Unlock the Potential of REITs in a Dynamic Interest Rate Environment

Join us for an exclusive seminar to delve into the effects of recent interest rate cuts on REITs, borrowing costs, yields, and valuations. Gain valuable insights on navigating these changes and optimizing your REIT investments. Discover strategies to leverage opportunities and enhance your investment in an evolving interest-rate environment.

Key Highlights:
Expert Insights: Learn from industry experts as they unravel trends, challenges, and opportunities shaping Singapore’s REIT landscape in 2025.
Sector Resilience: Discover how different REIT sectors are positioned for the year ahead and identify those best suited to thrive in varying market conditions.
Alternative Asset Classes: Gain insights from REIT managers on specialist and non-traditional asset classes, including outlet malls, social infrastructure, student accommodation, and data centers.
Interactive Discussions: Engage in discussions, network with fellow investors and industry experts, and delve into key topics such as sector performances and macroeconomic influences.

Secure your seat now and stay ahead in the dynamic world of REITs!

Event Details

• Date & Time: 8th January 2025, 7.00pm – 9.30pm
  Registration opens at 6.15pm

• Location: SGX Auditorium, Level 2, SGX Centre 1, 2 Shenton Way
  Singapore 068804

• Dress Code: Smart Casual

• Registration is required.

Speakers

Programme

Join us for Part 2 of our three-part series, “𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐘𝐢𝐞𝐥𝐝: 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐢𝐧 𝐚 𝐍𝐞𝐰 𝐑𝐚𝐭𝐞 𝐄𝐫𝐚,” in collaboration with PhillipCapital B2B Team. This seminar will focus on tracking interest rate cuts and exploring investment opportunities to secure yields as T-bill rates are expected to drop in the coming months.

I’ll be sharing various investment options in anticipation of further rate cuts in 2025 and how to build a diversified portfolio comprising different asset classes to optimize risk-adjusted returns. We’re excited to have David Z Wang from Helicap as our guest speaker. I call him Mr. 10 Percent, as his fund has consistently delivered around 10% returns over the past few years. Hear from him firsthand on how he and his team achieve such consistent performance.

Join us at Phillip Securities Pte Ltd (PSPL) at 250 North Bridge Road, #06-00 Raffles City, for an insightful event where you can learn how to navigate your portfolio in this new rate era. Our experts will share valuable insights and strategies to help you unlock maximum yield from your investments. Don’t miss out on this opportunity to master your portfolio! See you there.

👇Register here:
https://lnkd.in/gcYrh7YR

📅 Date: Oct 21, 2024 (Monday)
⏱️Time: 7:00pm to 9:00pm
📍Venue: Phillip Securities Pte Ltd (PSPL)
250 North Bridge Road, #06-00 Raffles City

Registration starts at 6:30pm.

𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬 𝐏𝐫𝐨𝐟𝐢𝐥𝐞
Kenny Loh, CFP® AEPP® IBFA MBA is a Wealth Advisory Director specializing in holistic investment planning and estate management. He helps clients grow their investment capital and create passive income for retirement. I also facilitate tax-efficient portfolio transfers to beneficiaries, ensuring tax-free capital appreciation and optimized wealth transfer through strategic asset structuring. Additionally, Kenny is also a SGX Academy trainer specializing in S-REIT investing and he presents his view monthly on MoneyFM89.3.

David Wang is the Co-Founder and Group CEO of Helicap, a leading FinTech private investments firm. With over a decade of experience in finance and technology, David has been instrumental in driving innovation and growth in the alternative investment space. Under his leadership, Helicap has emerged as a pioneering platform that connects investors with robust investment opportunities across various asset classes.