. Yes I agree, so the question goes back to pricing. In my previous article, I discussed how Singapore Real Estate Investment Trusts (S-REITs) are a solid asset class with the potential to provide attractive dividend returns backed by prime real estate.. Out of the 38 listed REITs on the Singapore Exchange, here are the Top 8 REITs that you need to put in your investment portfolio now. Yeah understand where you’re coming from. ARA US Hospitality Trust, Elite Commercial REIT, Prime US REIT and United Hampshire have not released full-year financial figures yet. No doubt, investing in Singapore REITs (or S-REITs for short) can be highly profitable. It’s DPU has also been under-performing and in decline over the past few years. Property Portfolio Singapore REITs Ascendas REIT acquires Macquarie Park asset in Sydney for AUD289 million. Compiling a shopping list does not … Read More » REIT Analysis - List of previous REIT analysis posts. Get in touch with us. My risk appetite and investment objectives could be very different from yours. Short term, the supply and manufacturing sectors have recovered very strongly, almost at pre-COVID levels. CRCT’s portfolio is pure retail malls. All goes back to pricing though, and at the right price, it could still be very attractive. It also allows investors to gain access to valuable properties too large for any individual investor. I didn’t see this as a big point for me personally. But to be fair to ARA, they also didn’t start off with the best in class kind of assets that CapitaLand/Mapletree were seeded with from their Temasek roots, and they kind of had to “go it alone”. It’s down a massive 40% from its pre-COVID levels. REITs with Risk Management is a unique offering which increases or decreases your allocation to 100% REITs and places the balance in Singapore Government Bonds. Simply enter your email below to download the 5 Singapore REITs that consistently increase their DPU for your watchlist. The table below provides a quick snapshot of the performance of the Singapore REITs, sorted based on the price changes from its recent 52-week high (Update on 21 Sep 2020).Those at the top have seen the smallest % change from its 52-week high while those at the bottom are those that have seen the greatest % change. Lots to cover, so let’s jump right into it. Commercial / Office REITs have also sold off quite a bit. So you need to use US REITs more for capital gains play, which makes the analysis quite different. A small component is kept as cash for dividends and rights management. Each of these... Singapore Reits ; FOUR OVERSOLD SINGAPORE REITS REVEALED. The Industrial REIT arm of the Singapore property giant Mapletree has taken the largest beating out of all the real estate investment trusts on the list. we are spoil for choices. Financial Horse loves to hear from readers, and can be reached at [email protected]. This REIT ETF that gives you exposure to 27 REITs Singapore, Hong Kong, Malaysia, and Indonesia. A price in the mid-80s looks a lot more attractive to me, especially when it was there just a few weeks back when the Hong Kong COVID situation was bad. He is a firm believer in Einstein’s quote – “If you can’t explain it to six-year-old, you don’t understand it yourself.”. Interesting question actually – might be marginally better but not amazingly better. Singapore REITs. I noticed that Starhill’s NPI and DPU has been decreasing for the past few years and there doesn’t seem to be any concrete long term plan to grow these except the AEI at Starhill Gallery. Join our Facebook Group to continue the discussion, everyone is welcome! Moxy Ying, November 26, 2020, 5:00 PM EST Interesting point about BJ/SH. Share price has collapsed 35.4% to a 14-month low of S$1.95 as at 3pm SGT on 19 March. This article is written on 27 August, and will not be updated going forward. We’re going to take a look at Singapore REIT prices as they stand today, and pick out the 3 best REITs to buy at today’s prices. Instantly filter for best Singapore REITs with high yield to buy for passive income. Get rich investing in property and REITs! So short term, I do expect property prices to continue to drop. Current price of $0.44 is a depressed 0.55 times book value. In general, Singapore REITs sector gearing ratio is healthy. You’re getting the chance to pick up high quality commercial real estate, backed by strong sponsors, at fantastic discounts from book value. Singapore Exchange Listed Retail REITs Real Estate Investment Trusts (S-REIT), Stapled Trusts with Target Price, Analyst Reports, News & Announcements, Bloggers Review, Discussion Forum @ … SREITs Data - Overview of Singapore REIT. DBS Treasures Review – A one-stop Wealth Management Platform. Would be interesting to hear your take on the entire saga. Happens all throughout history. Let’s use Parkway Life REIT (SGX: C2PU) as an example here to illustrate the metrics. 2 REITs with their operations in Indonesia have the “honor” of being in this list: Lippo Malls Indonesia Retail Trust and FIRST REIT, their parents being the Lippo Group. SREITs Data - Overview of Singapore REIT. Financial Horse YouTube Channel Investment Moats SG Invest Bloggers The Finance SG Investment Lady Lady You Can Be Free SleepyDevil Turtle Investor Unintelligent Nerd ProButterfly Alpaca Investments Forever Financial Freedom My Sweet Retirement 15 Hour Work Week Bullythebear SG Young Investment The Babylonians Reality Inversion. REITs wise I’m definitely overweight Retail now because I see the greatest risk-reward there. But medium to long term, I really, really like the growth prospects of China. Was wondering if you could do a piece on the mess that is Eagle Hospitality. About Singapore REITs. (2020/2021 Guide), Guide to Dividend Withholding Tax for Singapore Investors (Updated 2020), Best Stock Brokers for Singapore Investors (2018/2019 Guide), Top 5 Stocks / REITs on my watchlist to buy in 2020 – For Singapore Investors, Top 5 Dividend Yield Stocks in Singapore (2019). I don’t see the MICE sector recovering for years. Please do your own due diligence before making any investments. A couple months back, I wrote on article on the 3 Best Singapore REITs to buy in Singapore. So there are short term headwinds here, especially for the retail space. That’s an interesting one. Singapore REITs have risen 2.4% in year-to-date 2020 amid a volatile market, while the Straits Times Index has fallen 8.1% during the same period. List of REITs is updated frequently. And if you want to get out of cash, high quality commercial real estate is one of the classic asset classes that has withstood the test of time. Support the site as a Patron and get access to my personal stock watch list, as well as my personal portfolio allocation. Many of them are trading at 30% – 50% discount to book value, which I thought was not justified. Top 5 Singapore Stocks to buy (2019 edition), Top 5 High Yield REITs in Singapore to buy now (2019). Is it time to all-in? REITS Singapore 2019 prices are at a high side. Parkway Life REIT is one of Asia’s largest listed healthcare REITs, with 50 properties in total in Singapore, Japan, and Malaysia. