Dan | Income, Investing & Planning

To clients: I've uploaded the updated REIT Database (accounting for all FY2024 annual reports). You can find a copy of my updated independent analyst report of the listed REITs in the shared folder (Titled: 2025) as well. Moving into May, I'll be adjusting the growth forecast for FY2025 in my model but I suppose more clarity of the ongoing trade war impact on performances can only be seen around 1H / 3Q.

In a move to safety, let us compare the two golden boys of Singapore REITs

To clients: One of the trade has went through, I've updated the trade blotter on the second entry price target and revised my expectations on some of the existing counters I'll be updating the database again soon after I've updated for the annual report findings as well as applying for my DPU growth estimate taking into account potential impacts of trade war - especially on industrial REITs

To Clients: Eyes on the prize folks. A few of the REITs are trending towards the entry price, pay attention to it especially in times of sharp movements Alternatively, you can just set a limit order to fill at the exact price - though take note of the liquidity to avoid partial completion

To Clients: I've updated the trade blotter. Despite the correction today, most of the REITs have merely erased the recent gains and have not reached my average down prices yet. You can refer to the counters and target prices that I'm looking for. Remember to focus on valuation and not price action.

Here's what has went down for 1Q 2025 (+ Recent developments).

To clients: I've uploaded the updated database and my independent analyst report for the following REITS: - CDL Hospitality REIT - Far East Hospitality Trust - Capitaland China Trust - CapitaLand Int Com Trust You can find the stuffs on the shared folder.

Is the recent pump in the REITs market sustainable? Or is it driven by temporary hype that is bound to fade away like always? In this article, we'll explore three major catalyst that investors will need to see before concluding that the recovery is one that is sustainable.

In this article, we'll look at the two key factors as to why I would buy the dip for certain SG REITs even when the market largely avoids them.

The selection of the right REITs at the right entry price can help shield your portfolio from capital losses as opposed to blindly investing in indexes in times of a bear market. At the same time, it helps you build a portfolio with a much higher yield from operations that can boost your income generation process. If you are interested in DIY REIT investing but would like to short-cut your learning and research process, you can check out what my REIT advisory has to offer here. P.S. the above chart is a comparison of my portfolio with iEdge S-REIT Index

In this article, we will explore why DIY investing might be a better approach for REIT investing rather than investing through funds

To clients: Transaction has gone through, I've updated the trade blotter for the next TP to average down.

To clients: I've included a new potential trade that will be executed when it reaches the target price. You can reference the trade blotter in the shared folder!