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REITs Crashed: Is This Time To Buy... or Avoid?

  Рет қаралды 39,161

The Fifth Person

The Fifth Person

Күн бұрын

Пікірлер: 62
@kullenoats
@kullenoats 10 ай бұрын
Previous DM student here. Still grateful for whatever I learnt in selecting solid REITS for dividend generating component of my portfolio. Keep the videos coming! 🙏🏻🙏🏻
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Will do! Once a Dividend Machines member, always a member! We're glad that what you're learned has helped you with your too portfolio too! 😄😄
@baklin8532
@baklin8532 10 ай бұрын
Hopefully will see Adam Khoo at your round table in future, discussing investing & trading topics! It will be interesting to see it!
@meyroakabigrem1679
@meyroakabigrem1679 10 ай бұрын
Cromwell European REIT looks super attractive. Also Lendlease. And DC REIT.
@KelvinWong-sd2ik
@KelvinWong-sd2ik 10 ай бұрын
Nice sharing on CICT. any others that you guys are looking into? What’s the outlook now on Data centres?
@yeoksicacuk
@yeoksicacuk 10 ай бұрын
Great content as always, with little fluff. keep up the good work with all these well curated content!
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Will do! Thank you so much!
@GodTell7
@GodTell7 10 ай бұрын
Termasek losing 390mil mostly at reit, what my thoughts was reit going to down another 10% due to high rental’s & probably will recover only after another crashed
@meldavies9909
@meldavies9909 10 ай бұрын
Thanks for the discussion. It was very timely as i am certain there are many REIT investors who are hungry for such perspectives at this time.
@gparamaeswary7276
@gparamaeswary7276 10 ай бұрын
I wish you could have spoken more about mapletree blue chip reits. Appreciate the analysis on cict.
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Only time for one! We may cover a Mapletree REIT soon!
@jeffinvests7729
@jeffinvests7729 10 ай бұрын
Victor: What am i doing here in this episode?
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Swag 😎
@dreamerbabe100
@dreamerbabe100 10 ай бұрын
How about Mapletree REITs? Hold or buy or sell?They have been crashing like crazy!
@trbjp3
@trbjp3 10 ай бұрын
It is good advice to assume that reits are not amongst good value investments right now. I’ll check back in 3 years time.
@chewchenhao3301
@chewchenhao3301 9 ай бұрын
Good call!! This aged well.
@kq1965
@kq1965 10 ай бұрын
good points shared. But cud hv dived deeper into the various REITS on their funding schedule
@paulpaul7777
@paulpaul7777 10 ай бұрын
I love u guys cover Spore Reits topics🎉❤
@vincentlim1160
@vincentlim1160 10 ай бұрын
Another great educational sharing! Looking at the headlines, not sure if u team is also listing other reits in general, especially those with great sponsors like Mapletree/frasers 🤓 Bringing back to the previous question. What kind of %/allocation is parked at reits, given equity also looks cheap and reits generally deliver a lower return.
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Thanks Vincent! Yes, we monitor other REITs as well. It really all depends on your financial goals and risk profile. For us we have a larger allocation in stock, but REITs still form a tidy bit of our portfolio.
@ralphou
@ralphou 10 ай бұрын
Kepac oak is indeed with the strongest muscle amongst those not in SGD-denominated reits
@csy7373
@csy7373 9 ай бұрын
Any view on United Hampshire US Reit?
@lumvincent7431
@lumvincent7431 10 ай бұрын
Some guru predict Feds likely cut rate in 2nd half of 2024 ! Mpact n keppel reit at 01 yr low . Waiting for keppel reit to drop near 80 cts when bonus specie to keppel corp shareholders start to trade from 7th nov .
@jtjimmy1807
@jtjimmy1807 9 ай бұрын
Halo, can I ask you guy experts about this stock Keppel DC REIT? Can I buy at current price of $1.86?
@linges39
@linges39 10 ай бұрын
Guess forget to share the valuation of cict
@user-hh4ib4qq3q
@user-hh4ib4qq3q 9 ай бұрын
wework plan to declare bankruptcy next week, and as the 2nd largest tenant in CICT's office, what's going to be the impact?
@TheFifthPersonChannel
@TheFifthPersonChannel 9 ай бұрын
WeWork only accounts for ~2% of CICT's total gross rental income.
@stanleyler
@stanleyler 10 ай бұрын
Hi, what is a recommended platform for investing in Singapore REITs with minimal or zero commission fees?
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Hi Stanley, you can compare the fees for Singapore brokerages here: fifthperson.com/how-to-open-a-brokerage-account-in-singapore/
@abelangjq
@abelangjq 10 ай бұрын
Last time, interest rates were low. This time is really different... worst has yet to come, no blood on the street yet
@jalanjalan7099
@jalanjalan7099 10 ай бұрын
when people like you are scared, its time to buy.
