Many thanks. We have to be discerning. When we lose money in stocks, it doesn’t make us a contrarian, we may simply be wrong. The crowd is not always wrong. The trend can be our friend. The wonderful thing about the stock market is, time will tell. Whether we were contrarian or just wrong. Regards.
sg blue chip reits the yields 6% and once they start recovering with higher rentals and lower financing could dpu can increase 3-5% yearly from 2025 to 2030 sg banks now 5% yields but earnings have peak, dbs ceo guided that 2025 earnings will be lower so u not gonna see increase in dividends
SG Banks payout 5-6% on a 50% payout ratio SG Reits payout 5-6% on a 90+% ratio Another cons against REITs is that their only source of income is from rental, they are not like other companies which have moats of income. I am only adding to reits as I still agree these are still hugely undervalued and cheap, everything else is too expensive Still, respect to you for being a contrarian, it is good to listen to both sides of the coin
interest rate thinking to drop but then later to increase, bad for those on very large home loans who think internet rate will drop eventually. Surely more bankruptcies ahead, the analogy of passengers thinking train is reaching end of the tunnel with a glimpse of light, realising there is another longer dark tunnel ahead. These passengers went bonker and jump of the train in 2025.
Bank stocks rocket today especially DBS. DBS NIM fall makes up by increase in business volume. Share prices increase justify by its performance. Head you win, tail you win. Look at the 5 years chart of DBS share price and dividend also double. The power of compounding especially when you are still young. For retirement steady recurring income. Lol.
yes i am covering dbs tonight the dividends and share buybacks sent it rocketing ceo guided that year next onwards earnings would be flat in 2025 so peak of cycle already i feel but master is always wrong and ak71 is 100% right lol
@@MasterLeong888 Oh nooo! I'm holding quite a lot in this reit thought. The other I'm holding also industrial assets under MIT. Hmm . . . . like this jialat liao. Any suggestion. Now let go also sell at loss.
So your case for rising inflation due to trump tariffs will continue to provide headwinds for sg REITs ? Since REITs thrive better in low interest environments. Care to hear your thoughts on this. Thanks
i expect US rates to reach 4.25 by year end and 3.00 by end of 2025, if trump policies creates inflation fed may raise rates in 2026 bringing it back to 5% at such a case sg blue reits borrowing cost goes back to 3.5% to 4% which I am fine
yes correct its this reit etf that holds 40 different blue chip mid cap reits across asia like sg hk india thailand msia its a good way for new investor to diversify into a basket of reits collect 5.5%+ dividend yields safely
@@MasterLeong888 thanks ML! We're storm-ready, baby! Our windbreaker is so fierce, it could probably withstand a Category 5 hurricane and a dragon attack.
yes got 0.55% expense ratio if wanna avoid then can ownself buy the blue chip reits CFA reit 70% is SG the other 30% is HK India Thailand Msia reits which are not easily accessible
Master, what are your thoughts on CFA reit manager handling the rights issues? Because you wouldn't know how they handle it then later our holdings will get diluted?
they will sell/subscribe to the corporate action and rebalance the portfolio accordingly, not a single allocation will exceed 10% portfolio weightage they are professionals so i rather they handle the corporate actions for me especially for my cpf oa account holding invididual shares in cpf account very trouble to do coporate actions so i prefer holding CPF reit etf in my CPF OA
you check with your broker see can invest in Singapore market or not switch your thai baht to sgd international brokers like IBKR interactive broker gives access to markets like SG and HK
I also disagree. Trump's policy is to keep the interest rate low but market is acting in the reverse. Fed will continue to cut rate so I am not sure why the market react this way. I strongly feel that this is temporary and continue to add more S-REITs.
i have experienced before the GFC in 2008, only blue chip companies were able to refinance lots of samspan reits could not renew their debt and were force to do equity raising at rock bottom prices
@@MasterLeong888 I bought CICT. I saw Parkway Life damn attractive... Lol. So tempted but a bit worried about the Japan FX depreciation. I currently also holding 12k shares of MIT @$2.5, but also tempted to add more.
