Top 10 Singapore REITs in 2024
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Күн бұрынSingapore REITs are a popular asset class for investors seeking passive and steady dividend income. But not all Singapore REITs are created equal! At this roundtable, we share the top 10 Singapore REITs in 2024 based on their total returns -- including capital gains and dividends -- since their IPOs. What do the top Singapore REITs have in common? What kind of REITs should you avoid? Is a good time to have a look at REITs right now? We discuss all this and more in our latest episode!
00:00 Introduction
04:53 Results
07:40 Insights & analysis
13:25 Top S-REITs
21:30 Dividend Machines
26:03 Time to look at S-REITs?
27:56 CapitaLand Integrated Commercial Trust
32:07 Risks
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@meldavies9909 3 ай бұрын
Excellent discussion. Thanks for the dialogue and insights.
@TheFifthPersonChannel 3 ай бұрын
Our pleasure! Glad you enjoyed it!
@etchvee 2 ай бұрын
Good analysis and content. some analysts work out cost/rental yield spreads, gearing ratios and average tenure left. Though it’s the long term historical performance that can be a good indicator for strong REITs. Another level of analysis is what’s the right time to buy and for that we need current vs historical P/B or P/ NAV.
@TheFifthPersonChannel Ай бұрын
Thank you! Yes, we cover valuations for our paid subscribers.
@danielchua5099 3 ай бұрын
Is it necessary to sell a REIT if it is paying dividend to you regularly?
@zqboo2841 3 ай бұрын
Good analysis again from the team. What are your thoughts 💭 on those Reits which are in the middle of the list, eg: Suntech, CLCT?
@TheFifthPersonChannel 3 ай бұрын
In general, they face challenges growing their DPU consistently, which leads to less interest from investors and weaker price performance.
@TodayPlaylist88 2 ай бұрын
Can share about Mapletree Logistics Trust and whether it can recover please?
@ThinkForwardInvestor 3 ай бұрын
Would be good to look at 10-yr return, 5-yr return. That might provide a different picture. But great video!
@TheFifthPersonChannel 3 ай бұрын
Thank you!
@im18already 3 ай бұрын
would it make sense to invest in just reits etf since s-reits are traded below valuation.
@TheFifthPersonChannel 3 ай бұрын
If they suit your investment goals and risk profile.
@sebastianlim3447 3 ай бұрын
@@TheFifthPersonChannel : It is good to invest in Bank stocks , This is because Banks stocks and reit are negatively correlated. While one goes up, the other will come down. So it stabalise your investment porfolio . Banks stock also give you good capital appreciation. My investment in DBS stock range from S$8 a share to S$18 a share. The share price now is above S$33 a share
@TheFifthPersonChannel 3 ай бұрын
Yes! We mentioned hedging REITs with bank stocks at this roundtable
@jlng446 3 ай бұрын
I can't find Aims Apac Reits. I believe it meets the 10-year criteria. Did I miss it?
@TheFifthPersonChannel 3 ай бұрын
It's listed as Macarthur Cook Industrial REIT on our table. Sorry for the confusion!
@GeorgeLee-on7uf 3 ай бұрын
What if interest rate stays higher for longer in the next ten years? Will it have a long term negative impact on the returns for all the REITs ? We have not been in an era of high interest environment since the first REITs was listed in SGX in 2002.
@TheFifthPersonChannel 3 ай бұрын
Interest rates have actually reached this high in 2007 before: www.macrotrends.net/2015/fed-funds-rate-historical-chart There is also research that points to REITs doing relatively well in longer-term higher interest rate environments: www.spglobal.com/spdji/en/documents/research/the-impact-of-rising-interest-rates-on-reits.pdf
@edemonda 2 ай бұрын
Which reit was it that you mentioned in the middle that kept growing but yet DPU kept falling? :D
@sebastianlim3447 3 ай бұрын
Not all foreign Reit are bad. I invested in Ascendas India Trust or now known as Capitaland India Trust for over 10 Years. I bought it around 90cents. It has been consistently paying around 7 cents to 8 cnets dividend a year. The dividend yield is around 6%.
@TheFifthPersonChannel 3 ай бұрын
Nicely done!
@FoodieWarrior 3 ай бұрын
ParkwayLife is the King of SReits! 💪👑
@TheFifthPersonChannel 3 ай бұрын
Very steady!
@Ben-gp5ty 3 ай бұрын
Can do a video on Reits ETF ?
@jonyq 3 ай бұрын
Listen to the video. As Rusmin said - Be selective in buying REITs. ETFs are passively managed so nobody will remove the lousy counters inside the ETF for you.
@anthonytan2326 3 ай бұрын
What happened to Fraser Logistics & Commercial?
@TheFifthPersonChannel 3 ай бұрын
It did not pass the 10-year listing criteria to be included in our study.
@ralphou 3 ай бұрын
feees keep growing and which reits is not performing in terms of DPU?
@sebastianlim3447 3 ай бұрын
What fees are you talking about ??
@ignatiusee3564 3 ай бұрын
S Reits are just ok. Should put money into HK REITs ie: Link, Fortune and Hang Luan. Better value.
@TheFifthPersonChannel 3 ай бұрын
We did a study on Hong Kong REITs too! fifthperson.com/top-3-hong-kong-reits-2024/
@gunnerstnt01 2 ай бұрын
But the stock price is dropping ?
@chinsienliew556 3 ай бұрын
The best time to invest in a REIT is when its price is 25% below its intrinsic value.
@stylerho6278 3 ай бұрын
Surprise that Frasers Hospitality Trust has done so poorly!
@ralphou 3 ай бұрын
no Sasseur?
@TheFifthPersonChannel 3 ай бұрын
It did not pass the 10-year listing criteria for our study.
@asisatan3731 Ай бұрын
please share all your free documents etc thanks
@SivalinPuthery 3 ай бұрын
It is laughable this list does not include Capland India T (previously a-iTrust). This REIT has been a consistent performer in terms of DPU for the last years. If anyone bought this trust at its lows during the 2011-2015 years, one would be handsomely rewarded with a safe moat REIT in today's circumstances. Or maybe I am just being biased for being an ex-Ascendas employee
@TheFifthPersonChannel 3 ай бұрын
Yes, CapitaLand India Trust's DPU has improved post-pandemic. But it is technically a business trust, and not a REIT, hence why it wasn't included: www.clint.com.sg/en.html
@chewkiatyong 3 ай бұрын
uhh.. if its top 10 SG reits, then might as well be saying all reits are good.
@TheFifthPersonChannel 3 ай бұрын
Well... there are over 40 REITs listed in Singapore.
@aungnaylin9787 3 ай бұрын
@TheFifthPersonChannel 3 ай бұрын
👍👍👍
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