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REIT & Fixed Income

Why I dislike the Mapletree Commercial Trust Merger (as a Unitholder)

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  So… Mapletree Commercial Trust and Mapletree North Asia Commercial Trust called for a trading halt on 28 Dec. And trading remained halted for the next...

Allianz SGD Income Plus II Review – Monthly dividend pay-out of 3.5% – 4.5%...

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  In response to the recent Temasek Bonds offered at 1.8%, many of you commented that the interest rate was too low. So when OCBC approached...

Top 3 REITs to buy now for Singapore Investors (2021)

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In Aug 2020, I wrote a post on the best 3 Singapore REITs to buy now. 8 months on, I checked back on the results: Results were...

Why I am not buying Mapletree Commercial Trust at $1.84

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  In last week’s article, I shared that (1) I disliked the MCT-MNACT merger, and (2) I would consider adding at $1.8 to $1.9. By Tuesday...

Daiwa House Logistics Trust IPO Review: Will I subscribe for this 6.5% yielding REIT...

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Life is funny sometimes. We went 20 months without any IPOs on the SGX main board. And then in the span of 1 week, we get...

Digital Core REIT IPO Balloting Results and Debrief – 50% chance of getting an...

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  Balloting results for Digital Core REIT IPO are out! The full SGX announcement is here, but I’ll summarise quickly and share my takeaways.   Digital Core REIT...

Temasek Bonds Balloting Results – Full Allocations for $13,000 and below

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Temasek Bonds Balloting Results are out! Full Announcement details are here, but I’ll summarise the key points in this article. The Public Offer was $100 million...

3 Key Takeaways on Singapore’s Retail / Office Outlook – From CICT’s 3Q 2021...

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  So I was reading the CapitaLand Integrated Commercial Trust 3Q 2021 Business Update this morning. And man, the slide deck was an absolute treasure trove...

Digital Core REIT soars 23% on IPO Day

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For those who missed it, Digital Core REIT IPO-ed today. Day one trading price performance was very strong: Trading opened at US$1.01 (14.7% above IPO price) Intraday...

First REIT’s 80% drop explained: Will I buy this REIT at $0.22?

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In case you missed it, this is the 1 year chart of First REIT. It’s gone from $1.00 in Jan, to $0.22 this week. For those...

Daiwa House Logistics Trust Balloting Results – 50% chance of being Allocated

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Balloting Results for Daiwa House Logistics Trust IPO are out! The full details are here, but I’ll just summarise the key points quickly. The public offer...

ESR REIT Merger with ARA LOGOS Logistics Trust: Is this a bad deal for...

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  A couple of you have reached out to ask for my thoughts on the proposed merger between ESR REIT and ARA LOGOS Logistics Trust. I...

Syfe REIT+ Portfolio Review (Updated) – And Promo Code / Referral Code!

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Note: Syfe has updated their promo code / referral code, the new code is: “FHWAIVER” and you will get SGD $30,000 managed FREE for 6...

5 things to look out for when investing in REITs

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The humble Singapore REIT. If you had bought and held a broad basket of S-REITs 5 years ago and held them until today, your...

Best 3 Singapore REITs to buy now (2020)

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It’s been a while since we’ve done a post on REITs. I love REITs, so let’s remedy that today. We’re going to take a look at...