🌟 Trade REITs at 0 commission with Moomoo with a special deal UP TO S$1,034* SIGN UP- - joshtan.link/moomoo *T&Cs apply. Moomoo SG will reimburse the returns to 6.8% p.a. in cash rewards if the selected fund returns is below 6.8% p.a. Up to S$447 on Cash Plus, Get up to S$567 Worth of US Stocks and Exclusive Cash Coupon Up to S$20 when you sign up above today!
Hi Josh as Trump most likely will impose more tariff n hence drive up inflation. Fed may also hold rates or even raise rates. So reits will be impacted ?
Hi Timothy, could email us at josh.tan@theastuteparent.com ? Id link you to LimTan who is a traditional brokerage that I use, they have a referral campaign
Hi Jeff, I have a surface understanding only What I gather is that BIG tech build their own data centre to support their own cloud computing services. Usually they are termed hyperscale data centers. Maybe they are more advanced? But there is demand for different tiers of needs in the market. Some companies rent a portion of space to enjoy all the facilities of power and security from a data centre owner. Some companies get a developer to build a data centre to their needs and the developer sells it to MIT after that to exit for capital gains. MIT owns and runs it for long term income. Gov tech in Singapore has its own data centres. Something like that, hope it helps =) Thumbs up k!
I’m holding on but not too optimistic yet Why I've Sold Away Some Stocks Here... | MPACT REIT | SG stocks | Dividend Investing ruclips.net/video/lzyBKoSIBuk/видео.html
Hi josh. Could you share whats your investment strategy for reits? Do you buy and hold long term (eg till retirement)? Or sell them when opportunity comes?
@@Alicez3729many buy REITs for its dividends to supplement their retirement income, I would only sell if the unrealized gains r substantial then again most reits hv not recovered fully….patience is key…
Hi, I do not have Ascendas but it’s more of keeping the list of holding tight. It’s one of our better blue chip reits and slowly moving towards data centres also
MLT's earnings in the latest quarter came in below than expectations. Their Chinese portfolio's occupancy rate dipped to 93.1% against its portfolio occupancy rate of 95.7% FLT's occupancy rate on the other hand has stayed stable and it's portfolio of Australia, Germany and Netherlands have proven to be less risky with no Holdings in China. What do you think of MLT and FLT?
clung on to this CMI reit for too long...finally dumped at a loss of 30%. methinks it will never recover to its former glory as far as interest rates don't hv a drastic fall.
🌟 Trade REITs at 0 commission with Moomoo with a special deal UP TO S$1,034* SIGN UP- - joshtan.link/moomoo
*T&Cs apply. Moomoo SG will reimburse the returns to 6.8% p.a. in cash rewards if the selected fund returns is below 6.8% p.a.
Up to S$447 on Cash Plus, Get up to S$567 Worth of US Stocks and Exclusive Cash Coupon Up to S$20 when you sign up above today!
Hi Josh as Trump most likely will impose more tariff n hence drive up inflation. Fed may also hold rates or even raise rates. So reits will be impacted ?
That’s the latest narrative.
It changes all the time, be ready for bad times and the rest will take care of
Itself 👌🏻
Best time to buy is when cheap with good yields.
Hi Josh, how does one purchase S-reits with SRS?
Hi Timothy, could email us at josh.tan@theastuteparent.com ?
Id link you to LimTan who is a traditional brokerage that I use, they have a referral campaign
Hey Josh, thoughts on mapletree log trust?
Hi I’ve this full tutorial sharing before on MIT, check it out k ruclips.net/video/X9UXwVylHIQ/видео.htmlsi=6azpd-Ea2oJxR5wi
Did you buy more Capitaland Invest (CLI)?
Maybe 😉
hi Josh, how does MIT competes with tech giants like Google, AWS & Microsoft that building their own data center for their cloud service?
Hi Jeff, I have a surface understanding only
What I gather is that BIG tech build their own data centre to support their own cloud computing services. Usually they are termed hyperscale data centers. Maybe they are more advanced?
But there is demand for different tiers of needs in the market. Some companies rent a portion of space to enjoy all the facilities of power and security from a data centre owner. Some companies get a developer to build a data centre to their needs and the developer sells it to MIT after that to exit for capital gains. MIT owns and runs it for long term income. Gov tech in Singapore has its own data centres.
Something like that, hope it helps =) Thumbs up k!
Hi, how do you find CLAR as compared with MIT?
MIT has much more data centre exposure than CLAR 🙂
Hi Josh, thanks for sharing. EPS (~4 to 10 cents) of MIT for last 3 years less than DPU (~13 cents), do you think the payout is sustainable?
Yes.
EPS may factor in revaluation losses. For reits, key focus will be the net property income
Any comments on Mpact & MLT?
Latest results for both still show slides unfortunately 🙏🙏
Josh, what is your view on MPACT then? Not DC but shopping malls......
I’m holding on but not too optimistic yet Why I've Sold Away Some Stocks Here... | MPACT REIT | SG stocks | Dividend Investing
ruclips.net/video/lzyBKoSIBuk/видео.html
Hi josh. Could you share whats your investment strategy for reits? Do you buy and hold long term (eg till retirement)? Or sell them when opportunity comes?
Hi Alice, I buy for long term. Focus is on when it can recover fully
@joshconsultancy thank u!
@@Alicez3729many buy REITs for its dividends to supplement their retirement income, I would only sell if the unrealized gains r substantial then again most reits hv not recovered fully….patience is key…
Jai Hind. The dividends from REITs are my main source of income now.
Hi Josh, since u bought reits using SRS, is purchasing of any rights issuance the same as if you buy with cash? Via CDP or the atm?
Hi will be via the bank which the srs account is setup with (dbs/ocbc/uob)
Hi Josh, thanks for sharing. Are you invested in Ascendas as well? Could you share some insights or do a video on it?
Hi, I do not have Ascendas but it’s more of keeping the list of holding tight. It’s one of our better blue chip reits and slowly moving towards data centres also
MLT's earnings in the latest quarter came in below than expectations. Their Chinese portfolio's occupancy rate dipped to 93.1% against its portfolio occupancy rate of 95.7%
FLT's occupancy rate on the other hand has stayed stable and it's portfolio of Australia, Germany and Netherlands have proven to be less risky with no Holdings in China.
What do you think of MLT and FLT?
Good point raised. I haven’t looked into FLT much from a standpoint that it hasn’t grown dpu consistently. Will review 👌🏻
Jerome not too keen to cut rates quickly.
It’s ok, tune may change next year again
clung on to this CMI reit for too long...finally dumped at a loss of 30%. methinks it will never recover to its former glory as far as interest rates don't hv a drastic fall.
POV noted
How is this reit different from Keppel dc Reit ? See the chart also same pattern