It's NOT OVER For Reits Yet, Don't Worry - What Reits To Buy!

[@joshconsultancy]

🌟 Trade REITs at 0 commission with Moomoo with a special deal UP TO S$1,034* SIGN UP- - joshtan.link/moomoo *T&Cs apply. Moomoo SG will reimburse the returns to 6.8% p.a. in cash rewards if the selected fund returns is below 6.8% p.a. Up to S$447 on Cash Plus, Get up to S$567 Worth of US Stocks and Exclusive Cash Coupon Up to S$20 when you sign up above today!

[@lumvincent7431]

Today on Business time ,Gabriel Yap( veteran guru) is almost right 2 say Reits at all times low . Good opportunity 4 those 2 buy n can hold for few yrs 🤣🇸🇬

[@MrBluehorizonsugar]

I am not selling, and not buying more too at the moment, currently at close to 20% paper loss overall.

[@eugeneteo9664]

got holding power ,just hold on for better days.

[@tomchoo3799]

Digicore, Cromwell and Capland India did well during this period.

[@TapAVoider]

The wisdom of the ancient's Chinese character 赢"win" is amazing. The word "赢 win" is broken down into "亡" ( Wang) , "口" (kou) , "月" (yue) ,“贝”( bei) , and "凡" fan", which hide the five consciousnesses or abilities necessary for a winner. 亡 (Death). 代表着危机意识 Crisis awareness. This is the most important an investor MUST MUST MUST know. Many investors include those with high IQ failure to understand deep enough. It needs to go through a few cycles of setback to experience it in order to really understand.

[@MediaSo-xb7ip]

Are you going to cover CapitaLand Ascott Trust?

[@joshconsultancy]

If keen upvote =)

[@jasonlim4512]

Strong sponsors. Strong backing.😁

[@ktan6738]

REITs n landlords are what caused misery n high inflation. Especially those hdb shops, kopitiam n syndicates that have multiple stalls or managed hawker centers

[@ktan6738]

Banks better n safer than REITs for dividend stocks

[@joshconsultancy]

yes it had been

[@money3ss]

I have holding & trading Reits for > 20 yrs from the IPO of CICT n Ascendas. Buy the wrong Reits or trust, one can be crushed

[@Huatgaobaydinchu]

u can consider FLCT too as i think its pretty good value

[@joshconsultancy]

Not my personal favourite but pov noted k

[@KY-zo2ro]

Only 2 Reits worth investing long term and during bad time like this which is Ascendas Reit and MIT. Keep buying every dips when everyone is in fear. PS. Reits gonna fall for another year or two before the recovery.

[@joshconsultancy]

Stay optimistic :)

[@Singaporeisgreat1965]

For REITS bought under moomoo/ syfe, how are the dividends paid to me? Directly back to the platform as reinvested amount?

[@joshconsultancy]

Will be in cash holdings inside moomoo

[@LiquidJim]

Why fraser and ascendas drop ysd ? Something happen?😊

[@joshconsultancy]

No idea too. A drop can be an opportunity to continue to pick up on a cheap 😊

[@neutraluser4019]

Does Moomoo allow to extract monthly dividend payout in excel format like CDP payout ?

[@joshconsultancy]

Dividend history can be found confirmed. Can’t remember where exactly to press

[@neutraluser4019]

@joshconsultancy ok, but moomoo did reply to me there's no such monthly dividend extract.

[@kurtselleslagh7489]

Buy when others are fearful

[@joshconsultancy]

100% 🔥

[@bryanlee6237]

Any CLI update since your last buy call?

[@joshconsultancy]

No change in their biz 👌🏻

[@Luvmafammie]

Just drop more lor. Having personally worked with many of those folks, my opinion is that they are far from the best in the industry.

[@simcn73]

I rather keep bank stocks .. sorry can’t agree with you in REITs

[@andrewufo]

Yup keep chasing expensive winners then... They will always win right? like bitcoin.. banks winning now must keep chasing. Condos also winning. 3k or 5k psf nevernind , just keep buyjng?

[@joshconsultancy]

This discussion nothing to do w bank stocks.

[@winwinwin282828]

Trump will bring down inflation. So will interest rates. FED has already announced rate cuts

[@ongkk96]

Invest in ppty has better return than REITs

[@joshconsultancy]

yes it had

[@Likeqiang20]

REITS are paying such low DPU, 5-6٪, less inflation, it's barely getting ahead. how do you get rich with this? 😂😂😂

[@joshconsultancy]

Time to learn

[@Likeqiang20]

@joshconsultancy very slow way to get rich, lol. Seems the only people getting rich fast are the reit managers

[@hatchegg80]

september not satember

[@violinbite]

IMO do study the quality of the properties and the leasehold of them. I am long term bearish on reits of SG. Most of the properties are LEASEHOLD and not FH. So in years,.they need to spend money to upgrade. Mapletree use to be good are on long term decline. Aging polution; WFH; online shopping all these had cause the drop of yield and uncertainty. Yield is a deceiving factor. If $100 asset, 7% is $7. When it drops to $50 asset value, 7% is $3.5 only. Decline asset price and decline of real yield.