ya much worry that inflation will become back in 2025 then powell force to increase rates see how it goes, dont think rates will go above 5% the worst case we go back to 5% then blue chip sg reits borrowing rates 3.5% to 4%
Ohhh Noooo! Appreciate the sharing..adding 5k shares of SRT, and maybe fxi. slowly dca. I trust ML now because I held IReit before learning about the sampan T.T
ya lor reit boat come back, i previously bought at 77 cents now back at 78 cents i 82 80 78 buying and dca all the way down even if US rates goes back to 5% reits borrowing cost 3.5-4% which is the levels now
Master whales or market maker they bought reits early. And then they created alot of social media content to recommend people to invest in reits including CNA. Now they are exiting. Late investors trapped. We are doomed
ya lor AK71 totally stopped talking about his reits he keeps boosting about his DBS, many of this followers keep buying DBS $35 to $40 all the way up lol
Many thanks. We have to be discerning. When we lose money in stocks, it doesn’t make us a contrarian, we may simply be wrong. The crowd is not always wrong. The trend can be our friend. The wonderful thing about the stock market is, time will tell. Whether we were contrarian or just wrong. Regards.
Prefer Sg banks(5% dividend yield) to Sg reits(4% dividend yield)
sg blue chip reits the yields 6% and once they start recovering with higher rentals and lower financing could dpu can increase 3-5% yearly from 2025 to 2030
sg banks now 5% yields but earnings have peak, dbs ceo guided that 2025 earnings will be lower so u not gonna see increase in dividends
SG Banks payout 5-6% on a 50% payout ratio
SG Reits payout 5-6% on a 90+% ratio
Another cons against REITs is that their only source of income is from rental, they are not like other companies which have moats of income.
I am only adding to reits as I still agree these are still hugely undervalued and cheap, everything else is too expensive
Still, respect to you for being a contrarian, it is good to listen to both sides of the coin
yes well said thanks for support ^^
interest rate thinking to drop but then later to increase, bad for those on very large home loans who think internet rate will drop eventually. Surely more bankruptcies ahead, the analogy of passengers thinking train is reaching end of the tunnel with a glimpse of light, realising there is another longer dark tunnel ahead. These passengers went bonker and jump of the train in 2025.
very well said very good description haha
@@MasterLeong888 i bought more CFA reits. For long term dividend play since its 20% off nav.
Bank stocks rocket today especially DBS.
DBS NIM fall makes up by increase in business volume. Share prices increase justify by its performance. Head you win, tail you win.
Look at the 5 years chart of DBS share price and
dividend also double. The power of compounding especially when you are still young. For retirement steady recurring income. Lol.
yes i am covering dbs tonight the dividends and share buybacks sent it rocketing
ceo guided that year next onwards earnings would be flat in 2025 so peak of cycle already i feel
but master is always wrong and ak71 is 100% right lol
I support ML and i am buying into reits these few months. Every month my salaries and savings go into buying 5 tiger generals
Hi ML, why AIMS APAC REIT consider sampan reit for you? Not advisable to hold for long term?
AIMS reits mostly is SG industrial assets their life span left 20++ years only, after 2 decades NAV will drop to zero
@@MasterLeong888 Oh nooo! Now I let go jialat liao! Any suggestion? Hmm . . . .the other I holding also industrial assets (MIT).
@@MasterLeong888 Oh nooo! I'm holding quite a lot in this reit thought. The other I'm holding also industrial assets under MIT. Hmm . . . . like this jialat liao. Any suggestion. Now let go also sell at loss.
I just came back from El Salvador and San Francisco.. so many homeless and mad people on the streets. Economy is really not good there
Ya US very scary sia the homeless rate
Lets build a reit portfolio together master! Lets go! Bought 10k worth of CFA and CICT today
nice! together we own all those shopping malls and office hahaha
Yes yes ML. I started to buy FCT and CICT a week ago. Bought suntec at 1.33 a bit too high, so going to DCA ...@@MasterLeong888
So your case for rising inflation due to trump tariffs will continue to provide headwinds for sg REITs ? Since REITs thrive better in low interest environments. Care to hear your thoughts on this. Thanks
i expect US rates to reach 4.25 by year end and 3.00 by end of 2025, if trump policies creates inflation fed may raise rates in 2026 bringing it back to 5%
at such a case sg blue reits borrowing cost goes back to 3.5% to 4% which I am fine
Bought MPACT at 1.24. See if can buy lower. Continue to buy cheap hamburger to earn good dividend !
