Soft demand on Reits ? 🧐

Recently SGX reits seems beaten down badly, left and right [Cry] 

These 3 reits at the bottom of my watch listtoday [Cry] tried to dig out the news why, but not all are bad, lets share if you know my friends ? 

$Prime US ReitUSD(OXMU.SI)$DPU is higher yet the price is sliding [Surprised] 

$SASSEUR REIT(CRPU.SI)$DPU dip due to lock down in China, so fair enough if price dip. however Chongqing Bishan outlet strong occupancy and sales, got hope ! [Happy] 

$ESR-REIT(J91U.SI)$DPU down, also after merger the PB become higher, which made me regret bought it. (Bought before merger) 

My Summary: sometimes no matter how try best to pick the stocks, the outcome not as per i expect, the dip more than the dividend [Spurting] the Dividend yield still looks attractive though. Just that due to interest hike, covid, dampened the demand/interest for REITS, it doesn't look as attractive anymore, so the existing investor may also sell/exit due to less demand price continue to slide. 

Is this time to add or cut loss or leave it ? Let me know yr idea my friends. 

Invest wisely [love you] 

@TigerStars

# SGX Stocks Opportunities

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  • jervis43
    ·2022-08-22
    $Prime US ReitUSD(OXMU.SI)$ portfolio is mainly US offices. given the current macroeconomic environment, it makes sense to dip in price...
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    • khorsoo
      mostly it is fear that if US goes into recession many offices will close though the occupancy rates in these places are actually high. market always prone to sentiments
      2022-08-23
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    • SR050321
      Yes i have other us office reits too, but this prime not as risilient as $KEPPEL-KBS US REIT(CMOU.SI)$ [Smile]
      2022-08-22
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  • rinl
    ·2022-08-22
    Have ESR, will continue to hold for dividend, may add Prime, for the high dividend [smile]
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    • SR050321
      Prime created a new 52 weeks low 0.64, my purchase 0.715 and 0.66, just sharing hope u get a good price to enter.
      2022-08-23
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    • SR050321Replying toDanielSiah
      [Smile]
      2022-08-23
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    • DanielSiahReplying toSR050321
      👍
      2022-08-23
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  • BenjiFuji
    ·2022-08-22
    加息导致REITs面临价格下行压力。因为需要更高的收益率加上更高的借贷成本。保持安全,你和敦盲目开火。[太好了]
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    • BenjiFujiReplying toSR050321
      不客气[太好了]
      2022-08-23
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    • SR050321Replying toBenjiFuji
      你是正确的!非常感谢你,👍,这就是我喜欢的老虎社区,可爱的朋友,像你😍
      2022-08-22
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    • BenjiFujiReplying toSR050321
      从根本上看,你是成长型投资者还是股息型投资者,或者你是什么混合型投资者。如果你是一个股息爱好者,并可以等待,这将是一个很好的时机得到低估的好REITs。DYODD wor
      2022-08-22
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  • HelenJanet
    ·2022-08-22
    Thanks for sharing the news of the 3 reits. I have the first 2 reits and they are now in deep red. Hope one day they will reverse the trend from downward to upward. [ShakeHands]
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    • SR050321Replying toHelenJanet
      Jiayou to us [Grin]
      2022-08-23
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    • HelenJanetReplying toSR050321
      I will also keep first and wait patiently.for the price to go up again. 💪🏻💪🏻
      2022-08-23
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    • SR050321Replying toHelenJanet
      I think i will keep first then ☺️ and see if market pick up how is it
      2022-08-23
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  • khorsoo
    ·2022-08-24
    我个人持有oxmu和ESR(来自ARA物流日)。ESR在收购ARA后一直有需求的物流方面有更好的敞口。另一方面,Prime有非常好的位置
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    • SR050321
      我明白了,谢谢你的见解!听起来很可爱,我还留着它们,谢谢你的分享。
      2022-08-24
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  • 大白兔女生
    ·2022-08-23
    I am holding the first two reits. Monitoring while collecting divvy.
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    • SR050321
      Thank you so much for sharing, i will keep too, i love the div just that the slide more than div amount, upseting me [Smile]
      2022-08-23
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  • LMSunshine
    ·2022-08-22
    From what I read, interest rate increase is not good for REITs?
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    • SR050321
      Yes, but actually the debt is not exceed 50%, but still a burden to the company, maybe i will not buy reits now, go buy bank first who charge the interest [Chuckle]
      2022-08-22
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  • Xman0808
    ·2022-08-24
    All my sg reits losing money now. But i will just hold for long term
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    • SR050321
      Thank you gor sharing, i consider to hold for long term too [Smile]
      2022-08-24
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  • hj489
    ·2022-08-24
    ESR is in my portfolio, hope could recover from the pandemic
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    • SR050321
      Me too [ShakeHands]
      2022-08-24
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  • AnthonyFoo
    ·2022-08-26
    REITs are in bad shape nowadays, no choice but have to hold for long term.
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    • SR050321
      Yes, i just hold, did not cut loss, wait div 😊
      2022-08-26
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  • cat101
    ·2022-08-23
    High interest environment
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  • Venus168
    ·2022-09-02
    [What]
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  • ericbie
    ·2022-08-29
    [smile]
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  • vic78
    ·2022-08-27
    👍👍
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  • Gerald33km
    ·2022-08-26
    Ok
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  • TECKHENG
    ·2022-08-25
    “酷炫”
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  • Envyapple
    ·2022-08-25
    Ok
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  • lucaslau88
    ·2022-08-25
    Ok
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  • llwinwin
    ·2022-08-25
    👍
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  • pancherry
    ·2022-08-25
    noted
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