Will Interest Rate Hikes affect S-REITs? Webinar: S-REIT Market Outlook 2022

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Shortly into 2022, we already experienced significant market volatility. Do you know where are the risk and opportunities in 2022? Many analysts are already expecting Interest Rate Hikes to curb inflation growth. But how will that impact S-REITs? Do view my webinar below (starting from my section, timestamps below) to learn more. 

 

Timestamps


Introduction (1:44:05)

2021 Market Recap

REIT Sector Performance in 2021, COVID Variant sell-offs (1:45:35)

Top 5 Best Performing S-REITs in 2021 (1:48:06)

The Interest Rate Hike

Fed Dot Plot, Rate Hikes are most likely going to happen (1:49:22)

Will the stock market crash due to the Interest Rate Hikes? (1:51:30)

Interest Rate Hikes are because the economy is doing well (1:51:57)

4 Ways that Interest Rate Hikes can affect S-REITs (1:53:57)

  1. Rental Income (1:54:36)
  2. Interest Expenses due to Cost of Debt being affected (1:59:17)
  3. Compression of Yield Spread (2:03:09)
  4. Historical REIT Index Performance during the previous Rate Hike (2:07:05)

Kenny’s Investing Strategy in 2022

Focus on your Personal Objectives (2:12:58)

REITs as an Investing Strategy (2:13:34)

Choose the Right S-REITs! (2:18:53)

Attactive REITs based on Valuation (Price/NAV) (2:20:08)

Undervalued does not mean it is a good REIT (Distribution Growth) (2:21:59)

Outro (2:24:54)

OTCS Special Market Outlook 2022

  • 2021 saw many market recoveries & S&P500 making new high

    Despite ongoing COVID-19 issues.

  • Will the markets crash in 2022, or climb higher?
    Shortly into 2022, we already experienced significant market volatility.

Do you know where are the risk and opportunities in 2022?

OTCS invited 3 expert practitioners to share with us their market outlook for 2022; where are the risks and the opportunities in the Singapore and Global markets.

  1. Pan Jingyi (Economics Associate Director, IHS Markit)
    – PMI (Purchasing Managers’ Index) developments and signals for the market.
    – Top 2022 predictions by IHS Markit.
    .
  2. Ian Low
    – Bonds, REITs, STI
    .
  3. Kenny Loh
    – REITs

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

Kenny Loh is a Senior Financial Advisory Manager 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
 
You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

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Webinar: Opportunities in Singapore Equities for Malaysian (Overseas) investors

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(In Mandarin) I have been invited by Nanyang Business Daily (南洋商报), a Chinese Newspaper published in Malaysia, to give an overview for readers and viewers on Singapore REITs.

 

 

Timestamps:

11:10 Will Omicron affect the outlook on Singapore REITs, and the global market? Omicron 是否会影响新加坡 REITs 和全球市场的前景? 22:18 新加坡市场概览

22:18 Overview of the Singapore markets 新加坡市场概览

25:40 Introduction to Singapore REITs 新加坡REITs介绍

29:42 Singapore Banks (DBS, OCBC and UOB) 新加坡银行(星展银行、华侨银行和大华银行)

33:20 (Continued) Singapore REITs(续)新加坡 REITs

37:25 The Technology Sector 科技板块

54:35 Bubble Charts 气泡图

55:45 REIT ETFs

58:43 ESG (Environmental, Social and Governance) for Singapore REITs 新加坡 REITs 的 ESG(环境、社会和治理)

 



Overview:

隔海相望南洋之”星“ 细数狮城投资机会! 创富财今LIVE开播后一直都在研究本地市场,本期我们冲出海外,看看邻国新加坡的股市有什么“好康头”! 众所周知,新加坡一直都是东南亚的模范生,除了是区域内的唯一发达经济体,国内还孕育了不少科技独角兽公司,新元也是长期强势的货币。 至于新加坡的股市可以为大马投资者带来什么选择?我们请到新交所学院讲师罗国强,以及有涉猎研究马新两国股市的财经博主陈凯贤来为大家讲解。

 

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Free Upcoming Webinars on Investing in REITs

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I have a coming up Mandarin webinar with Tiger Brokers presenting to a group of China investors on Monday (Sep 27, 2021).

I will be sharing the New Economy REIT which benefited from the Digitalisation of the economy. This will be the new growth area in the REIT space. Click on the image to watch it live! Event starts at 8pm.

 

 

I am also conducting a free SGX Webinar on Nov 11, 2021 – How to Build a REIT Portfolio into a Retirement Plan at 7.30pm. Click on the image to find out more!

 

 

Can’t make it for the above? Join the Telegram channel now for the latest REIT news and future events.

 

Want to start your own investment portfolio, or a portfolio review? Schedule a one-to-one consultation with me! First consultation is free.

 

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