iEdge S-Reit Index Weekly Review 5 Feb 24
In my latest, i wrote about how market participants are shifting their expectations for interest rate cuts and its impact on SREITs. I also mentioned about the month of Jan and the losses for SREITs. Gave some updates about Ascendas REIT too.
Also I reveal how my bias for data centers may have caused my uncomfortable exposure size for Keppel DC REIT.
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sociable Wombat_7983 : So we should decently reduce exposure on Keppel DC ?
DividendKopiOP sociable Wombat_7983: nah. I am at this crosswords due to my oversized holdings. I still love DC as I believe it is something tech needs more and more. If you believe too and you have good diversity then should not be at issue . . 1.6 is a significant level. Let’s see if it will stop the drop. DYOR!
sociable Wombat_7983 : Thanks for sharing your thoughts, I also believe data center has good prospects.. The only concern is it will lingering at 1.6 level while my cost of holding is 1.7ish
DividendKopiOP sociable Wombat_7983: Yeah. We are in same boat. It seems like the issue with the China tenant is really affecting the sentiment. . Plus the general higher for longer interest rate theme too la
sociable Wombat_7983 : Ok lah… we should wait and see and average down where appropriately
DividendKopiOP sociable Wombat_7983: At least now the sentiment seems to be better. Let’s see. Am excited about the future hahaha !
101553787 : S-REIT 2024 office REITs outlook
https://www.businesstimes.com.sg/property/meta-giving-7-office-floors-totalling-115000-sq-ft-south-beach-tower