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- เผยแพร่เมื่อ 21 มี.ค. 2024
- Insurance against flawed currencies. singaporeanstocksinvestor.blo...
"REMOVE SABANA REIT MANAGER" FB PAGE.
Sunday, February 5, 2017
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Sabana REIT: Internalization pains.
Monday, March 11, 2024
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Remember what analysts said about this REIT?
4X your money with this investment listed in Singapore! Really so good?
• 4X your money with thi...
Cannot 4X our money but we could grow it 70% if we invest in MUST!
• Cannot 4X our money bu...
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How to become a millionaire?
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Passive income equals earned income!
Simple but challenging strategy to become rich!
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Survivability & opportunity in times of distress:
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aiming at fct if it goes under 2.05. imo it reflects the spending of retail in sg
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Though both reits and banks have 6-7% dividends, Reits have better recovery play than banking, as price has corrected 40-50%. At some point, it is super value. To me it is now.
Interest rates arent going back to 0% anytime soon
The REITs pay out almost all or all of their income to give 6% to 7% yield. Banks pay a fraction of their earnings as dividends. Not income. I mentioned this in various videos before. Of course, this does not tell us where stock prices are heading. 🙊
@@A.Singaporean.Stocks.Investor. True and agreed. But entry point for reits is really good if you have fresh funds. The potential capital gains can be far superior to banks. Of course one can argue risk and timing is impt, but at some point people may realize that reits are dirt cheap, and the rally already happened
@@poorpotato7623 doesnt really have to go to 0. Reits are profitable as they are right now paying investors 6-7%. That's very good in my opinion. Compare that to the pathetic 2% rental yield from private property and sky high entry prices. Reits are a bargain with all bad news already factored in.
@@andrewufo 🤞🤞🤞
Yea lo, I see so many reits having negative earnings in current environment, even the good ones have positive net property income but negative earnings so they can cut dividend or decrease because of accounting issues and can't cover near term debt, still very painful 😞
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DBS closed at $35.83 ! Not cheap 2 buy above $33 for me since i bought some at $31.03 & $32.48 .On wed , i buy a bit of Mpact at $1.22 . Hope to collect at least 2.2 cts quarterly dividend next mth 😊
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Oh no so if have alot REITs how? 😂😂😂 what AK think % portfolio REITs should be for himself?
I am quite happy to hold on to what I bought in the past. Just not adding to these positions or starting new ones. No fixed % guideline in mind. 🤭
People look at price to determine value, it’s very difficult to teach them otherwise
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Unfortunately so. 😷Price is not unimportant but it is just a fragment of the whole picture. 🤭
@@A.Singaporean.Stocks.Investor. I know you’ve said it countless times that REITs payout almost all their earnings to give a yield of 6% and below while banks pay only half to yield 6-7%. Most retail investors don’t see the quality there and think price go up already I miss the boat.
Other fin channels from other countries are starting to talk about dbs and OCBC. The recent run up from 34 to 35.83 for d05 I suspect is volume coming from foreign investors. Think this time around dbs will hit $40 (6% counting in bonus issue).
That banana reit thought that Sreit will follow their footsteps meh? Those big reits like Capitaland and Mapletree were owned by Temasek and what made them think Temasek will let this monkey go and disrupt the whole industry? Like that all the reits will kick out their manager anyhow and the whole Sreit will be like monkey biz already. A reit without the sponsor support is like a sunset industry, no banks or property owners will like to work with them. Also without the sponsor, who will guarantee for loans or when reit goes into trouble e.g Manulife reit.
Furthermore when the banana properties expired, where are they going to get new properties, cannot be from the market right? Cause if get from market, there will be marked up and there will be no benefit to the shareholders. Even if banana reit successfully internalised, the road will be super difficult one, cause the new manager will also be kicked out just like the old manager from sponsor, cause there are too many indian chiefs inside making decision. This is the same as Sinkapore break off from boleh-land, everything had to depend on itself, you think boleh-land aka the sponsor will continue to support you after you kick them out?
The internalization process is costly. I expected this from my experience with Croesus Retail Trust. However, it was speedy which isn't the case with Sabana. I rather not have to fret. So, I did what I did. 😋
Having internal managers is the norm for REITs in USA. There are many benefits. 💯
Some sponsors here use their REITs to dump assets at inflated prices. 💩
Having said this, internalizing managers is unlikely to gain traction here, I feel. 🙊
AK’s Midas touch 😂
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Would like to be like AK .... lazy investor ....keke🤣🤣🤣
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sabana, lippo, first, aims, saizen, ireit
omg your portfolio is all sampan reits! super red flag!
All investments are good investments at the right price.
Yes. Buying at the right price is all good investment.
@@Amosteolh23 💯💯💯
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