14 October 2024
Money and Me: Finding attractive S-REITs in a rate cutting environment
The US Federal Reserve’s first rate cut in 4 years is undoubtedly fueling the REIT sector with optimism, with many companies experiencing a huge jump in their share prices lately. And with expectations of further rate cuts from this year and beyond, how should investors be positioning themselves in the REIT sector? How might distribution yields perform in the coming months? And how can you ride this potentially bullish trend before it’s too late? Dan Koh dissects the details with Kenny Loh, REIT Specialist and Independent Financial Advisor as they discuss the valuation of S-REITs today and where you can find attractive opportunities.
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:
2024
- Money and Me: What’s behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed? (September 2024)
- Money and Me: Navigating S-REITs Amid Earnings Season and Potential US Rate Cuts (August 2024)
- Money and Me: Navigating Challenges for Mapletree REITs and REITs related to Changi Business Park
(June 2024) - Money and Me: Winners and Losers Among S-REITs, Frasers Property’s Profit Plunge, and the Impact of Sustained High Interest Rates (May 2024)
- Money and Me: Manulife US REIT where could it be heading? Are we at the tail end of the down cycle for S-Reits? (April 2024)
- Money and Me: Will more S-REIT’s suspend distributions? (March 2024)
- Money and Me: US Office Reits – the immediate outlook is bleak but there are opportunities for investors (February 2024)
- Money and Me: Why S-REIT investors are focused on valuations in 2024? (January 2024)
2023
- Money and Me: Can Manulife US REIT be saved? (December 2023)
- Money and Me: Finding bargains in the S-REITs sector today (November 2023)
- Money and Me: How a contrarian investor reads a sell-off (October 2023)
- Money and Me: Finding bargains in the S-REITs sector today (September 2023)
- Money and Me: S-REITs earning stars and landscape quakes (August 2023)
- Money and Me: 3 Singapore REITs to watch (July 2023)
- Money and Me: Are S-REITs in for a promising 2H2023? (June 2023)
- Money and Me: How might the expectations of an impending recession affect S-REITs? (May 2023)
- Money and Me: S-REITs’ 2023 1st quarter report card review (April 2023)
- Money and Me: S-REITs that will hold up well in an increasing interest rate environment (March 2023)
- Money and Me: Winners and losers of latest S-REITs earnings season (February 2023)
- Money and Me: S-REITs’ 2023 outlook (January 2023)
2022
- Money & Me: Is 2023 the year of recovery for S-REITs? (December 2022)
- Money & Me: What happens after the recent S-REIT crash? (November 2022)
- Money & Me: Further Interest Rate Hikes, FHT’s failed Privatization bid (September 2022)
- Money & Me: Q3 2022 SREIT winners (August 2022)
- Money and Me: REIT picking in an inflationary environment (July 2022)
- Money and Me: Are Hospitality REITs the clear way to play the reopening trade in Singapore? (June 2022)
- Money and Me: Can S-REITs maintain its upswing from Q1? (May 2022)
- Money & Me: The case for being bullish on S-REITs amid the Ukraine crisis (March 2022)
- Money & Me: Optimism for S-REIT’s given earnings signals and mapping the possibilities for shareholders in the Mapletree merger (February 2022)
- Money & Me: Mapletree merger, growth in commercial S-Reits and the potential return of Reit IPOs in 2022 (January 2022)
2021
- Money & Me: First Reit, CapitaLand, Daiwa, Digital Core Reit and the best of the S-Reit pivots (December 2021)
- Money and Me: VTL’s and hospitality and retail, a new Reit ETF and Making sense of offers for SPH (November 2021)
- Money and Me: Who benefits from the ESR – ARA Logos Logistics Trust merger? (October 2021)
- Money and Me: China’s Evergrande Group property and the spillover in the property market, breaking down what CapitaLand Invest means for the investor and global REITs to watch (September 2021)
- Money and Me: Are retail and hospitality aggressive plays given the pace of reopening? (August 2021)
- Money and Me: Which REITs have seen a limited impact on occupancy during COVID? (July 2021)
- Money and Me: An overview of the REIT performance (June 2021)
- Money and Me: S-REIT’s: which are most likely and which least likely to be affected by new social restrictions? (May 2021)
- Money and Me: What’s the link between bond yields and S-REITs? (April 2021)
2020
- Money and Me: REITS that did well in 2020 (December 2020)
- Money and Me: An overview of S-REITS, value rotations and REITS paying out higher dividends (November 2020)
- Money and Me: Yield Generating Asset Classes (October 2020)
- Money and Me: The REIT outlook within and beyond Singapore (August 2020)
- Money and Me: Ugly Duckling Earnings turning into Beautiful S- Reit swans? (July 2020)
- Money and Me: V for S-REITs? (June 2020)
- Money and Me: Will revenge spending help REITs? (May 2020)
- Money and Me: What REITs to Look out for? (April 2020)
- Money and Me: Crazy REIT Sales (March 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