Frasers Centrepoint Trust (SGX:J69U) stock analysis
If you love dividends, you’d be no stranger to Singapore REITs. REITs allow you to own a portfolio of real estate property without having to handle all the administrative headaches. Plus, Singapore REITs are required by law to pay out at least 90% of their taxable income as dividends to their shareholders. This makes them … Read more
A few weeks ago DBS Research published their bullish stance on S-REITs after the Feds looked to pause hiking the rates. Thus the title “High (not higher) for longer” with reference to how interest rates will pen out in the upcoming 1-2 years. For those who might be too lazy to go through the research, … Read more
2023 is a year where REITs as a sector have delivered poor returns to unitholders. Only 1 out of 6 sectors have a positive YTD return and only 14 out of 45 REITs have delivered positive returns year to date. Of these 14 REITs, only 10 have delivered returns of more than 5%, indicating a … Read more
Do REITs even have moat? This is a question that some may raise. I believe they do. There’s a saying that property is about location, location and location. A property in a highly desirable location enables the REIT to demand premium rentals. Furthermore, it is impossible to have two identical properties occupying the same location, … Read more
As retail sales in Singapore continue to rise, with analysts forecasting double digit percentage growth for the year 2023, we look at these 4 retail REIT’s performance with a focus on their retail assets in their latest earnings release to see how they fared operationally. p.s. If you’re curious about how the data center REITs … Read more