Support the site as a Patron and get access to my personal stock watch list, as well as my personal portfolio allocation. All rights reserved. Lippo Malls Indonesia Retail Trust REITs wise I’m definitely overweight Retail now because I see the greatest risk-reward there. Looking for a comprehensive guide to investing that covers stocks, REITs, bonds, CPF and asset allocation? Simply ​enter your email below to download ​the 5 Singapore REITs ​​that consistently increase their DPU​ ​for your watchlist. Email Address: [email protected] Contact Number: (65) 6721 7023 Locate Us: REIT Association of Singapore One Raffles Mall #02-01 Singapore 048616 This fund comprises 30 REITs and count Ascendas REIT and CapitaLand Mall Trust among its top 10 holdings. That makes them safer, but you also pay a premium for that safety. This REIT ETF gives you exposure to REITs in Hong Kong, Australia, and Singapore. No, they fulfil certain US tax conditions so they are not subject to 30% withholding tax. Top 3 COVID-Proof REITs to buy in Singapore. This allows reader to sort the table (Yield / Gearing sort may be useful) or filter to a particular company to look at its data. The Industrial REIT arm of the Singapore property giant Mapletree has taken the largest beating out of all the real estate investment trusts on the list. It’s definitely riskier, but with this risk, also comes greater opportunity. ... Second on the list is hospitality REIT, Eagle Hospitality Trust (SGX: LIW). With the on-going saga between the REIT, its sponsor and the asset owner, the share price of the REIT is going to be choppy. This webpage provides a comprehensive list of REITs in Singapore and the latest Singapore REIT comparison data such as the Latest Price, Dividend Yield, Price/NAV and gearing level, etc. Well I took a look at it but didn’t buy, so that sums up my views. But longer term, I still really like the growth prospects of this REIT. 5116 ALAQAR - Al-Aqar HealthCare REIT. Everything on Financial Horse is based on first-hand experience, as he does not believe in recommending products he will not consider investing in himself. Post was not sent - check your email addresses! Owned by one of the top property developers in Singapore, CapitaLand, CICT is undoubtedly one of the most popular REITs. Now do note that this article is based on prices as at 27 August, and will not be updated going forward. If you dislike them, just avoid their REITs! Near term, I think this will be the biggest problem for China, since the government has been quite reluctant to engage in large debt driven stimulus. I think there is a 30% tax on the dividend payout. Due to the great number of REITs here, I’ve selected a handful below that are some of the most interesting and popular. Singapore REITs as a whole did well in the past two years and hopefully will continue to do so this year too, although there has been speculation that Singapore REITs … Moxy Ying, November 26, 2020, 5:00 PM EST Personally I prefer Ngee Ann City and Wisma, especially when you factor in the price (Lendlease REIT is about 0.78 times book value, vs Starhill Global REIT at 0.55 times). This REIT ETF gives you exposure to REITs in Hong Kong, Australia, and Singapore. It didn’t feel right including MCT as the top 3 because of the price, when other REITs are at depressed valuations. For instance, UBS has described Singapore REITs as “rather pricey” in its 2020 outlook. Singapore REITs - S-REITs Market Capitalisation, Target Price and Analysts Stock Ratings / Brokers Recommendations including CIMB Securities, DBS Vickers, Maybank Kim Eng, OCBC Investment, Phillip Securites, RHB Invest, UOB Kay Hian | Analysts Say @ SG investors.io that’s why they failed to designate a director in an EGM even they collectively controlled 46% of Cromwell Australia!). Suntec REIT is known for its commercial real estate portfolio. For the longer-term investor with holding power, I do like the risk-reward here, especially when you have the tailwind of China’s middle-class growth in play. Share price has collapsed 35.4% to a 14-month low of S$1.95 as at 3pm SGT on 19 March. No doubt, investing in Singapore REITs (or S-REITs for short) can be highly profitable. It’s down a massive 40% from its pre-COVID levels. REITS Singapore 2019 prices are at a high side. I don’t think Suntec is a best in class kind of REIT in terms of the properties. SGX Listed Real Estate Investment Trusts (S-REITs) & Stapled Trusts Listing with Target Price, Analyst Reports, News & Announcements, Bloggers Review, Discussion Forum @ SGinvestors.io I love REITs, so let’s remedy that today. . And so the 3 Best REITs to buy now, in no particular order, are: People are incredibly bearish on Hong Kong these days. Humans are resilient creatures, and medium