Expressing heartfelt gratitude for the tremendous support! The event saw an overwhelming response beyond our expectations!

Your enthusiasm truly made it a remarkable experience！

During the weekend, in collaboration with SGX, we hosted an event for 2024 Singapore REITs Outlook.

We feel honoured to have had Reggie Koh from the Financial Coconut serve as the moderator for our event. Alongside Reggie, we were privileged to welcome distinguished panelists, including Emelia Tan, Director from SGX Group, and Nupur Joshi, CEO of REITAS.

Their wealth of expertise and insightful perspectives greatly enhanced our discussions, providing valuable insights to everyone in attendance. The interactive and engaging conversation added an element of interest and fun, contributing significantly to the overall depth and breadth of our event.

We are grateful for the meaningful contributions made by each participant, making it a truly enriching experience for all.

In addition, we’ve enlisted the expertise of Charles Lee, Fund Manager, and Alex Teo, Senior Relationship Manager, from Phillip Capital Management and Philip Securities respectively.

They shared valuable insights on how investors can adeptly navigate the current interest rate environment. Furthermore, they’ll provide their opinions on REITs segment, offering a comprehensive view for investment directions.

Quick recap on the key takeaways on REITs 2024 Outlook

• Interest likely reached its peak, increasing the likelihood of the US Fed initiating interest rate cuts in 2024
• Anticipated boost in DPU (Distribution per Unit) attributed with a reduction in interest expenses
• Potential rotation back to Yield Asset Classes
• Currently, Singapore REITs are trading at huge discount
• REIT Sector historically outperforms other asset classes during rate cut environment
• Opportunity for investors to lock in high yield at discounted share price
• Technical Chart is Facing Resistance

Still dont know, or want to learn how to select REITs for yourself? Do take a look at SGX Academy’s REIT courses here. These short 4-hour-each courses will teach you how not just how to look at Financial Ratios of REITs, but to also learn entry and exit timings to the market.

Once more, a heartfelt thank you to all REIT investors for your tremendous support during this event. We trust that each of you has compiled a watchlist of potential REITs to consider adding to your portfolio.

If not, you may use our easy to use screener to swiftly compile a shortlist of REITs in just a few minutes!

Proceed to screener: https://reitsavvy.com/reits-screener

Courses: Financial Ratio Analysis and Technical Analysis for REITs with SGX Academy

Financial Ratio Analysis for Singapore REITS (2nd March 2024, 9am to 1pm)

• Learn how to assess the financial health of Singapore REITs by analyzing key ratios
• Identifying financial strengths and weaknesses, enabling them to make informed investment decisions
• Interpret ratios and understand what are the operation factors which can affect the ratio in future
• Learn how to use valuation ratios to determine the fair value of Singapore REITs and assess their sustainability.
• Identify undervalued or overvalued REITs, aiding them in making sound investment choices. 

Cost: $467

Venue: SGX Academy Room. 2 Shenton way
SGX Centre 1. Level 2, S068804

Laptop is required. Please bring your own laptop for the training

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

On the 20th July, I spoke in the SGX Auditorium in the first part of this physical seminar. In case you’ve missed it, below is the replay of the seminar.

Sypnosis

Tailored for yield-investing investors, particularly investors holding T-bills, this seminar delves into a comparative analysis of T-bills and Singapore Real Estate Investment Trusts (REITs).

This session aims to provide investors with a comprehensive understanding of the benefits and risks associated with both T-bills and REITs. Join us at this seminar as we explore how Singapore REITs offer a compelling yield alternative, potential capital appreciation, and diversification benefits.

By going through the market outlook and case studies, investors will gain insights on how to optimize portfolios for yield generation, in the face of changing interest rate dynamics.

Don’t miss this opportunity to explore the potential of yield-investing through REITs!

Timestamps

1:48 Maximizing Yield – T-Bills vs. Singapore REITs in a Changing Interest Rate Landscape (Kenny Loh)

• A yield comparison between S-REITS vs T-bills
• S-REITS or T-bills would perform well where there is an interest rate cut
• Risks & opportunities of these two asset classes

33:03 Asia-Pacific and Singapore REITS – Features, Products, investment considerations (Tan Teck Leng)

• An overview of the landscape of REITS globally
• Attractive features of REITS
• Investment considerations: ETFs vs Unit Trusts

55:05 Q&A – Questions Answered:

• US Office and Downtown Real Estate: Why are these sectors beaten down? (55:05)
• REIT ETFs: When there are corporate actions for REITs, what will the ETF managers do? (59:15)
• If I’m a beginner, should I start with REITs or ETFs? (1:02:00)

Kenny Loh is a 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