StockTalk (5.22): S-REITS performed robustly in Q1 – Is Now an Ideal Time to Get In?

ZnWC : The pros for investing in S-REITS is physical property will gain value as compared to regions elsewhere. Another reason is the handsome dividend.

The cons is REIT share price becomes volatile when FED raises interest rate and you lose share value in short term.

But DYODD if you want to invest and select S-REITS carefully. You may need to hold the stock for long term.

心清自在 : I tried placing part of my money in REITs last year, hoping to create my first batch of non-wage income.
Fortunately, it caught up with the first round of the boom soon after the purchase.
But as the hawks who “don't study” raise interest rates, they have almost leveled off their original profits...
Now only those dividends that have not been removed from power are considered consolation rewards to comfort my weak heart...

My original intention was to receive non-wage income,
Seeing my own inadequate thinking from this incident,
When I saw the so-called profit, I forgot my original intention.

To invest is to stick to your original intention,
Implement what you believe in until you see results.
I'm still studying.
If there are any other plans for 2023,
You just need a better plan so that you can get through every variable safely.

I'm currently re-reading the Merrill Lynch clock again.
Hoping to get some information from it,
to improve your investment plan.
So leave this post to encourage yourself, go for it!

cola1010 : I think should DYODD on the S-REITs decision making. The bulk of S-REITs reported higher gross income numbers, indicating that Singapore's real estate market is improving. While there are some possible obstacles, such as higher borrowing costs and rate hikes, the overall economic rebound following the pandemic, implies significant growth prospects. Investing in S-REITs, or any investment, necessitates careful consideration of issues such as investment objectives, risk tolerance, and market conditions.

doctorpot1 : yes I'm hopeful of S-REIT because of the fact that Singapore is a hub for many industry and that the land is scarce. So with limited supply and an ever growing demand, I do see that it will be able to maintain the dividends over a long period.

71048528 : Everyone is hungry little by little, little by little, faint little by little bit, bit by bit, bit by bit that makes people feel faint, every bit of the mountain, landscape, water, heat, bit by bit, makes people have a headache, bit by bit, bit by bit, bit by bit of Fifi, every bit of every bit of Fifi, every bit of every bit of it is smooth, every bit of it, every bit of it, every moment of life, every moment of life, every moment of life is a mountain, landscape, water, water

EYSY : S-REITS is a good option to invest in properties. It has lower upfront costs and higher liquidity (easier to get in and out). It also has more favorable taxation especially with the recent increase in ABSD. I would choose reits over physical properties.

Is now an ideal time to get in? I'd think no and can still wait. If you're looking retail reits, there's still a lot of uncertainty surrounding shopping behavior with the change in behavior to online shopping. If you're looking at healthcare reits, it's pretty stable. If you're looking at hospitality reits, possibly now with the travel resumes. Perhaps would look at industrial or data center reits now with manufacturing resumes and AI trend.

Moogoorooloo : Because S-REITs borrow a lot to fund their acquisitions, they are very affected by rising interest rates. But interest rates may have peaked. Moving forward, the interest rates should either stay flat or head south. Either way, it is good news for the investors of S-REITs.