@peonyselfcontrolhuijun1039
@peonyselfcontrolhuijun1039 10 ай бұрын
What is yr view for sasseur reits?
@leonfong4456
@leonfong4456 10 ай бұрын
Ready to deploy my capital to Singapore
@daveityt
@daveityt 10 ай бұрын
how would you analyse this crash with your videos 11-12months ago on the positive correlation between high interest rates and reit returns excluding the US commercial reits?
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Good question! Here's what the research points to: "Although interest rates certainly affect real estate values and, therefore, the performance of REITs, rising interest rates do not necessarily lead to poor returns. Since the early 1970s, there have been six periods during which 10-Year U.S. Treasury Bond yields rose significantly. In four of those six periods, U.S. REITs earned positive total returns, and in half of those periods, U.S. REITs outperformed the S&P 500. "Rising interest rates present challenges for REITs. All else being equal, elevated interest rates tend to diminish property values and raise borrowing costs for REITs. Additionally, the comparatively high dividend yields offered by REITs become less appealing compared to lower-risk fixed income securities, reducing their attractiveness for income-seeking investors. "While a more in-depth study would be necessary to determine why REITs generally perform well in rising interest rate environments, it is evident that such rate increases are correlated with other factors that positively impact REIT fundamentals. For instance, rising interest rates often coincide with economic growth and increasing inflation, both of which are likely to benefit real estate investments. Robust economic growth typically leads to higher demand for real estate and increased occupancy rates, bolstering REIT earnings, cash flow, and dividends. During inflationary periods, real estate owners typically have the flexibility to raise rents, and historical data shows that REIT dividend growth surpasses the rate of inflation as a result." www.spglobal.com/spdji/en/documents/research/the-impact-of-rising-interest-rates-on-reits.pdf We simply view the current drop as an opportunity to buy high-quality REITs that are able to maintain/increase their rents during this period; CICT being one example here.
@gasohwjchen
@gasohwjchen 10 ай бұрын
All in Bitcoin 🙌🏻
@user-yk1qr2mn2x
@user-yk1qr2mn2x 10 ай бұрын
What do you think about ESR- LOGOS
@ignatiusee3564
@ignatiusee3564 10 ай бұрын
No 1.74 no buy
@_addy
@_addy 10 ай бұрын
What about WeWork, it's the biggest risk being number 2 on that reit list
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
WeWork contributes ~2% of gross rental income, so the impact is minimal. CICT should have no problems finding new tenants.
@takanna
@takanna 10 ай бұрын
on the mention of daiwa and rental income in JPY being solid, will u recommend daiwa as a buy?
@doraemxn1037
@doraemxn1037 10 ай бұрын
Buy
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
No recommendations here! You have to note the forex risk when you translate JPY to SGD for your distributions.
@DiggerDog1962
@DiggerDog1962 10 ай бұрын
Good stuff!
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Thanks!
@user-gf9kp8un6y
@user-gf9kp8un6y 10 ай бұрын
spore always have lagging effect. usa economy is heading to a hard recessions. ...avoid all reits n bond or t bills. once the world recession reach spore shore...the first dominoes will fall
@howankam5430
@howankam5430 10 ай бұрын
Can the team look into the 3 Hospitality Reits even the re-opening of global travel ?
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
Thanks for the suggestion! We'll consider this.
@MeowyForever888
@MeowyForever888 10 ай бұрын
time to buy reits, be greedy when others are fearful!
@seehionglim3790
@seehionglim3790 10 ай бұрын
Hi , is REIT ETF a better buy
@TheFifthPersonChannel
@TheFifthPersonChannel 10 ай бұрын
We prefer to select our own REITs. But ETFs are an option for a passive investor.
@seehionglim3790
@seehionglim3790 10 ай бұрын
Thank you for your reply 🙏
@pixarboy5751
@pixarboy5751 10 ай бұрын
Would BUOU has potential? Gearing seems low
@thelivingnotes7195
@thelivingnotes7195 10 ай бұрын
Hmm kind of a safe n conservative choice 😅
@Longtermalwayswins
@Longtermalwayswins 10 ай бұрын
No to your thumbnail
@MrBoliao98
@MrBoliao98 10 ай бұрын
I never like REITS, simply because they are not companies.
@JRambonian
@JRambonian 10 ай бұрын
Then y u are here? 😂
@meyroakabigrem1679
@meyroakabigrem1679 10 ай бұрын
What a stupid comment.
@willsontoh7105
@willsontoh7105 10 ай бұрын
You buy u die fast lol
@plantedtrees4193
@plantedtrees4193 10 ай бұрын
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