got me thinking if the situation is so bad to the extent that it warrants a divestment. To help me with my analysis, I have put together some statistics from the debt profiles of all the REITs I’ve invested in (8 of them in total) to find out the extent in which they are likely to be impacted from the high interest rate environment, and you can read about them in today’s post…
What You Need to Know about EC World REIT’s Q4 & FY2022 Results
After market hours yesterday (23 February 2023), China-based e-commerce and port logistics REIT in EC World REIT (SGX:BWCU) have published its results for the 4th quarter, as well as for the full year ended 31 December 2022 (i.e. FY2022.) Here’s my review of the REIT’s latest financial results, portfolio occupancy, debt profile, along with its distribution payout…
CapitaLand Ascendas REIT vs. Mapletree Industrial Trust – Which is Better?
CapitaLand Ascendas REIT (SGX:A17U) and Mapletree Industrial Trust (SGX:ME8U) have similar profiles in that both REITs invest in industrial and data centre properties. Recently, I was asked a question on which REIT to invest if he/she only has funds for one. The best way to answer this question is to look at the statistics recorded by both REITs – its financial performance, distribution payout to unitholders, portfolio occupancy, and debt profile – all of which you’ll read about in today’s comparison post, along with which REIT is the ‘cheaper’ one among the 2…
Which Mapletree REIT Had the Most Resilient Set of Q3 and 9M FY2022/23 Results?
All 3 Mapletree REITs (in Mapletree Logistics Trust, Mapletree Industrial Trust, and Mapletree Pan Asia Commercial Trust) have since released their Q3, and 9M FY2022/23 results. In this post, I have put key statistics (about their financial results, portfolio occupancy, debt profile, and distribution payout to unitholders) side-by-side to find out which has the strongest performance. On top of that, I have also put their valuations (based on their unit prices at the time of writing of this post) side-by-side to find out which is the ‘cheapest’, and which is the ‘most expensive’, and also share by observations about the strengths and weaknesses of each Mapletree REIT (based on their latest results…)
CapitaLand Ascendas REIT’s 2H and FY2022 Results – What You Need to Know
Singapore’s first and largest listed business space and industrial REIT in CapitaLand Ascendas REIT (SGX:A17U) have made available its results for the second half, as well as for the full year ended 31 December 2022 (i.e. FY2022) after market hours yesterday (01 February 2023.) In today’s post, you’ll read about my review of the REIT’s latest financial performance, portfolio occupancy and debt profile, and also its distribution payouts declared…