Nice !
ML, the CFA is this? NikkoAM-StraitsTrading Asia ex Japan REIT ETF ?
yes correct its this reit etf that holds 40 different blue chip mid cap reits across asia like sg hk india thailand msia
its a good way for new investor to diversify into a basket of reits collect 5.5%+ dividend yields safely
@@MasterLeong888 thanks ML! We're storm-ready, baby! Our windbreaker is so fierce, it could probably withstand a Category 5 hurricane and a dragon attack.
CFA Reit expense ratio quite high 55basis point. Also there's some duplication with your LINK reit /Mapletree Logistics portfolio.
yes got 0.55% expense ratio if wanna avoid then can ownself buy the blue chip reits
CFA reit 70% is SG the other 30% is HK India Thailand Msia reits which are not easily accessible
Is it ok to buy the lion-Phillip a-reit etf too?
Yes its a basket of 20 sg blue chip and mid cap reits
Cfa is more diversified 40 counters but spread into india hk msia thai reits
Master, what are your thoughts on CFA reit manager handling the rights issues? Because you wouldn't know how they handle it then later our holdings will get diluted?
they will sell/subscribe to the corporate action and rebalance the portfolio accordingly, not a single allocation will exceed 10% portfolio weightage
they are professionals so i rather they handle the corporate actions for me especially for my cpf oa account
holding invididual shares in cpf account very trouble to do coporate actions so i prefer holding CPF reit etf in my CPF OA
@@MasterLeong888 Thanks for the prompt reply Master, green dragon huat!
Thank you for your sharing ML❤
Thanks for watching!❤❤❤
Haha the cat looks sianz😅
yes reits not doing well meow meow sianz
On sale, should buy. 🎉🎉🎉
yeah now great sg property sale lol
Buy the dip!!!!
yeah now really is sale haha
how can foreigner buy the sg reit? is there any suggestion ? by the way i am from thailand
you check with your broker see can invest in Singapore market or not switch your thai baht to sgd
international brokers like IBKR interactive broker gives access to markets like SG and HK
I also disagree. Trump's policy is to keep the interest rate low but market is acting in the reverse. Fed will continue to cut rate so I am not sure why the market react this way. I strongly feel that this is temporary and continue to add more S-REITs.
ya lor markets too fearful already
why you dont like starhill global reit? 6.9% dividend and no china exposure
also sampan reit, small focus portfolio, no blue chip status
usually sampan reits higher yield bigger discount to book but more risky
i have experienced before the GFC in 2008, only blue chip companies were able to refinance
lots of samspan reits could not renew their debt and were force to do equity raising at rock bottom prices
@@MasterLeong888 why will starhill global reit be sampan reit? they own wisma and takashimaya
@@MasterLeong888 why is starhill global reit a sampan reit with holdings such as takashimaya and wisma atria?
Master huat ah💪💪💪🚀🚀🚀
huat ah
you quoted bill ackman lol...voting n weighing machine !
yes its from the book the intelligent investor and those legendary investors like to quote this, i love this quote too kekeke
Going to all in CPF OA. Reached support level for me already
ya good move
CFA reit etf long term sure better than CPF interest 2.5% kekeke
ML, I used nslife credit and recently collected CFA dividends to buy more CFA 😂
Using free money to buy more shares 😆
ya hor got the free $200 thanks for reminder, master now go check see have or not
if have sure hoot more reits huat ah
Seems that AK was right compared to many RUclipsrs.. maybe he is smart or has "tian gong life" lucky in hokkien
He only talk about his banks doing well but his 5 sampan reits sinking he keeps quiet, he has a huge ego and likes to show off haha
cict = stock code its C38u ?
yes correct finance.yahoo.com/quote/C38U.SI/
It is painful to buy on Dip, take this opportunity to build a solid SReit portfolio. When people are fearful, it is time to be greedy😂
yeah now is a good time to build a reit portfolio so i started it, will keep building this reit house bigger and bigger all the way hahaha
I'm with you - all in CPF OA CFA
Nice i previously all in cfa reit etf with my cpf OA at 77 cents
Now i using cash to buy 82 80 78 cents i buy all the way down haha
@@MasterLeong888 you got a good price, mine higher at 0.8 :(
@@jaronliu969 0.8 very good price for long term already, last time was 1.20 and 1.00 many ppl bought during zero rate environment
May I check how to buy using cpf?
