SReits – Time to take some profit

All the SReits had already released their quarterly results. Below is a table that shows the Q2 Yield, Q1 Yield and the Delta between the two yields (Q2-Q1) of selected SReits and Business Trusts listed on our local stock exchange. For clarity, in this post, I defined yield as the sum of the last 4 … Continue reading SReits – Time to take some profit

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Accumulating Starhill Global Reit @ 73.5 c & Below

Contributed by: Warriortan, #investforyourself, #starhillglobal Please note that I am vested in Starhill Global REIT . One reader asked if I can share my views on Starhill Global Reit in a dedicated post. He made this request after I commented that I am considering to accumulate it at the current price level. Over last weekend, … Continue reading Accumulating Starhill Global Reit @ 73.5 c & Below

Using Reversion to Mean for Reit Investments

Contributed by Warriortan, #investforyourself In a recent workshop, I came across this theory of applying the concept of "Reversion To Mean" to equity investments. I felt that it made logical senses and since then, I have added this as an additional tool to my toolbox to investing. So what is "Revision-to-mean" concept? According to Investopedia, … Continue reading Using Reversion to Mean for Reit Investments

Ascott Residence Trust: Should I or Should I Not?

Contributed by: Warriortan Ascott Residence Trust (ART:SP) has leapfrogged SPH Reit (SPHREIT:SP) to become the #3 largest stockholding in my portfolio after the recent rights issue. By value, it is 4.2% of my total portfolio now. Some of you may still remember my previous blog-post on SPH Reit in which I outlined my reasons for … Continue reading Ascott Residence Trust: Should I or Should I Not?

Positioning for SPH Reit

Contributed by Warriortan Starting from ┬ánext week, Singapore listed companies will start to report their quarterly results. As usual, the first to go is SPH Reit (as they ended their financial quarter in Feb). Among with it are companies like SPH and Soilbuild Business Space Reit. In this week's blog, I will share my learning, … Continue reading Positioning for SPH Reit