Money and Me: S-REIT’s: which are most likely and which least likely to be affected by new social restrictions?

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19 May 2021 

Money and Me: S-REIT’s: which are most likely and which least likely to be affected by new social restrictions?

Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor discuss an overview of the S-REIT space, S-REITs that are less likely to be affected by the heightened restrictions, REITS exposed to US and European markets and buying opportunities.

  • Kenny’s opinion on the May 14th S-REITs sell-off
  • How will S-REITs be affected due to the tightened COVID-19 restrictions in Singapore
  • S-REITs vs global equities in May 2021

Listen to his previous market outlook interviews here:

Kenny Loh is a Senior Consultant 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 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 Sympsosium and Invest Fair. 
 
You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement
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Tightened COVID-19 measures lead to massive Singapore REITs sell-off

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With the recent tightening of COVID-19 measures into Phase 2 (Heightened Alert), this has lead to a massive knee-jerk sell-off of S-REITs across the board. All but 2 of the S-REITs have dropped in price, with First REIT experiencing an up to -7.41% day-on-day price drop. The table below is taken from the StocksCafe REIT screener, sorted by day-on-day percentage drop. Highlighted in blue are the top 10.

 

Table of S-REITs, sorted by the worst performers due to the sell-off caused by the tightening of Singapore’s COVID-19 measures. Sorted by day-on-day percentage drop. Data taken from StocksCafe REIT sceener.

 

However, 2 of the REITs, namely Cromwell European REIT and Keppel DC REIT, have escaped the effects of this sell-off. In fact. Keppel DC REIT went up by 0.78% day-on-day, the only REIT that rose today on the 14th May 2021.

Below is the STI index chart on the 14th May 2021. Note the sell-off just after 1pm, when the tightened COVID-19 measures were announced, leading to a 2.18% drop. Data taken from Yahoo finance.

 

STI index chart on the 14th May 2021. Data taken from Yahoo finance.
 

 

Meanwhile, Sheng Siong Group, a supermarket chain in Singapore, rose by more than 10%. This also happened right after 1pm, when the tightened COVID-19 measures were announced.

 

Sheng Siong Group Ltd (OV8) chart on the 14th May 2021. Data taken from Yahoo finance.

 

Want to learn more and gain insights into Singapore REITs, and engage with CEOs of REITs? Do sign up for REITs Symposium 2021, the largest REITs event in Singapore, happening on the 15th and 22nd May. Find out more here.

 

 

This sell-off represents a good opportunity, just like when Singapore first entered Circuit Breaker back in April 2020. Not sure how this sell-off will affect your investment portfolio, or want to start investing in REITs? Contact Kenny here to advise you on your REIT portfolio at kennyloh@fapl.sg.

 

Kenny Loh is a Senior Consultant 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 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 Sympsosium and Invest Fair. 

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New FTSE ST REIT Index (FSTAS351020)

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FSTAS8670 has retired. The new FTSE ST REIT index now is FSTAS351020.

Currently the REIT index is trading within a range between 820 and 880. These 2 levels are supported by strong resistance turned support level at 820 and strong resistance at 880.

Direction: Sideway Range Bound until breakout or breakdown from these 2 key levels.

FTSE ST REIT Index (FSTAS351020)

See previous post on Singapore REIT Monthly Update (May 2021) here.

Kenny Loh is a Senior Consultant 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 ReadingNew FTSE ST REIT Index (FSTAS351020)