REIT Outlook: Pro Forecasts, Strategies and Picks for 2024
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