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REITS

Those with highest gearing will be the first to drop.. very risky business..

  SPH reits otw too.. good for a stagger only imo 

 

Think can start to observe for some time. Prepare bullets for those who want to buy cheap.

 

Any obvious effect to local property price? REIT down but not home price.

 

I did not touch REITs for many months already. When their prices were so high, it was a good time to me for them to raise some  $$$ through rights issues etc. Wonder why not many REITs have done it? Just to share my thought.

 

Lelong lelong. Scoop some Cambridge for dvd. Haha.

 

Maybank KE expects the current " QE -inflated growth" to run out of steam in the months ahead and S-Reit prices will continue to rationalize. The house believes fears of the impending stimulus withdrawal and rate hikes overhang will cap further upside.

Downgrades the sector to Underweight.Reiterates that in the current economic climate S-Reits trading will get more volatile. If SG risk free rate rises to 2.25%, downside risk to Reits could be 10% from current levels, most severe for Office Reits (-11%), followed by Industrial (-5%) and then retail (-2%).

 

Just got some perennial crt...dividend 0.019 pay out in  Aug.

Octavia      ( Date: 30-May-2013 10:08) Posted: The Reits sector has been weak since mid May to date. Hawkish posturing by the Fed and rising long term bond yields are the likely reasons for yield plays losing their shine. Reits may be impacted in a rising interest rate environment because a safer fixed income instruments become relatively more attractive. Reits are leveraged vehicles, so the cost of funds can be expected to rise, thereby lowering distributions and Reit yields. Good luck.

 

The Reits sector has been weak since mid May to date. Hawkish posturing by the Fed and rising long term bond yields are the likely reasons for yield plays losing their shine.

Reits may be impacted in a rising interest rate environment because a safer fixed income instruments become relatively more attractive. Reits are leveraged vehicles, so the cost of funds can be expected to rise, thereby lowering distributions and Reit yields.

Good luck.

 

Relax bro. You have to make your own assessment and decide for yourself. Each has their individual portfolio and risk appetite.

xghilliex      ( Date: 30-May-2013 09:35) Posted: wah like tat how? need sell-off? Octavia      ( Date: 30-May-2013 09:29) Posted: The US Interest Rates are inching higher.The Fed has maintained the  zero interest rate policy  for quite some time now, the risk of interest rates moving higher in the medium to long term is very real. If interest rates were to rise,  REITs will be badly affected companies with huge debts, same as Noble and Olam, will be adversely hit too!

 

wah like tat how? need sell-off?

Octavia      ( Date: 30-May-2013 09:29) Posted: The US Interest Rates are inching higher.The Fed has maintained the  zero interest rate policy  for quite some time now, the risk of interest rates moving higher in the medium to long term is very real. If interest rates were to rise,  REITs will be badly affected companies with huge debts, same as Noble and Olam, will be adversely hit too!

 

The US Interest Rates are inching higher.The Fed has maintained the  zero interest rate policy  for quite some time now, the risk of interest rates moving higher in the medium to long term is very real. If interest rates were to rise,  REITs will be badly affected companies with huge debts, same as Noble and Olam, will be adversely hit too!

 

what happen to SG reits? free falling