Module 3C: How to Know a REIT is Undervalued?
Value investing is all about buying undervalued stocks. You forego consumption and put away a lump sum now in expectation of more future cash flows. For REIT stocks, it is no different. The
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
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. That being said, online shopping
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, below.
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
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 a competent
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
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 never
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 Because it all boils down
[special] D.C. REIT – what most people don’t know
This is gold. Seriously. In summary, Data Centre REITs assets consist of properties that house storage & computer systems and other associated components. Specifically, DC REITs are highly specialized buildings with integrated
The Better Type of Rental Income
Similar to rental from residential property, rental from commercial property managed by REIT falls under 2 categories - short term and long term. What are they and which one is preferred? Watch
How Office REIT can evolve to tap on a sunrise trend to survive
Nothing can defy the law of supply and demand. In the context of office MREITs, the rentals (and consequently, their stock prices) had been facing downward pressure. This will persist
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 will
The ‘LOW Dividend Yield’ Dilemma – to invest or NOT to invest now?
If these are your thoughts that's preventing you from buying a REIT counter, then this is perspective is going to help you. In this case, Action is Better than Inaction. (After investing
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 feeling of
How to Maximize the Compounding Effect from REIT Dividends
If the title of this module does not sound deliciously self-explanatory enough to you, I don't know what will. So make sure you don't miss a second of this module.