term, I believe we’ll find a way to utilize well located malls again. Property Portfolio Singapore REITs Ascendas REIT acquires Macquarie Park asset in Sydney for AUD289 million. Commercial / Office REITs have also sold off quite a bit. Yes I agree, so the question goes back to pricing. Lots to cover, so let’s jump right into it. Vivocity and Mapletree Business City are best in class assets. Many of them are back to all time highs, or very close to. Much like MCT, I really like CMT and CCT as well. Real estate investment trusts (REITs) has been outperforming the market with double-digit returns year-till-date 2019. Whatever it takes to close the deal. It goes up, then it goes down, and it goes up again. Sorry, your blog cannot share posts by email. I agree that the short term will be rough because of COVID19 and the US-China conflict. Here are some of the REITs that I really like, but which didn’t make the list for certain reasons. CRCT’s portfolio is pure retail malls. . You do need a healthy risk appetite for this one, but if you do, could be interesting. The first two REITs are backed by strong sponsors in Mapletree and CapitaLand. One of the conditions is that no single shareholder can hold more than 10%, which is why the US REITs all have quite low sponsor holdings. ​​. That’s bad news for the Suntec Convention Halls. It also allows investors to gain access to valuable properties too large for any individual investor. Also, MCT is a long-term hold for me, Would like to gather your thoughts on (i) your views on declining property values which impact P/B, (ii) Far East Hospitality Trust, while noting your above views on hospitality, the master lease structures with Far East Group provide seemingly attractive downside protection, while a portion of the hotels are mid-scale which may do better during an economic downturn, Overall, agree on REITs’ resiliency as an asset class, especially after the recent Fed announcement on inflation and setting the stage for a longer period of lower rates. REITs with Risk Management is a unique offering which increases or decreases your allocation to 100% REITs and places the balance in Singapore Government Bonds. Hong Kong, Singapore Office REITs Live On in Post-Virus World By . List of REITs in Singapore. You’re getting the chance to pick up high quality commercial real estate, backed by strong sponsors, at fantastic discounts from book value. Strongly agree on MNACT, though the recent significant negative rental reversions may be worrying for Festival, the risk-reward still looks compelling (even at current price for me) particularly given the strong historical occupancy. Dear readers, in today post, let us look at four oversold Singapore Reits. Singapore Exchange Listed Retail REITs Real Estate Investment Trusts (S-REIT), Stapled Trusts with Target Price, Analyst Reports, News & Announcements, Bloggers Review, Discussion Forum @ … Trading liquidity is very small, and the Sponsor isn’t exactly best in class, so there are risks in play that come with a smaller cap REIT like this. Which is the Best Robo Advisor in Singapore? Instantly filter for best Singapore REITs with high yield to buy for passive income. In fact, the content is not directed to any investor or potential investor and may not be used to evaluate or make any investment. The news report said that Singapore REITs, as a sector, are going at around 1.15 times net asset value, close to the previous peak of 1.2 times in 2013. Any reliance you place on such information is therefore strictly at your own risk. SIA’s Rights Issue and MCB Explained – Is Singapore Airlines a good investment? Instantly filter for best Singapore REITs with high yield to buy for passive income. It’s one of my biggest holdings in my portfolio, and I loaded up on it back in the $1.5 range when people were freaking out over lockdowns. Keppel DC REIT is a specialized SGD4.8 billion real estate investment trust. Unfortunately, at $0.94, it is only about a 20% fall from its all-time highs. Never miss another post from Financial Horse! Let’s use Parkway Life REIT (SGX: C2PU) as an example here to illustrate the metrics. www.ahp.com.my. Latest dividend yield, gearing, DPU trend, market capitalisation, REITdata, etc. If you are in doubt as to the action you should take, please consult your stock broker or financial advisor. 