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 (CFP®)
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All you need to know for the 3rd quarter business updates of Singapore Listed REITs.
In this article, we’ll explore why investing in Retail REITs can be a smart strategy to safeguard your retirement in Singapore and what are the things you need to pay attention to.
Focus more on fundamentals and less on price actions.
https://www.danconsultancy.com/post/what-to-do-when-you-are-losing-money-in-reits
For clients, I’ve inputted a limit buy order for another REIT as the market continues to experience indiscriminate selling and are nearing my entry price.
You can find the details on the trade blotter in the shared folder.
For clients, I’ve inputted a limit buy order for two separate REITs to redirect the funds from the previous sell order that was executed.
You can find the details on the trade blotter in the shared folder.
In this article, we’ll conduct a 1-vs-1 comparison between the two Singapore retail REITs that are trading above 6% dividend yield — Starhill Global REIT and Lendlease REIT.
After 18 months of preparation, I’m thrilled to officially announced the launch of my Fee-Only REIT Advisory services.
My goal is simple: to help you navigate the world of REIT investing so you can make smarter decisions for your retirement and passive income goals.
Here’s how I can help you:
✅ Identifying which REITs are worth investing for long-term stability
✅ Boost your overall returns by pinpointing the right entry & exit prices.
✅ Reduce portfolio risk by helping you avoid the common pitfalls most investors make
The Benefits for You:
🔎 Expert insights: Tailored advice to help you build a REIT portfolio aligned with your financial goals.
🔎 Streamlined research: Save time by letting me handle the market analysis and REIT evaluation, so you can focus on making informed decisions.
🔎 Fee-only model: No commissions, no product pushing, no management fees - just transparent and objective advice.
Visit my website here or get in touch with me @daniellsx to schedule a quick, no-obligation chat and explore if this service is right for you
For clients: I’ve placed a new sell trade order. You can refer to the shared folder for the Name of the REIT, targeted exit price and rationale.
Despite being the 2nd largest REIT market in Asia and 4th largest REIT market in the world, Singapore is home to only two healthcare REITs.
Regardless of the limited number of choices, as investors, we mustn't neglect the inclusion of healthcare REITs in our portfolio given their long-term stability and attractive growth prospects.
Here are the benefits of investing in Healthcare REITs and the things you need to watch out for as investors.
For clients: I’ve placed a new trade order. You can refer to the REIT and the targeted entry price in our shared folder.
Here are the top 3 mistakes that you need to avoid when investing in Singapore listed REITs to avoid making a loss on your investments!
Updated For FY2024 Annual Report
Investors should really pay attention to the health of their balance sheet, the overall cost of borrowing (factoring into account their perps) and also the yield from operations.
More details are in the report.
Here's a case study of why I bought and sold Keppel REIT and where did I go wrong with my analysis.
Updated for FY2023/4 annual report information.
TLDR: Valuations are attractive relative to other listed counters, fundamentals are expected to recover but management has a poor track record of retaining the NAV or top-line performance of the REIT.
More details are in the report.
With the Chinese government unleashing a series of stimulus policies, the Chinese equities have experienced a pump of over 30% in the past week.
In this article, we'll explore if it is time for us to explore Chinese focused REITs given all the buzz that has been going on.
General market updates for 3Q 2024
https://www.danconsultancy.com/post/global-stock-market-updates-third-quarter-2024
Just an update! I've cleared all my examinations and am now in talks with my company to get the final clearance before i can launch the Fee Only REIT advisory.
I'll be writing regularly again and if yall have any SG REITs topics that you would like me to cover on, do leave it in the comments (no guarantees that I will cover it tho)
More updates will come so do keep a lookout!
With the confirmation of the US rate cuts, I noticed that the hype around REITs is starting to resurface, while I can't speak much about potential price movements, what is certain is that most of the REITs listed in the Singapore Exchange will only benefit from the rate cuts in the years to come as they had already refinanced at a much higher rates over the last 24 months.
Investors buying into REITs hoping to see an immediate positive impact on the fundamentals might end up being disappointed in the next 12months. Long story short, manage your expectations properly.
More details are in the article:
https://www.danconsultancy.com/post/rate-cuts-is-it-a-good-time-to-invest-in-reits-2024
