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How low can Manulife US REIT (MUST) go?

I think this is a great case study for REIT investors. I have had the privilege to know investors from both camps – the deep value investor and the majority from the bear camps. So the million-dollar question is this – is there a bottom for Manulife US REIT (SGX: BTOU)? What is happening to … Read more

5 SREITs with disappointing 1Q23 results

Recent Singapore REITs earnings have been underwhelming to say the least. Many have underperformed, delivering lower distributions to unitholders and have also provided gloomy forecasts for the upcoming quarters. Here we look at some disappointing results from prominent SREITs. Suntec REIT (SGX: T82U) Although a disappointment, its earnings has not been unexpected as the management … Read more

Are Overseas REITs worth the risk? Mostly no.

The REIT market in Singapore has matured and there are many options for investors. Despite being based in Singapore, investors can invest in overseas properties via REITs. However, my observation is that overseas REITs tend to underperform. To verify this observation, I conducted research, and in this post, I will be sharing my findings with … Read more

10 years of REIT performance – Who were the Best and Worst?

In 2002, Capitaland Malls Trust became the pioneering Real Estate Investment Trust (REIT) to be listed on the SGX, paving the way for many other REITs to follow suit. Fast forward to today, and the SGX is now home to over 50 REITs and business trusts. Among them, 23 have at least 10 years of … Read more

5 SREITs to watch in 2023

Many investors are worried that Singapore listed REITs (SREITS) are being impacted by a trifecta of higher interest rate and inflationary costs coupled with a slowing global economy. Here we picked 5 SREITS to watch in 2023 as we think they would likely fare better than their peer group. 1) CapitaLand China Trust (SGX: AU8U) … Read more