if buy individual reits buy 5 to 10 blue chip reits and spread it out to be safer else buy CFA reit etf the whole basket of 40 asia reits also can i doing both actually lol CFA reit good thing is do not have those USD reits but it has india/thailand/msia/hong kong reits
I sold yesterday my Mapletree Reit to go all in on Link Reit and CK asset . My logic is that Mapletree has a 40% gearing plus the assets which I dont like that much(Japan and South Korea) , also discount to book value is lower.
Reits are inside a value trap. Higher returns comes with a lower unit price. If one can understand this - wiser to put your money in SSB & S$ fixed deposits. Lower return but capital protected. In 2025, it is far wiser to protect your capital & perform risk management analysis to your holdings. No point being a hero. Privatization based on NTA are still dependent on acquirer & their borrowing capacity. Everyone wants to buy cheaper. Blue chip reits manager are all empire builders. Most are at 40% debt to equity which indicate Reit's managers are focused on acquiring, not reducing. Their renumeration are primarily based on AUM, not efficiently managing on debt/equity structure & on capital realisation on disposal. If got spare cash, I would go for the S'pore Banks instead if they ever come off ie. buy on price weakness.
its very high quality but always price to book big premium and dividend yields much lower not a value buy parkway is more suited for those with very big portfolio and want to diversify into some hospital assets
U should have stick to being an anti reit ambassador just like u were in the past. Now u touch reits see wat happen u lose money liao. Reit especially sreits is a toxic asset as a whole. It's a value destroyer
Dec/Jan will be very volatile. 10% correction in DOW will be a bullish sign. Should be more as market doesn't like uncertainty of Trump. REIT is not Trump trade good luck.
![I.N "HALLUCINATION" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/n5B5q1Hwt_U/mqdefault.jpg)
I like how ML explains things (that I have difficulty understanding) so clearly and candidly. Thanks Master Leong.
Good chance to buy cheap good reit. Cict 😊
2025 will be super exciting. Kangaroo mode. Up down up down.
Invaluable information, very much appreciated !! Great channel !!
Thanks ML for sharing the latest update.
Thank You ML for sharing 😢
This storm is nothing but a storm in the hindsight. Quality REITs, just like any quality stocks will survive.
Should buy individual sreit of buy cfa? Cfa might down due to sampan reits?
if buy individual reits buy 5 to 10 blue chip reits and spread it out to be safer
else buy CFA reit etf the whole basket of 40 asia reits also can
i doing both actually lol
CFA reit good thing is do not have those USD reits but it has india/thailand/msia/hong kong reits
@@MasterLeong888 i looking forward dividends too. If 3 choices only, what will u suggest?
aiyo so cute the cat
very sticky cannot shake her away lol
I sold yesterday my Mapletree Reit to go all in on Link Reit and CK asset . My logic is that Mapletree has a 40% gearing plus the assets which I dont like that much(Japan and South Korea) , also discount to book value is lower.
Reits are inside a value trap. Higher returns comes with a lower unit price.
If one can understand this - wiser to put your money in SSB & S$ fixed deposits. Lower return but capital protected. In 2025, it is far wiser to protect your capital & perform risk management analysis to your holdings. No point being a hero.
Privatization based on NTA are still dependent on acquirer & their borrowing capacity. Everyone wants to buy cheaper.
Blue chip reits manager are all empire builders. Most are at 40% debt to equity which indicate Reit's managers are focused on acquiring, not reducing.
Their renumeration are primarily based on AUM, not efficiently managing on debt/equity structure & on capital realisation on disposal.
If got spare cash, I would go for the S'pore Banks instead if they ever come off ie. buy on price weakness.
REITS is very powerful. It will be more crazily powerful. Hells to the rental guys is OK la.
Hi ML, is MPACT still a blue chip REIT ?
yes of course hahaha, just that people do not like it cause of the china/hk exposure
MPACT now dropped to $1.19!!! Oh no!!!!!!! Paper loss!!! Sob sob!!!!!!
generational buying opportunity. i queueing at $1.18
Hi master, what you think of Fraser L&C Trust? Thanks.
My heaviest losses counter 😢
Will you consider Parkway Life?, Master Leong. TIA
its very high quality but always price to book big premium and dividend yields much lower
not a value buy
parkway is more suited for those with very big portfolio and want to diversify into some hospital assets
@@MasterLeong888 Thank You.
Green dragon
Where is yr video on why u call yourself master ? Can't find.
ruclips.net/video/ZWPz6omtddA/видео.htmlsi=rxnvOPnhhWqX6UcO
Like the cat
Mpact coming down..1 dollar can buy?
unlikely will go so low now the 1.19 to 1.20 levels should see much bargain hunting activities
My sreits down 11% :(
endure~ slowly collect dividends to heal~
@MasterLeong888 yeah no choice :p
Master thots on CICT at 1.92?
thanks :)
very good buy ah previous they did rights issue at $2.00 level so now u under cutting those that paid higher prices to buy orchard ion
Thank you 😊
Buy cfa fuss free, pay 4 times now almost 6% pa
yes CFA reit etf now 6% yields damn juicy too bad i no money riao
will dca more in 2025 kekekeke
U should have stick to being an anti reit ambassador just like u were in the past. Now u touch reits see wat happen u lose money liao. Reit especially sreits is a toxic asset as a whole. It's a value destroyer
i was "anti reit" cause i warned my followers that reits would crash and to avoid
now i am buying reits cause its undervalued, this is value investing
ML is a long term investor. Buy more!
yeah slowly jiak buffett kekeke
Dec/Jan will be very volatile. 10% correction in DOW will be a bullish sign. Should be more as market doesn't like uncertainty of Trump. REIT is not Trump trade good luck.
can only buy bluest of blue not just blue.
ML, Thanks for sharing❤
most welcomed thanks for support
cheebai this ml very naughty XD XD XD XD
meow meow very sticky not my fault wor kekekeke