Module 3C: How to Know a REIT is Undervalued?
Value investing is all about buying undervalued stocks. For REIT stocks, it is no different. The metric to look for is NAV per share (NAVPS) or NAV per unit. If the current...
ADVANCED
Module 3D: The Valuation aka Earnings Power of REIT
Looking at the NAV versus price is the way to see if the REIT is undervalued. But there is more than one way to value REIT, and if the criterion are met for most of them, this...
Module 4 REIT Class – Retail
The defensiveness of retail REIT is legendary. Here, we will examine why. However, going forward, with the emergence of e-commerce, things might not look so rosy anymore. PDF...
Module 4 REIT Class – Healthcare
If you thought retail REIT is defensive, wait until you examine the characteristic of healthcare REIT. These REITs are far and between, for reasons as shown in this module,...
Module 4 REIT Class – Office
Office REIT generally is one of the least defensive due to oversupply, but for well established office REITs, this would be of little effect when the REIT manager is competent...
Module 4 REIT Class – Industrial
There’s a lot of room for growth for industrial REIT in Malaysia, but there’s also risk associated with industrial properties as well. But this can be mitigated by...
Module 4 REIT Class – Hospitality
It takes skill and foresight to manage a hospitality REIT. It has more intrinsic uncertainty compared to other class of REITs, but then again this depends on how the manager...
Module 4 REIT Class – Niche/Specialty
What is Niche REIT? This is a newer lesson added by the end of 2019, given the new information and ever-evolving REIT sector. Niche REIT will supercharge your portfolio like...
Impact from eCommerce to Retail Malls & REITs
This question got asked so often that it warrants a lesson on its own. Example like this: It’s 2 different thing actually – retail REITs vs retail businesses...
How to Really Start Investing with RM 1k, RM 10k or RM 100k
No matter how much you have to start investing in REITs, this lecture will actually show you what to buy as your very 1st REIT counter. No more procrastination. Also, this...
Axis REIT Income Distribution Reinvestment Plan
In this module, I will elaborate this special feature available only for Axis REIT. PDF Notes Download – Right Click and Save Link As... Axis REIT IDRP Module
REIT Solvency & SWOT Analysis
What is Solvency and why is it so important? How to complement your impressive property investments with the solvency and stable dividend of property-correlated stocks...
Flywheel Investing Principle using REITs
Any investment vehicle or investing approach – without this flywheel element, wont get far. It will burn you out and suck you into an abyss, leading you to nowhere. The...
[special] D.C. REIT – what most people don’t know
This is gold – watch it Example of a REIT fund focused on Asia Pacific, having DC REIT in its portfolio.