Stop Skipping This 7.8% REIT (The "Blind Algo" Mistake) |🦖EP1377 #investingiguana
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🟩 Why is a single American car company becoming the backbone of a Singapore-listed REIT? UOB Kay Hian recently shocked the market with a "BUY" rating on NTT DC REIT (SGX: NTDU), forecasting a massive 41% upside. But there's a catch: nearly 30% of its income relies on one tenant—widely believed to be Tesla. For Singaporean dividend seekers, this concentration looks risky on paper, but in the world of AI infrastructure and mission-critical assets, that one tenant might actually be the greatest safety net you didn't see coming.
In this video, we pull back the curtain on whether this 7.8% yielder is a genuine "gold mine" or a "high-tech trap." We break down why the "Tesla" lease is locked in until 2034, how the REIT's low 35% gearing acts as a war chest for the upcoming Frankfurt acquisition, and why automated valuation models are currently "flying blind" on this counter. We also discuss the "New IPO Trap" and why manual research might allow retail investors to front-run the institutional machines before the data updates.
Read the full in-depth article with video at
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YOUTUBE ➡️ https://youtu.be/bLI9IKNqFpc
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SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/stop-skipping-this-78-reit-the-blind?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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