Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
422 Views
REIT Watch - Starhill Global Reit sees strong recovery in sales and shopper traffic
In the current earnings season to-date, 23 S-Reits and property trusts have released their financial results or business...
241 Views
SPH REIT Option Has 1 Week To Go - Look Elsewhere
SPH REIT "option" has done well and now it is time to look elsewhere. This could mean a reversion trade, an option trade, or in part an index...
589 Views
Five Stapled Hospitality Trusts Book 18% Avg. YTD Total Return
The iEdge S-REIT Index has seen a comparatively defensive 1.4% total return in the 2022 YTD, while the FTSE EPRA NAREIT Global REITs Index...
742 Views
REIT Watch - Tenant sales back at pre-Covid levels for Retail S-Reits
Singapore's retail sales increased 8.7 per cent in March 2022 on a year-on-year basis, a reversal from the 3.5 per cent decrease...
129 Views