jasongan started a poll
18.7 K

REITS TIME!
Let’s do something interesting...
I have come to realize that there are two camps of investors/traders here in terms of their thoughts about the current valuations of the all popular reits.
Let’s hear from the community how much upside or downside room in price do sg reits have from here to end of 2019.
Let’s hear from you!

Just to clarify.. GOLDEN REITS! Good ones that are backed by strong sponsors: Capitaland, Mapletree, Fraser, Keppel, Ascendas!

Read more
Upside more than 10%
8 votes
Upside 5-10%
22 votes
-5% to +5%
41 votes
Downside 5-10%
14 votes
Downside more than 10%
5 votes
90 votes
Voting is ongoing
13 likes
73 comments
Shien

High yes, yet keep breaking new heights. DW laughing all the way to the “banks” with an s.

richdad

Reply to @Shien : DW don’t laugh to the banks. The banks laugh to DW.

Opportunist

there is another camp where i belong. i dont care at all about reits...

RandomWalk

Just to test the water for interest here, I have found an overseas reit that pays monthly dividends. However, it is still baking in the oven as I feel it is not the time yet. Tentatively, the dough will most probably be fully baked towards the end of next year? Show of hands who is interested? lol

RandomWalk

Reply to @WolfOfHougangStreet : Hi there, thanks for the recommendation. I have not taken a look at Eagle HTrust yet but will do so when I have the time. For this REIT which I have posted, I have not done much reading up as well and quite naively, the thought of receiving monthly dividends is quite enticing. However, I think I have done enough for the time being to think that it is not the time to go into this REIT yet.

  View More Replies
MasterLeong

nowadays reits all doing rights issue, retail investors forced to buy more shares at all time high prices gg

kwkwkw

Reply to @MasterLeong : Valuations for current price may be high, but haven’t factor in discounted shares from pref offering, and the P/B ratio probably isn’t very accurate now (I think most haven’t updated their book value from acquisitions yet). So effectively for the price paid, valuation would be a lot lower.

(don’t take it personally, just sharing my pov and thoughts about your statement)

  View More Replies
MrWolf

The thing about REITs is that you must always keep spare cash for Right Issue. Often come as a form of suprise. Dont subscribe = lugi

richdad

Reply to @MrWolf : just buy the etf lo, no need to subscribe

  View More Replies
jasongan

As expected Reits going full gear with inorganic expansions. These two days we have kdc and mint. Many more coming. That’s the only way we will see more upside room opening up, but on medium to longer term basis. All the best.

leewe

Reply to @richdad : This round Confirm no leow

  View More Replies
NinjaStars

I wont consider Keppel family REITs as golden reit. Just look at the latest acquisition... It is not as good as most think it is... Just do a bit of digging...

richdad

Let me Guess who voted the last option

leewe

Depend on which reit. Golden goose or “LJ” banana reits (which r somehow also popular)

About Contact Privacy Terms Widgets Store

There are more for you ...

View more and participate in our discussion now. It's FREE.

Creating an account means you’re okay with InvestingNote's Terms and Conditions