REIT
Safety in Reits? Don’t count on it:Analysts
I’m bringing you this article that caught my attention on the business times. Certainly for dividend investors the opportunity in REITs have been getting good these few months with some REIT having yields up to 9-10%.
While searching for top yielders are important, it is worthwhile to choose based on growth prospects and value prospects as […]
Timber Agg 2:How to invest in timber
The best way to describe my feeling after reading this second article is like buying that candy and realise it didn’t taste that well to awful.Here George Nichols outline that in truth, timber investing is but a myth for the average investors. The ETFs and the REITs out there are not pure play in these […]
Yale’s David F. Swensen: Keep It Simple
One of the top endowment managers in US gives his tips on the decisions one should take in the current financial situation:
Don’t try anything fancy
Stick to a simple diversified portfolio
Keep your costs down
Rebalance periodically to keep your asset allocations in line with your long-term goals
Investment Building Blocks Recommended:
Index Funds
Exchange Traded Funds
Other Low-Cost Instruments
Swenson’s Proposed Allocation:
30% […]
Tidbit: REIT Yields
For all you yield freaks out there. The latest screenshot of a November consolidation of most REITs
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Is there any reason for the fall in high yielding dividend counters?
I know alot of folks are fans of high yielding stocks and are heavily vested in it. If you have notice recently, alot of these high yielders are falling like flies.
What happens in such a situation? the yield gets more attractive. some good examples are MIIF, Allco REIT, Cambridge REIT, Babcock & Brown.
So do they […]
ARA IPO
Drizzt’s Take:
I will be trying my luck with this IPO. Readers can read this report here at my bro kleer’s blog for more details.
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REIT trends
Haven’t posted in a while. I have some info i would like to share for REIT lovers out there. It might be useful it might not be. So selectively tune in.
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Macarthurcook Industrial Reit (MI-Reit) boosts gearing limit
Macarthurcook Industrial Reit (MI-Reit) yesterday got a first-time Baa3 investment grade rating from Moody’s, boosting its maximum gearing limit from 35 per cent to 60 per cent of gross assets, which translates to over $75 million of additional debt capacity. The Reit, which has a portfolio of 12 industrial real estate assets in Singapore and […]
UBS Reports on Singapore REIT scene
PT adjustments following rise in spot risk free rate
PT revisions downwards by average -1.8%
We have moved the spot risk free in our DCF model to 2.9% for yr0-10, from
2.7% following recent interest movements. Our terminal rate (yr10+) is unchanged
at 3.6%.
Downgrade CCT and SUN
This move lifts our price targets downwards by -1.8% on average. Due to […]
Old Q & A on investing in A REIT
Another spring cleaning article. Note that A REIT has ran up alot since that time and has fallen back to a rather fair value.
Q: I read that REITS give out 100% of their earnings as dividends. If that is the case, how do they grow? Without retained earnings, how to buy more properties to manage?
A:
When […]
