Money and Me: Navigating S-REITs Amid Earnings Season and Potential US Rate Cuts

13 August 2024

Money and Me: Navigating S-REITs Amid Earnings Season and Potential US Rate Cuts

Hosted by Michelle Martin, with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, today’s Money and Me delves into the latest earnings season for S-REITs. Discover which S-REITs are emerging as winners and losers and how current valuations stack up as attractive income instruments. We also explore why Cohen & Steers Capital Management is increasing its stake in Digital Core REIT. Plus, get insights on positioning your S-REITs ahead of a potential US rate cut and what history tells us about S-REITs’ performance in such scenarios.

 

 
 

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

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

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