18 July 2022
Money and Me: REIT picking in an inflationary environment
For the first half of 2022, the iEdge S-Reit Index has displayed strong resilience, generating flat total returns. In fact during the period, the S-Reits and property trusts sector in Singapore saw S$359 million of net institutional outflows and S$447 million of net retail inflows. Kenny Loh, REIT Specialist and Independent Financial Advisor joins Melissa Hyak on Money and Me as they discuss his 2H2022 outlook for Singapore REITs and what investors should know when REIT picking in this inflationary environment.
1:09 2nd Half 2022 Outlook
1:25 How has the S-REIT market fared so far this year?
2:59 Overview on last few years’ S-REIT historical performance: we are not at pre-COVID levels yet
4:06 How would you rank each REIT sectors? (Hospitality, Industrial, Retail etc.): Hospitality sector is the only sector with the most gains this year
5:21 Why is the Data Centers’ sector not performing well?
7:28 Do you still see the Hospitality sector performing well in 2H 2022? What other sectors do you see performing well?
9:11 Surviving the recession: What REIT sectors do you think are more resilient during the downturn?
11:58 Kenny’s tips on selecting the correct REITs to invest
- Basic 3 Ratios: DPU Yield, Gearing Ratio, Price/NAV value
- Recovery Ratios: Occupancy Rate, WALE, Property Yield
- Debt Management: Cost of Debt, % of hedged interest rate, ICR, WADM, % Unsecured Borrowings
- Red Flags to look out for
Listen to his previous market outlook interviews here:
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.
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