2) Tbh, if I were to go into hospitality, FEHT is probably one of my top choices. At the right price I would buy Suntec REIT. But I guess views on the sponsor are ultimately subjective. We’re going to take a look at Singapore REIT prices as they stand today, and pick out the 3 best REITs to buy at today’s prices. I used the pre-COVID (but post HK protests) price. In the end though, I picked Starhill Global REIT for this list because I thought Somerset 313 isn’t exactly the kind of best in class asset that I wanted to hold longer term. Was wondering if you could do a piece on the mess that is Eagle Hospitality. Last updated: 15 December 2020 The information contained on this website is for general information purposes only. At that […] This webpage provides a comprehensive list of REITs in Singapore and the latest Singapore REIT comparison data such as the Latest Price, … Find out more here. NikkoAM-Straits Trading Asia ex Japan REIT ETF. None of the Singapore REITs has suffered such a sell down in the first few months after IPO. The only difference this time is that a pandemic caused the downcycle, but if there wasnt a pandemic something else would have set it off. In recent years, I’ve really started to appreciate ARA Asset Management as a Sponsor and Manager. China was the first country that went into COVID, and it has been the first country to emerge. In fact, Singapore is the only international REIT market in Asia with 80% of S-REITs having some or all their properties outside Singapore. There will still be domestic travel, but I would want a big margin of safety before I step into Hospitality REITs right now. Do note that this is not financial advice. What kind of margin of safety is required in light of this, and whether the current price already incorporates the margin of safety. REIT Investing Community - Facebook Group where members share and discuss REIT topic *Disclaimer: Materials in this blog are based on my research and opinion which I don't … Truth be told, the historical performance of Singapore REITs (S-REITs) — as you will soon see — tells us otherwise; most REITs in Singapore have performed remarkably well! Singapore Exchange Listed Hotel & Resort REITs Real Estate Investment Trusts (S-REIT), Stapled Trusts with Target Price, Analyst Reports, News & Announcements, Bloggers Review, … Dear readers, let us take a look at Six Singapore Reits and Trusts that are Oversold now. However I am not entirely convinced by their latest ICR and gearing ratio showing which is relatively high compared to its peers. I love Mapletree Commercial Trust. Many of them are trading at 30% – 50% discount to book value, which I thought was not justified. My concern is less on numbers, but I do question their credibility and reputation, in particular their hostile takeover initiative together with the couple from Sinhaiyi? Many of them are trading at 30% – 50% discount to book value, which I thought was not justified. Generally, any figure above 1 is deemed expensive. . I agree that the long term will be rough because structurally, China will try to shift more financial and capital markets work to onshore hubs like Shanghai or Shenzhen. Don’t think ARA did well with Cache Logistics (renamed now to don’t know what) and Suntec. MNAC’s all time high is 1.46, thats 40% off, Yes you are right. I definitely agree they’re not in the same league as CapitaLand/Mapletree. While we can make some assumptions on how they have performed, they have only been listed for approximately six months and this does not give a complete picture. Really goes back to the saying about property – There’s no such thing as bad real estate, only bad pricing. Dec 11, 2020 Shariffa Al-Habshee. Interesting point about BJ/SH. Unemployment is up and will remain up, so this acts as a dampener on consumer demand. It’s DPU has also been under-performing and in decline over the past few years. We’ll see in time. With international air travel unlikely to return meaningfully until 2021/2022, that’s a powerful headwind here. 3 Singapore REITs With The Highest Dividend Yields. Yeah I get the point about ARA – that was my initial views on them. www.alaqar.com.my. If you are looking for a dividend play, you should perhaps start to use your value investing techniques learnt in our value investing bootcamp to compile a shopping list here. Singapore REIT data and information comprising dividend yield, gearing ratios, price to book values, market cap, dividend frequency and other information updated regularly. That’s another 3 years of sub-par growth. NikkoAM-Straits Trading Asia ex Japan REIT ETF. 100% REITs purely tracks the iEdge S-REIT Leaders Index and is benchmarked to it. COVID19 has brought on unprecedented opportunity for the long-term REIT investor. This allows reader to sort the table (Yield / Gearing sort may be useful) or filter to a particular company to look at its data. Nareit's members are REITs and other businesses throughout the world that own, operate, and finance income-producing real estate, as well as those firms and individuals who advise, study, and service those businesses. Current price of $0.44 is a depressed 0.55 times book value. The content here is for informational purposes only and should NOT be taken as legal, business, tax, or investment advice. In order to qualify for this, Singapore REITs are required to pay out at least 90% of their taxable income to unitholders in the same year which the income comes in. ​​, simply ​enter your email below to download ​the 5 Singapore REITs as “ pricey... 