Thursday, January 31, 2019

IREIT Global (SGX:UD1U)

Germany's office real estate has been on a roll over the last few years. Judging from its share price, IREIT Global (IREIT) was deep in slumber amidst the real estate frenzy. I will examine this much unloved and non-covered REIT, as it offers an interesting, albeit long-term...
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Monday, January 28, 2019

REITs Part I: Decomposing Dividend Yields

This is the first part of my series in how to analyse REITs. In this article, I will be dissecting a REIT’s dividend yield so that an investor will have a better grasp when combing through the sector. This is not a recommendation to buy or sell any REIT in particular,...
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Friday, January 25, 2019

Ascendas India Trust (SGX:CY6U) 4Q18 Review

This is a quarterly update to my previous write-up on Ascendas India Trust (AIT). AIT reported stellar results, even in SGD terms, considering the steep decline of the INR versus the SGD. The INR slid by 9.8% over the comparable quarter a year ago. NPI rose by 14% in INR...
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Sunday, January 20, 2019

China Aircraft Leasing Company (HKEX:1848)

Please refer to my guide to dividend stocks to understand my approach to this class of stocks.  China Aircraft Leasing Company (CALC) is an interesting play on the world's largest growing airline market. In the era of the 19th century gold rushes that took place all...
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Tuesday, January 8, 2019

Parkway Life REIT (SGX:C2PU)

I personally view Parkway Life REIT (PLife REIT) as a benchmark REIT when evaluating not just the SREIT sector, but also when looking at MREITs and HKREITs. It is one of the few healthcare REITs available in the region, and by far the best in terms of asset quality and...
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Tuesday, January 1, 2019

Ascendas India Trust (SGX:CY6U)

Ascendas India Trust (AIT) is an underrated gem in the Singapore REIT space. While I understand that certain investors might have some apprehension about having Indian exposure, due in part to the volatile and constantly depreciating currency, the bright growth prospects...
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Sunway Real Estate Investment Trust (KLSE:5176)

Sunway Real Estate Investment Trust (SunREIT) is a diversified REIT underpinned by one of the best performing shopping malls in Malaysia, Sunway Pyramid. The strong performance of this mall has turned this REIT into one of the best performing REITs in the Malaysian REIT (MREIT)...
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