Where would I invest $200,000 in Singapore REITs now? (2020)

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So I received this question from a REITs MasterClass member: Thanks FH.  I have a hypothetical question that if an investor were to invest SGD$200,000 into...

Time to sell Mapletree Commercial Trust and all your REITs after the recent runup?

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Okay, clickbaity title aside, this was a real problem that I encountered in January 2019. One of the main trends I highlighted in the...

T-Bills yields jump to 3.89% – Why is demand for T-Bills dropping? Better buy...

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  Latest auction results for the 6 month T-Bills (BS23112N) are out! Cut-off yields jumped to 3.89% (from 3.84% the previous auction). But look under the surface...

Which is the best Orchard Road REIT to buy? – Lendlease REIT v Starhill...

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Depending on who you ask, shopping malls are either the best investment of the year, or the worst. And within shopping malls, there’s no area...

Losing Money on Singapore REITs – Buy, Sell or Hold? (Singapore Investor in 2022/2023)

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  I received this question recently: Hi FH, To give context, I’m quite young and only just recently got access to brokerage services. I invested into...

Top 3 REITs I will buy in the next 12 months – as a...

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  I’ve been getting a lot of questions about blue-chip REITs recently. The REITs from Mapletree, CapitaLand, Frasers etc. Prices of the blue-chip REITs have not dropped...

Latest T-Bills issued at 4.28% yield – Full Allotment for Non-Competitive Bids! (21 December...

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  The latest T-Bills auction results are out! And for the first time in a while, there were no surprises. In my weekend article I wrote that...

Why I bought Lendlease Global Commercial REIT

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  Okay first off - I had a full macro article planned for this week. A lot of you have been asking whether it is...

Latest T-Bills issued at 4.00% yield – Why are interest rates going down? (18...

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  Latest T-Bills auction results are out! And unfortunately, the T-Bills yields look to be tracking US interest rates and going down. In my weekend article I...

3 Key Takeaways from CICT’s Q1 2022 Financial Results

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CapitaLand Integrated Commercial Trust (CICT) is Singapore’s largest retail and commercial (office REIT). So their quarterly financial results are a treasure trove of information for...

Will T-Bills yields cross 4.0%? Auction on 20 July – Better buy than Fixed...

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  T-Bills are all the rage recently. The last 6 month T-Bills closed at 3.99%, which is comfortably above fixed deposits which only pay about 3.5%-ish...

Temasek’s T2023 five-year retail bonds: Are they a buy?

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Hot on the tails of the recent Astrea IV private equity bonds, comes the latest Temasek T2023 5 year Retail Bonds with a 2.7%...

Mapletree Industrial Trust pays a 6.3% dividend yield – Will I buy this Data...

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  I’ve been getting quite a few questions on Mapletree Industrial Trust recently. A data centre REIT, sponsored by Mapletree, with a 6.3% dividend yield –...

Green SGS Bonds – Why I am skipping these 3.04% bonds for Singapore Savings...

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  A couple of you have reached out for my views on the latest Green SGS Bonds. They’re quite an interesting investment product, so I wanted...

Lendlease Global Commercial REIT IPO Review – Best REIT IPO of the Year?

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I was actually planning to do a macro piece on what the next market crash will look like today. And I mean, I love...