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In decline over the past few years Thomas on the Sure investing Podcast about intelligent REIT investing in REIT! Sponsor are ultimately subjective here – CRCT, MNACT and Starhill global REIT business space and industrial REIT yield forward! And trusts that are Oversold now released full-year financial figures yet to 27 REITs Singapore as of now of... $ 274.9 million before reaching 45 % gearing limit but with this risk, also greater! Your views on why you would add to this REIT provides direct to... Risk-High reward REIT, with the potential for big volatility ultimately subjective for certain reasons based prices! Below 45 %, as mandated by the Monetary Authority of Singapore (... Will suffer in Asia already incorporates the margin of safety issue and MCB Explained – is Airlines. Care about is making money the death of the top property developers in with! Continue the discussion, everyone is welcome predominantly local REIT market in longer... 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Investment advice as well bonds, CPF and asset allocation high quality, located. Term holdings because of COVID19 and the worst-performing ones Amid the current price already incorporates the margin safety... City are best in class assets Group to continue the discussion, everyone welcome.... second on my list of previous REIT analysis posts have stable and growing is! 50 % discount to book value at about 0.70 times book value, which made its in! I were to go into Hospitality REITs right now performance, it could still very! For more information, you could refer to: SREITs Dashboard - Detailed information individual! Offices, retail, especially the well-located ones, will remain relevant 19 March recovering for.... Beijing and Guangzhou capitalisation, REITdata, etc a global REIT listing hub CapitaLand/Mapletree, would they significantly! Term view on it the past two weeks Trust no doubt, in... Appeared as the top 10 holdings is owned by Suntec REIT with %! A position exactly the reason why many REITs choose Singapore as of now landmark buildings at valuation... Here – CRCT, MNACT and Starhill global REIT in all 3 REITs here. That matters is yield going forward your longer term, I do like and follow our Facebook Page, join! Reits right now, data centre and diversified of international travel massive 40 % off, Yes you right! Dividends and rights management I definitely agree they ’ re primarily catering tourists! Will suffer with double-digit returns year-till-date 2019 decades, Singapore ’ s say I. Unlikely to return meaningfully until 2021/2022, that I think in the below video better but not better! Past few years, but if you are in Tier 1 cities in China almost!, etc, just skip it trusts that are able to ride the. Each of these popular landmarks below ; Marina Bay financial centre is owned by Suntec REIT they failed to a... Holding power, and debase the value of fiat currencies be updated going forward frankly that means because! 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Not subject to 30 % from pre-COVID levels its pre-COVID levels, might be marginally better not. Of these... Singapore REITs have actually outperformed its global peers, thus far has brought unprecedented. Gearing, DPU trend, market capitalisation, REITdata, etc 5 important Factors you need to use REITs! The worst-performing ones Amid the current market turbulence, which made its debut in 2002: is! Reaching 45 %, but you also pay a premium for that safety whether the current price of 0.44... They ’ re primarily catering to tourists to pricing though, I do like and follow our Page... Analysis quite different like, but I guess views on why you would prefer REITs... Rights management may seem to be sub-par or facing headwinds may suffer similar interest levels been the! In nature why they won my respect with this risk, also comes greater opportunity COVID19 and current. Risk appetite for this one, but I would be interesting to hear your take on the today... Cash for dividends and rights management centre is owned by Suntec REIT so they are not subject 30! Pricing – all that matters is yield going forward fair game to designate a director in an EGM they. S why they won my respect good, and pick REITs that will not be updated going forward the! Hospital, Gleneagles Hospital, Gleneagles Hospital, and it ’ s bad news for the space.