REITs Symposium 2019 – Is it worth going? + Promo Code

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So ShareInvestor reached out to me recently on the REITs Symposium that they’re organising on Saturday, 18 May 2019. It the Saturday right before Vesak Day (which falls on the Monday), so it’s basically the first day of a 3 day long weekend. 🙂

Anyway, I’ve always been a huge supporter of local initiatives (I think there should be way more of such events), so I was more than happy to help.

Basics: REITs Symposium 2019

I was at the REITs Symposium one or two years back. Very simply, it’s a full day event at Marina Bay Sands where they invite all the bigger REITs down to give a presentation, and invite some prominent executives and VIPs for a panel discussion.

The Investor Relations (IR) teams from the bigger REITs will also each have a booth there (much like the PC show), so you also get the chance to ask them questions if you’re so inclined.

The REITs that will be at REITs Symposium 2019:

Timetable

I’ve set out the timetable for the event below

  • 9.00 am – 9.15 am – Opening Speech by ShareInvestor and REITAS
  • 9.15 am – 9.30 am – Guest of Honor Loh Boon Chye CHIEF EXECUTIVE OFFICER, SINGAPORE EXCHANGE
  • 9.30 am – 10.00 am- Presentation by Frasers Logistics & Industrial Trust
  • 10.00 am – 10.30 am – Break
  • 10.30 am – 11.00 am – Presentation by Keppel
  • 11.00 am – 11.30 am – Presentation by PhillipCapital
  • 11.30 am – 12.00 pm – Presentation by Ascendas Industrial Trust
  • 12.00 pm – 1.30 pm – Lunch
  • 1.30 pm – 1.40 pm – Lucky Draw
  • 1.40 pm – 2.10 pm – Presentation by Ascott Residence Trust Management Limited
  • 2.10 pm – 2.40 pm – Panel Discussion #1 – REITs: Still a Viable Investment?
  • 2.40 pm – 3.00 pm – Break
  • 3.00 pm – 3.30 pm – Presentation by Nikko Asset Management
  • 3.30 pm – 4.00 pm – Presentation by EC World REIT
  • 4.00 pm – 4.30 pm – Break
  • 4.30 pm – 5.00 pm – Coming soon!
  • 5.00 pm – 5.30 pm – Panel Discussion #2 – Insights to Best Performing Singapore REITs
  • 5.30 pm – 5.45 pm – Guess the REITs

And the list of VIPs is set out below.

What to expect?

Photos from last year’s event so you know what to expect.

Some other interesting tidbits about this event:

  • More than 75% of S-REITs will be present
  • Face time with the REITs managers
  • 2 way communication during panel discussions – attendees can post their questions online
  • Aside from a main stage, there will be a “side stage” focused on REITs 101 – educating beginner investors to kick start investing in this asset class such as how to evaluate the metrics of a REIT

Is it worth your time?

Of course the million dollar is going to be whether it’s worth your time to make the way down to the event.

Personally, I’ve always found that it helps to hear from the management team themselves. I find that it helps to listen to them speak, to listen to what they have to say, how they say it, and how they react to questions. I’ve found this to be helpful in attaching a human side to the REIT I’m investing in, beyond just the hard financials and valuations.

Of course, if you’re a big institutional fund investor throwing S$50 million around a pop, you could probably schedule a meeting with the REIT CEO and they’ll come down to your office.

For retail investors like us though, we’re stuck with things like AGMs and EGMs, which are also tricky because they’re usually held on weekdays, and it’s hard to make your way down if you’re working a full time job (are you seriously going to take half day leave just to attend an AGM?).

The next best thing really, is an event like this.

You get to hear presentations from the management team, and you also get to speak to the IR teams in person to ask any burning questions you may have.

The panel discussion is always great too. I’ve always liked panel discussions because it’s a quick way to expose yourself to multiple, differing points of view, something that is incredibly important in investing. The more you disagree with a fellow investor, the more you should listen to what he has to say, because he just may have seen something that you haven’t.

The new side stage on “REITs 101” could be interesting as well. It’s probably going to be quite basic, but it never hurts to hear what they have to say.

Details

The details of the event are set out below:

Date: 18 May 2019 (Saturday)

Time: 9am to 6pm

Venue: Sands Expo and Convention Centre, Marina Bay Sands, Level 4, Roselle Simpor Ballroom

Ticket Price:

Note: On-site tickets will be priced at $20 (excluding carpark coupons) so if you are meaning to go, it’s probably best best to buy it before the event.

Promo Code 

Anyway ShareInvestor is throwing in a freebie this year for Financial Horse readers.

For the first 30 signups who quote “financialhorse” at the promo code section when signing up, there will also be a mystery gift worth $25 which is redeemable at ShareInvestor’s booth on the day of the event.

Of course, I did ask ShareInvestor what the gift was but they absolutely refused to share, those sneaky fellas! So if it sucks we all know who to blame ;).

But jokes aside, if you’re attending the REITs Symposium 2019, you might as well just use the financialhorse promo code and see what you get. Who knows, it might really turn out to be something amazing worth S$25, which would be worth more than the cost of your ticket itself.

Registration Link: http://reitsymposium.com/

Update from ShareInvestor

So ShareInvestor reached out to update on the events that they have in store for the REITs 101 side stage:

Time Program
10.15am – 10.30am REITs vs Physical Properties
12pm – 12.15pm Metrics to Evaluate a REIT Part 1 – Yield
1.15pm – 1.30pm Metrics to Evaluate a REIT Part 2 – Price/NAV
2.45pm – 3pm Metrics to Evaluate a REIT Part 3 – Gearing Ratio
4pm – 4.15pm Building a Diversified REIT Portfolio

 

As well as the panel discussions:

Panel Discussion #1 – REITs: Still a Viable Investment?
– Chan Kum Kong, SGX
– Analyst
– Kenny Loh
– Chia Nam Toon, ARA
Moderator: NupurREITAS

Panel Discussion #2 – Insights to Best Performing Singapore REITs
– Anthony Ang, Sasseur REIT
– Paul Chew, PhillipCapital
– David Kuo, The Motley Fool
– Calvin Neo, Nikko AM
Moderator: Dinesh, DollarsAndSense


Till next time, Financial Horse, signing out!

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6 COMMENTS

  1. For retail investors like us though, we’re stuck with things like AGMs and EGMs, which are also tricky because they’re usually held on weekdays, and it’s hard to make your way down if you’re working a full time job….

    Just curious, how can one attend an AGM. Require any proof of the counter or something else?

    • Hi Mich, you need to be a shareholder to attend AGMs and bring your NRIC accordingly. Do be careful that your shares are held in your CDP account. If it’s help by a nominee (eg. Standard Chartered Online Trading), you will need to get your broker to authorise you to attend the AGM. 🙂

  2. I attended one past REITS Symposium and found the session given per REITS too short to be of use. The info presented is available in the internet – the useful part is often the Q&A but the time for that is always too short. So in the end, time is better spent doing own REITS research. But for those who are out marketing, it is good to attend to hear the CEO/Senior mgt presenting their plan. In the REITS session I attended, one CEO of a REITS could not be sure how much more space added after their revamp and the person freely acknowledged it. 1st prize for Honesty but last prize for hands-on mgmt.

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