BIG SALE : More Than 10% Dividend Yield | Should You Buy These REITS?

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  • เผยแพร่เมื่อ 22 ธ.ค. 2024

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  • @joshconsultancy
    @joshconsultancy  2 ปีที่แล้ว

    NEW 3Dec2022 JOSH TAN FINANCE SUMMIT! Buy tickets here and COME LEARN
    - PS: Ask loads of questions k. Cya =)
    www.eventbrite.sg/e/450553737357

  • @kurtselleslagh7489
    @kurtselleslagh7489 2 ปีที่แล้ว +1

    Another great video, Josh. Agreed on avoiding US office reits. The very low physical occupancy could be a long term trend, reason why i even avoid office reits in SG. I stick to industrial, logistics and healthcare reits only. Keep up the excellent work.

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว

      Thanks Kurt. SG office reits are climbing in rent and occupancy rate. The work back in office is at least 3/5days from what I hear on the ground, no? =)

  • @francisgoh1577
    @francisgoh1577 2 ปีที่แล้ว +1

    Hi Josh, can you do a video on Mapletree Industrial Trust Q3 earnings? Thank you.

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว +1

      In the pipelines.. will dive into it after I finish my meetings for the week. Stay tuned =)

  • @1Teechongyen1
    @1Teechongyen1 2 ปีที่แล้ว

    Hi Josh, China banks are also having 10% dividend yield. Would love u see you doing a video covering them.

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว +1

      Hi Chong Yen, think the last point mentioned applies, avoid the lure of high dividend yields. Id be much more comfortable owning SG banks

  • @stanleyteo1904
    @stanleyteo1904 2 ปีที่แล้ว

    Houses are larger in America than in Singapore. So many prefer to WFH. Plus now many tech companies are letting go of their workers. Difficult times for USA office reits.
    Invested in Keppel Oak Pacific. Hopefully can recover

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว

      Noted, all the best. What made u choose Keppel Oak vs Manulife US or PRIME?

  • @cheekhiangtan893
    @cheekhiangtan893 2 ปีที่แล้ว

    Great analysis Josh!

  • @atom7nine
    @atom7nine 2 ปีที่แล้ว

    Thank you Josh Tan. Great work

  • @tomchoo3799
    @tomchoo3799 2 ปีที่แล้ว

    US office reentry levels reached a post-pandemic high in the second half of September following Labor Day, and remote work is showing signs of losing momentum as the labor market tightens. As the prospects for a more widespread return to office increase, this should help to counterbalance companies that are slowing their growth plans.

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว

      Interesting pov. Do you happen to work in US Tom? I dunno the dynamics well in US. Reinforces sg offices we can see more clearly the trends

    • @tomchoo3799
      @tomchoo3799 2 ปีที่แล้ว

      @@joshconsultancy In the past. But you can compare return-to-office rate since Jan 2022.

    • @caseychin7795
      @caseychin7795 2 ปีที่แล้ว

      I think offices in sun belt states are doing relatively well, unlike those in NYC.

    • @tomchoo3799
      @tomchoo3799 2 ปีที่แล้ว

      The share price at the moment factored in office return rate.
      S-REITs experienced an average 30% value adjustment.
      Due to the office-return rate, US office REITs fell further.
      You should now take into account additional elements including the global economy, forex risk, asset geographic allocation, and energy pricing if you wish to invest in specific REITs.

  • @pangguankai9880
    @pangguankai9880 ปีที่แล้ว

    Will manulifereit possible delisted?

    • @joshconsultancy
      @joshconsultancy  ปีที่แล้ว

      No idea. Theres also a possibility it gets acquired

  • @rayang2059
    @rayang2059 2 ปีที่แล้ว

    Is Parkway Life REIT dividend too low to be attractive?

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว +1

      I believe so. Stay tuned for the discussion... hopefully tomorrow noon ready =)

  • @cheonglerwah5798
    @cheonglerwah5798 2 ปีที่แล้ว

    So, as a current MANULIFE US REIT holder, should I sell part of my position now?

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว

      Hi Ler Wah, Ive to avoid giving buy/sell advice. While what I presented was gloomy on the US offices situation, no one knows where the share prices will head to next

  • @plantersg
    @plantersg 2 ปีที่แล้ว

    Do you think getting Reits etf is safer than to stock pick the Reits stock?

  • @InvestingEducation
    @InvestingEducation 2 ปีที่แล้ว +1

    I bought some of the US office REITs. I think the fear is overblown. Actually even a grocery landlord Us REIT has fallen alot ie United Hampshire. Mayb u can review that

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว +1

      Im skeptical about United Hampshire. Same as my first instinct on Digital core reit. Why list in SG? I'm open to being incorrect on that...

    • @darrenkwok84
      @darrenkwok84 2 ปีที่แล้ว

      @@joshconsultancy lol yea buy and sell

  • @stephenhall4115
    @stephenhall4115 2 ปีที่แล้ว

    Thanks.

  • @johntan2582
    @johntan2582 2 ปีที่แล้ว

    Hi a question, if reit a recession proof or will hit badly ?

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว +1

      Hi John, that question is too broad. Different reits are in different sectors and experience different dynamics. For example in the sequel, id cover parkway life reit which is healthcare and recession proof. But why has share price sold down? Stay tuned...

    • @tomchoo3799
      @tomchoo3799 2 ปีที่แล้ว

      People frequently attempt to connect REIT performance to the most recent bear market.
      Unless you are old enough to remember the 1980 high inflation and prolonged recession.
      Operators of REITs may encounter dire circumstances.

    • @johntan2582
      @johntan2582 2 ปีที่แล้ว

      choosing the right reit as what u saying? Well maybe burnt too much till irrational

    • @tomchoo3799
      @tomchoo3799 2 ปีที่แล้ว

      @@johntan2582Since December 2021, I have started diminishing my position. My plan is to gradually turn around if the company's financial results satisfy my expectations.

    • @robertdagge200
      @robertdagge200 2 ปีที่แล้ว

      @@tomchoo3799 I think the expectation is that rental rates increase accordingly in an inflationary environment. Some coys might fold within a REIT's portfolio but obviously not all.

  • @leowcheeleong3273
    @leowcheeleong3273 2 ปีที่แล้ว +1

    SCHD good?

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว

      Whats that?

    • @leowcheeleong3273
      @leowcheeleong3273 2 ปีที่แล้ว

      @@joshconsultancy sorry, is SCHD😊 Typo

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว +1

      Schwab US Dividend Equity ETF - many top holdings are also in my top 20 list to invest for 20years. I view it well. #notrecommendation

    • @leowcheeleong3273
      @leowcheeleong3273 2 ปีที่แล้ว

      @@joshconsultancy Thank you very much🙏🏻

  • @rtim9929
    @rtim9929 2 ปีที่แล้ว

    Wondering if the U.S. dividends are taxable

    • @tomchoo3799
      @tomchoo3799 2 ปีที่แล้ว

      not taxable.

    • @joshconsultancy
      @joshconsultancy  2 ปีที่แล้ว

      What we receive as sg shareholder is 1-tier taxed already at corporate hence we dont pay as retail investors

    • @squiggy18
      @squiggy18 2 ปีที่แล้ว

      @@joshconsultancy But the dividends are taxed 30% on US side? Which is why we normally should not invest in US dividends stock?