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on Dec 16, 2019. Everything on Financial Horse is based on first-hand experience, as he does not believe in recommending products he will not consider investing in himself. Why not go US? The following is the compilation of 40 REITs in Singapore with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. But longer term, I still really like the growth prospects of this REIT. For MNACT, my concern is less on HK properties, but more on its BJ and SH properties, which are sort of average quality in the market. Or if you’re a more advanced investor, check out the REITs Investing Masterclass, which goes in-depth into REITs investing – everything from how much REITs to own, which economic conditions to buy REITs, how to pick REITs etc. And from there, all the S-REITs listed on the SGX today are fair game. Leaving aside all the issues about concentration risk and diversification, which is the class of REITs I would want to go for to maximise my gains? To be fair to ARA, they dont have Temasek backing, and the properties they started with are not the best in class kind of stuff CapitaLand/Mapletree gets. The thing about Orchard malls is that they’re primarily catering to tourists. 5120 AMFIRST - Amfirst Real Estate Investment Trust. If you are looking for a dividend play, you should perhaps start to use your value investing techniques learnt in our value investing bootcamp to compile a shopping list here. This highlights that Singapore-listed REITs have actually outperformed its global peers, thus far. But there are a few bad apples and Eagle Hospitality isn’t alone. You can find all the full analysis about REIT in Singapore. If you are in doubt as to the action you should take, please consult your stock broker or financial advisor. Ascendas REIT. ... Second on the list is hospitality REIT, Eagle Hospitality Trust (SGX: LIW). I dont really see this sector recovering so soon, and the current price looks a bit too optimistic for me. The REIT has a portfolio of 22 properties in Singapore and 2 in Frankfurt with a complete value of SGD 22.4 billion as of June 30th, 2020. I definitely agree they’re not in the same league as CapitaLand/Mapletree. REIT Association of Singapore aims to strengthen the real estate investment trust sector in the country. Get Official Stock Quotes, Share Prices, Market Data & Many Other Investment Tools & Information From Singapore Exchange Ltd I agree with Samuel. REITs with Risk Management is a unique offering which increases or decreases your allocation to 100% REITs and places the balance in Singapore Government Bonds. Hi FH, personally I am a holder of Suntec Reit. Have you taken these into consideration since it may potentially affect forward div yield? BTW – we share commentary on the COVID crisis every weekend, so please sign up for our mailing list, its absolutely free. Also, MCT is a long-term hold for me, Would like to gather your thoughts on (i) your views on declining property values which impact P/B, (ii) Far East Hospitality Trust, while noting your above views on hospitality, the master lease structures with Far East Group provide seemingly attractive downside protection, while a portion of the hotels are mid-scale which may do better during an economic downturn, Overall, agree on REITs’ resiliency as an asset class, especially after the recent Fed announcement on inflation and setting the stage for a longer period of lower rates. Near term, I think this will be the biggest problem for China, since the government has been quite reluctant to engage in large debt driven stimulus. With sponsors its a very personal choice though. Singapore REITs as a whole did well in the past two years and hopefully will continue to do so this year too, although there has been speculation that Singapore REITs … Bonus: Listen to our interview with Brad Thomas on The Sure Investing Podcast about intelligent REIT investing in the below video. Hong Kong, Singapore Office REITs Live On in Post-Virus World By . On the back of this, new REITs that list in the Singapore market will have to closely relook the properties they want to inject into their REIT to ensure that investors here want to include them into their portfolio. Name Price Distribution Yield Price to Book DPU NAV Property Yield Gearing Ratio; AI-'Aqar Healthcare REIT: 1.32: 5.91%: 1.01: 0.0780: 1.302: 6.37%: 40.9%: AI-Salam REIT How to analyse REITs is a 20-hour course in itself (and we do have a REITs Masterclass on this). There are more than 40 REITs available in Singapore with different features. News, information and data on Singapore REITs and trusts. Now do note that this article is based on prices as at 27 August, and will not be updated going forward. BTW – we share commentary on the COVID crisis every weekend, so please sign up for our mailing list , its absolutely free. Unemployment is up and will remain up, so this acts as a dampener on consumer demand. Nareit ® is the worldwide representative voice for REITs and publicly traded real estate companies with an interest in U.S. real estate and capital markets. Lots to cover, so let’s jump right into it. Last updated: 15 December 2020 The information contained on this website is for general information purposes only. For instance, UBS has described Singapore REITs and trusts Sub-Sectors ’ ) pick properties... To it gain access to my personal portfolio, can be reached at [ email protected ] past... Written on 27 August, and Singapore country that went into COVID, and it rides the! 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