Master, I just kept DCA my REIT portfolio.
yes, me too i will dca $500 weekly keep buying on this sale haha
@@MasterLeong888 I bought CICT. I saw Parkway Life damn attractive... Lol. So tempted but a bit worried about the Japan FX depreciation. I currently also holding 12k shares of MIT @$2.5, but also tempted to add more.
But but but I just bought more into the 5 tigers! 😂
ok la slowly jiak lor this month jiak full riao next month jiak again slowly eat month after month, we will jiak for years kekekekkee
Why are you doing sector bets? Could just buy broad market ETFs and get dividends.
Cause i trying to beat the market
Hi Master Leong, i think u r a cat lover.😂
Yes 😁
Hope all the reit recommends by you will be going up in 2025
long term they should do well all solid blue chip reits
I Fomo, keep buying into sg reits when they are comin down everyday
Everyday u buy ah so rich i buying weekly only haha
i am same age as Master . today bought another 10k Maple PAC
wow very good buy for long term huat ah
my target is invest 300k sgd in reits. and expect to collect 25k sgd dividend per year,, so can be partially retire. now already invested 240k
@@yjc149 me too i give myself 10 years make my reit portfolio to enjoy the dividends in my 50s onwards
ML why is Link reit down 4%?
hk and sg reits all crashed as fear of global inflation coming back due to donald trump tariffs
@ thank you ML. RMB borrowing like you said but market doesn’t care :( i got cict today
China market, slowly but surely !!
Yes now there are hopes friday they announce mega stimulus after market close
Jialat hyperflation is going to be a real deal next year. Jialat. 😅
ya much worry that inflation will become back in 2025 then powell force to increase rates see how it goes, dont think rates will go above 5% the worst case we go back to 5% then blue chip sg reits borrowing rates 3.5% to 4%
Avoid those China stock that export oriented
yeah that's why I not really investing in EV companies
Waiting for CFA below 0.77
unlikely i feel, 80 very cheap already
Queueing to buy more REITs
nice~ now really is sale haha
Ohhh Noooo! Appreciate the sharing..adding 5k shares of SRT, and maybe fxi. slowly dca.
I trust ML now because I held IReit before learning about the sampan T.T
thanks for support, yeah now we only hold blue chip reits safer can sleep well at night
Jialat think powell may slow or pause cuts 😂
Reit boat at port liao
ya lor reit boat come back, i previously bought at 77 cents now back at 78 cents i 82 80 78 buying and dca all the way down
even if US rates goes back to 5% reits borrowing cost 3.5-4% which is the levels now
hello!
Oh no😮, 2026 what if inflation spike?
Then hold on and take dividends lor
2026 if inflation comes back then rates goes back to 5% lor, blue chip rates borrowing cost go back 3.5% to 4% lor
@@Paper8484 yeah power of CD!
@@MasterLeong888 what if USA interest rate goes up to 15% like in 1981? Under trump
@@liudaniel6656 unlikely 5% is max anything higher everything crashes they know it
REITS crash jialat jialat, even Ginger Cat Looks very Emo, hugs~
Thanks master for the video. Whack more cfa today again! On sale on sale!
Yeah now great singapore sale riao lol
Master whales or market maker they bought reits early. And then they created alot of social media content to recommend people to invest in reits including CNA. Now they are exiting. Late investors trapped. We are doomed
no true la hahaha its just normal market forces, buy and sell demand... do not over think
@@MasterLeong888 ok master. When the fed cut rate? I hope Fed cut 0.5%
Ak71 Reits gg. So, Ak71 reits have ONLY SGD banks (100%)
ya lor AK71 totally stopped talking about his reits
he keeps boosting about his DBS, many of this followers keep buying DBS $35 to $40 all the way up lol
Hope all the reit recommends by you will be going up in 2025
hope so i will keep buying now that they are cheap hehe