Dan | Income, Investing & Planning
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Research-driven financial planning content - REITs, income investing, insurance, and retirement planning. Website: www.danconsultancy.com Enquiries: @daniellsx Daniel Lee Shao Xuan Certified Financial Planner (CFPĀ®)
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To clients: I've updated the database on our shared folder for the unaudited financial statements of nearly all of the listed REITs in Singapore.
While some information may be missing, it will be updated again once the annual report is published.
For my analyst coverage, those will be updated and uploaded once the annual report is published as well.
While REITs have lost their attractiveness over the last 24 months, the instrument's design continues to make it one of the best choices for beginner investors to hone their skills.
Here are three reasons why you should consider the asset class if you're thinking of picking up the art of investing.
Updated for FY 2024 performances.
While the retail properties are performing well, the industrial exposure has resulted in significant drag which is expected to continue moving forward.
More details are in the report
As the saying goes: "Theres a right tool for the right job"
If you're looking for growth, REITs is definitely not the right investment instrument for you.
Here's why you should not invest in REITs for growth.
As Keppel REIT explores their previous lows, some of yall might be tempted to start a position.
Depending on your investment strategy, $0.815 can either be a good price for short-term trades or a bad price for long-term investments.
Here's an article on why I sold my Keppel REITs last October to help yall make sense of what the next best move is for yourself.
Last week, Paragon REIT received a privatization offer, citing liquidity and property concentration constraints as reasons for the offer.
In this article, we'll apply the two considerations behind the offer across the REITs listed in Singapore to identify the other REITs that exhibit similar characteristics as Paragon.
This will help us get a better sense of the likelihood of any future privatization offers.
In this article, weāll be doing a 1-vs-1 comparison between Mapletree Logistic Trust and Frasers Logistic Commercial Trust to see which counter is ābetterā for the provision of logistic exposure in a diversified REIT portfolio.
For clients: Iāve inputted a new trade order and indicated a few other REITs with their target price to watch out for in the trade blotter. You can find it in the shared folder
When it comes to portfolio diversification, more doesn't necessarily mean better. This is especially so for SREITs who commonly own properties across the globe.
In this article, we'll go in greater detail as to how you can achieve proper diversification when designing your REITs portfolio to maximize returns and minimize risk.
Office REITs have long been regarded as a stable option for investors seeking passive income for their retirement.
However, not all office REITs are created equal, and the differences between those focused on Singapore properties and those with diversified offshore assets can be stark.
In this article, we'll explore the key factors you need to pay attention to when selecting the right office REITs to invest.
In this article, weāll be doing a 1-vs-1 comparison between Frasers Centrepoint Trust (FCT) & Lendlease Global Commercial REIT to see which counter is ābetterā for the provision of retail exposure in a diversified REIT portfolio.
For clients: I've updated the REIT database for REITs with FY2024 results reporting.
Certain figures may still be missing as those are only made available in the annual report but it'll do for now.
My analyst report will be updated upon the publication of the respective annual reports.
You can access the updated REIT database in the shared folder
Understanding market liquidity is crucial in helping you determine the portfolio sizing, entry and exit strategy of a particular REIT - especially those with low liquidity.
In this article, we'll explore the liquidity situation of Singapore REITs.
Updated for FY2024 results.
Probably Singapore's most dramatic REIT. The greatest uncertainty surrounding this REIT ultimately still lies with the internalization process which, for now, seems to be going through smoothly.
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report ā> 2025)
While overseas properties provides a higher capitalization rate for investors, they often come with varying risk profile that may not be suitable for investors seeking for a stable stream of passive income.
In this article, we'll explore some of the pros and cons of investing in REITs with offshore property exposure.
Updated for FY2024 Annual Report.
I expect the performance of FLCT to remain depressed, with the tailwinds from the logistics sector offsetting the headwinds from the commercial sector.
More details are in the report.
For clients, you can download the full version with the intrinsic valuation and interest rate sensitivity analysis model in the shared folder (Personal Report ā> 2025)
Tragic.
If you're hoping to re-direct your SA funds into REITs would like to short-cut your portfolio design, planning and implementation, you can find out more about my 1-to-1 Fee only REIT portfolio advisory here.
Alternative, you can schedule a discovery meeting directly @daniellsx to find out whether my services are suitable for you
Tragic. If you're hoping to re-direct your SA funds into REITs would like me to help you short-cut your portfolio design, planning and implementation, you can find out more about my 1-to-1 Fee only REIT portfolio advisory here.
Repost from CNA
FYI: Those of you aged 55 and up and have CPF Special Accounts, they're now closed.
You'll be formally told about this tomorrow: https://cna.asia/4gZa5sf
Being the 4th largest REIT market in the world, industrial REITs in Singapore are a key player in the market due to the growing demand for logistics, high-tech spaces, and data centres.
But is this sector the right fit for your retirement portfolio?
This article delves into the various types of industrial REITs available on the Singapore Exchange (SGX) and the unique qualities and risks they offer.
