REIT Outlook: Pro Forecasts, Strategies and Picks for 2024

  • Post author:

Are you feeling rattled by the turmoil in the REIT market? Tired of seeing red in your portfolio? Tune in to our latest show for a dose of perspective and wisdom to help you ride out the volatility.

 

Timestamps

  • Intro (0:35)
  • What do you see in the market today? (2:26)
  • What actually is a Gearing Ratio? (8:57)
  • What is Capitalisation Rate? (11:31)
  • Where will Interest rate stand? (17:37)
  • What about Office REITs? (22:09)
  • What about Industrial REITs? (26:39)
  • Regarding property valuation, what is happening now? (28:56)
  • What about small REITs like medical and data centers? (30:33)
  • How would you evaluate REITs? (39:05)
  • Is there any last thing you want to add? (43:04)

Our guest is Kenny Loh, one of Singapore’s top REIT advisors. In a free-flowing conversation, he pulls back the curtain on what’s really driving the downturn and sorting the short-term noise from long-term fundamentals. You’ll gain insights into subsector performances, management strategies for navigating macro challenges and risks to watch when venturing overseas. Kenny also calls out underperformers who may not make the cut.

Most importantly, Kenny shares time-tested principles for maintaining calm amid chaos – from the importance of diversification to focusing on quality. Don’t miss this chance to look past the panic and see the hidden values and opportunities others are missing. It just may be the reassurance your portfolio needs. Join us!

Disclaimer: The content in The Financial Coconut is solely for education and entertainment purposes. It does not serve as any form of advice or recommendations. For all other links mentioned, or to discover more from the team at The Financial Coconut (including all our other shows), go to https://linktr.ee/thefinancialcoconut

Continue ReadingREIT Outlook: Pro Forecasts, Strategies and Picks for 2024

Money and Me: Can Manulife US REIT be saved?

  • Post author:

5th December 2023

Money and Me: Can Manulife US REIT be saved?

Why has the proposal to rescue Manulife US REIT fallen flat? And do the 3Q earnings results provide any indications of how S-REITs are expected to do moving into 2024? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor.

 

 
 

Note: The above analysis are my own personal views and are NOT buy or sell recommendations. Investors who would like to leverage my extensive research and years of Singapore REIT investing experience can approach me separately for a REIT Portfolio Consultation.

 

Listen to his previous market outlook interviews here:

2023

2022

2021

2020

Kenny Loh is an Associate Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.  

You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

Continue ReadingMoney and Me: Can Manulife US REIT be saved?

Money and Me: Finding bargains in the S-REITs sector today

  • Post author:

8th November 2023

Money and Me: Finding bargains in the S-REITs sector today

Who are the S-REITs winners and losers of this earnings season? What do the latest results suggest about the resiliency of S-REITs? What’s driving the strong double digit rebound in US office S-REITs? And where can we find bargains in this sector today? Dan Koh poses these questions and more to Kenny Loh, REIT Specialist and Independent Financial Advisor.

 

 
 

Note: The above analysis are my own personal views and are NOT buy or sell recommendations. Investors who would like to leverage my extensive research and years of Singapore REIT investing experience can approach me separately for a REIT Portfolio Consultation.

 

Listen to his previous market outlook interviews here:

2023

2022

2021

2020

Kenny Loh is an Associate Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.  

You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

Continue ReadingMoney and Me: Finding bargains in the S-REITs sector today