Why these MREITs should be in your portfolio or watch list as they are growing despite the many economic uncertainties locally and globally…






Why these MREITs should be in your portfolio or watch list as they are growing despite the many economic uncertainties locally and globally…






MREIT updates for Mar 2018 and also my comments on the recent sell-down in M-REITs.
(note: also check out the updated MREIT Tables updated for 2017)
I can calculate the motion of heavenly bodies, but not the madness of people ~ Issac Newton
Correction: this is what I meant in the video, by Newton, not Einsten 🙂
When you really get your hands dirty REIT investing, you will receive your dividend vouchers in your (snail) mail box regularly.
Sometimes, you may notice, the REIT dividends declared are further break-down into these 3 categories:
What do they mean?
Credits to Lok, Chee Cong for the screenshot
From time to time, you may come across news or article which highlight non-REIT stocks in the share market that gives exceptionally high yield, circa 9 to 12%!
When you do encounter such stocks, should you dump REIT stocks and shift your portfolio to these high-dividend yield stocks?
3 Extensive Lessons for you to digest – DO NOT miss any below:
Part 1
Part 2
Part 3
REIT dividend yield and less volatile stock price bore you?
Itching for some ‘excitement’ to get 20% return in a year?
Then understand this first before you jump in.
Don’t work on your weakness, focus on harnessing your strengths in every areas of your life, including investing.
Digest the lesson to gain an edge in your investing journey.
It could help you immensely too in your career and relationships.
This is a case study for an incident that happened to Sabana REIT, an industrial REIT based in Singapore.
It is hard to find another examples where DPU dropped almost 50% in 3 years, while the REIT manager fees remained largely unchanged.
If you mastered everything in REITMethod, you can likely prevent such scenario from happening to you.
Last but not least, remember that in the investing world, even though you have done everything, what other people do may still hurt you (cause you to lose money). The best analogy I can give you is this video below:
I am cautious on Hektar REIT and ARREIT despite the positive developments. I believe the REIT managers are trying very hard not to let their REITs stay static but as an investor, we need to look at what others has to offer – better quality assets and less of a tenancy issues.
AmFIRST REIT goes way back but its attractiveness among M-REITS diminished as larger and sexier REITs come into the sector, overshadowing it.
Plus, it is still a major asset holder in office buildings, which is in over-supply.
And it’s ‘slow-moving’ in my opinion.
I’d adopt a wait and see stance still.
You know that having new asset acquisitions in the pipeline is a life line for REITs.
That is the #1 way a REIT can grow fast, becomes more valuable (intrinsic value) and ultimately having its stock price goes up when the market eventually values it fairly.
So if say, you want to invest in a REIT now, these pieces of news will help you decide what should be in your To-Do or KIV list.
Note that the stock price of REITs won’t react immediately to these news, so you still have time – that’s the good thing about REIT stock. The bad thing is that it is not for short term investors. It is only for those you are patient and having long term outlook.
Are you one?

These latest updates on M-REITs should give you some ideas which one to buy now and which one to sell now, given their latest developments.