Money and Me: S-REITs that will hold up well in an increasing interest rate environment

  • Post author:

12th March 2023

Money and Me: S-REITs that will hold up well in an increasing interest rate environment

Singapore REITs have concluded their earnings season! Who were the winners and losers? And what does US Federal Reserve Jerome Powell’s hawkish stance on interest rates mean for REITs for the rest of this year?
Michelle Martin analyses these questions and more with 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: S-REITs that will hold up well in an increasing interest rate environment

Money and Me: Winners and losers of latest S-REITs earnings season

  • Post author:

15th February 2023

Money and Me: Winners and losers of latest S-REITs earnings season

Earnings season is once again back in full swing and the REIT sector is first in line to report its financial results. So who are some of the winners and losers of this season’s results?

Find out with Michelle Martin and Kenny Loh, REIT Specialist & Independent Financial Advisor as they break down the details. They also discuss why S-REITs are defying recessionary fears and what 2023 holds for this sector.

 

 
 

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: Winners and losers of latest S-REITs earnings season

OTCS Special Market Outlook 2023 – Inflation, US Markets and REITs

  • Post author:

Do you know where are the risk and opportunities in 2023?

2022 saw rising inflation & S&P500 in down trend

Fed is planning to whatever it takes to tame inflation. Is it good for your portfolio?

Will the markets crash in 2023, or climb higher?

Shortly into 2023, we saw S&P500 recovering. Will it continue?

 

Timestamps

1:44:30 Intro

1:48:37 Market Recap: Singapore REIT Index performance; comparison with STI and Financial Index

  • 1:58:02 US Fed Hike Rate

2:00:42 Things to look out for in 2023

  • Keeping an eye on Net Asset Value/Unit and DPU growth trends

 

2:04:15 Why you need to look at financial ratios of a REIT and not just yields:

  • EC World REIT Case Study: Debt Management
  • Unsecured Borrowings

2:08:35 Capitaland Ascott Trust Case Study

2:10:23 Manulife US REIT Case Study: Risk of breaching 50% gearing ratio limit

  • How MUST could try to reduce its gearing ratio
  • Portfolio valuation dror

2:15:03 My radio interview on the S-REIT Market Outlook for 2023 (or view here)

2:17:32 REIT Investing Strategy for 2023

  • REITs are cyclical, despite poor performance during 2022

2:19:39 Summary

2:22:12 How your Investment Portfolio should look like

 

 

 

 

OTCS invited 3 expert practitioners to share with us their market outlook for 2023; where are the risks and the opportunities in the Singapore and US markets.

  1. James Yeo
    – US Markets
    .
  2. Ian Low
    – Bonds, REITs, STI
    .
  3. Kenny Loh
    – REITs

Bring your most pressing questions about Stocks, REITs, Bonds, SG and US Markets as we will have a Q&A segment for you to get your answers. 

 

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 ReadingOTCS Special Market Outlook 2023 – Inflation, US Markets and REITs