GrandpaLemon

Viva Industrial Trust completes asset enhancement & welcomes Harvey Norman Factory Outlet at Viva Business Park
http://repository.shareinvestor.com/rpt_vi...

opy

Mind to share why Ascott not in the list? Wonder if I made a wrong choice lately ;-/

GrandpaLemon

Reply to @opy : this is more for industrial reitts. The supply will slowly dwindle till 2020 as you can see fully pre-committed for the next 3 years so thats why 2020.
becos of the lack of supply, i think price has remain pretty resilient even with the rate hikes.

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GrandpaLemon

S-Reits beat other Reit markets with 20% returns year to date
Goldman Sachs Asset Management attributes this to 'price discovery' after a massive decline in the last two years
http://www.businesstimes.com.sg/companies-...

1) Asked where he sees the most growth potential in the global Reit space, Mr Bell said: "Right now, we like hotels, particularly in the US. Part of the reason is because they are the most economically sensitive part of the commercial real estate story
2) He is also overweight on suburban retail in Asia, by which he means shopping centres that sell necessity goods, which is one segment that he feels will remain quite sheltered from the effects of e-commerce.
3) He remains confident in the prospects of grocery-type shopping because statistics show that groceries make up only about 2-3 per cent of items bought online, given the challenges of distributing perishable goods and consumers' preference to see and touch them when buying such items.

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