[@joshconsultancy]

Leasehold not an issue. WFH - SG rents have been climbing with strong occupancy on grade A offices Online shopping - % of retail sales had flattened post covid at 13-14%

[@Tay-g1u]

Why is leasehold not an issue? Do they get to extend for free

[@violinbite]

@Tay-g1u Thats true. Industrial land only gets 30+30 years (renewal rights) landlease, excluding the building cost. If business is not profitable, the remaining landlease also take discount if to let go. All in all only SG govt benefits in property market. The rest is how public play and pay up the ladder. Reits pay 90% rental income at least to shareholders, meaning they need to still need to raise funds from investors when AUM happen.

[@ongkk96]

Retail will be impacted when RTS open. Industries will move to Johor/SG economic zone. Rental will be impacted. Not looking good

[@iamayoutuberfromearth]

@@ongkk96 Nobody will go JB just to bring your kids for tuition or family for quick dinner.

[@tritonyeah]

mpact 1.24 can buy?

[@joshconsultancy]

MPACT has rental growth issues from Japan offices and festival walk

[@tritonyeah]

@@joshconsultancy priced in no?

[@Paper8484]

I think it's a good buy. Very good blue chip reit

[@andrewufo]

Yes they have issues but thats why its freaking cheap. Value buy. Be a contrarian

[@tritonyeah]

@@andrewufo 1.1-1.24 is a value buy; 0.8-1.1 is a must buy!

[@temasekb]

thks to trump, i think the 2% inflation rate will be quite impossible.

[@joshconsultancy]

Never know 😜

[@winwinwin282828]

What was inflation during his previous term ?

[@teothomas3339]

Sponsors (developers) sell assets to Reits at so called fair value. This begets the qn what is fair~ Think about this: developers surely would want to sell their assets as high as possible at the expense of the reits and reit holders. 2nd, reits r always placing new shares to fund their new asset purchases. This dilutes the existing shareholders.. Food for thought~

[@joshconsultancy]

Sponsors sell to recycle. And retain stake in the reit. Not a sell at inflated price scenario for most situations

[@AZ108AZ10]

KZbin - This is Why US is Falling While China is Rising - Rise of Asia - 26 November 2024 - Geopolitics Tension Upsets Plan.

[@whis5448]

There will be times during the bear market to earn a bit, just be patient 😅Recently sold some S-reits and got back a bit of capital gains for my upcoming Thailand trip. Waiting for chance to enter when dumb dumb selldown 😂

[@winwinwin282828]

Going by first class or economyb😂

[@Juno-e2s]

You keep slamming SG property as investment but keep recommending REITs for the lsat few years...

[@joshconsultancy]

Yes one is distress and offers a good risk reward

[@random1412]

the level of minimum capital required, fees, and leverage taken on between property and REITs are vastly different.

[@Luvmafammie]

He’s a contrarian who is yet to be right so far. A lot of opp cost yes. But he’s super long term almost grandfather horizon mindset

[@madwolf-us4sc]

So buying Reits is almost the same as buying 10 years treasury bonds then ......

[@violinbite]

Its never the same. Reits have risk of depreciation and non occupancy risk

[@joshconsultancy]

In near term there is some correlation. But each individual reits has its own unique opportunity and risk

[@Phonedumb]

I hold a bag of the worst performing reits. Close to 200K paper loss now (manulife, kepacoak, ARA-Htrust now bought over & called Acropolis, Ireit... all more than 60% loqer). Alot are in the loss if 30 to 50% too. Be careful of over exposure. Interest rate is a major contributor to its profitability but the same can be said of rental demand. US offices are dead. Locally, I don't think we are spared though the impact is lesser. Just look at the industrial building take up in ponggol. I think it will take a very long while to recover from the overhang. My personal take on reits at this point, invest in it if you can afford to lose & hold. I've already locked in today's prices at massive losses and any upside is a bonus (manulife I consider writeoff). If not prepared for the high risk, then better invest elsewhere. What is low can go lower... and worse if it never recovers over time. 😅

[@Phonedumb]

If you are preparing for retirement, very high-grade bonds is the better way to go in my opinion. Capital is more or less safe, then lock in decent returns over long tenure to get peace of mind. Go for offerings like Temasek will be rather safe.

[@violinbite]

@@madwolf-us4sc one of the worst - LippoMall gone for good