• 104066712 : wait for oct report for their 3qtr report ,,,,, if good then all good.

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• 104413679 : Do you know when the report will be released in October?

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• soyabean89 : not all REITs are stable and relavant tho.
  u already see impact of high inflation n lockdown.. geographical tension.. disasters, aging population prospective etc
  if u want stable return, might as well sg banks. they make up 50% of STI. or utilities/infrastructure
  if want stable return...all in cpf suah.. zero risk but u can't take out 100% unless u outlive your peer into 100yo
  but we know u want high% passive income right?

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• Iamwhoiamlah OP soyabean89 : haha definitely, if only rely on cpf, maybe not possible to retire early...
  I still new to REITs so still observing, to take it into consideration is becuz of recent fed cut. Seems that i need to be more cautious about this.
  I allocated a bit into the 3 banks that we all know haha, seems that i could allocate more on them

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• soyabean89 Iamwhoiamlah OP : can be also very risky to have all in the basket in all 3 banks...might as well buy STI index... for real...that is for very long term passive investing, heck care price movement and turmoil.
  diversity is a great way especially undercurrent looming lackluster forecast.
  some people play mix of geographical and industrial diversity.
  if play long term, get those well known dividend kings.they are quite well known n survive years of turmoils...
  usually they are  industrial/service like industrial REITs, banking, food industry etc..i doubt  wfh will have much for industrial and logistics complexes compared to commerce

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• Iamwhoiamlah OP soyabean89 : understood, i would prefer those that could be held for long and grow steadily. Maybe i would reallocate some  from 3 banks to STI.
  Any clues on when you saying that 'i doubt  wfh will have much for industrial and logistics complexes compared to commerce'?

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• soyabean89 Iamwhoiamlah OP : wfh is here to stay... many companies give tolerance and even downsize their office space to make use remote working/flexi normad hiring as a new norm..
  this will have impact to commerce REITs that handle office tower etc..
  but industrial and logistics no matter what, they will need the space for goods storage and cloud computing/manufacturing. these won't go away just cause of wfh culture. but take note...not all REITs are the same... e.g $ESR-LOGOS REIT (J91U.SG)$, $Sabana Reit (M1GU.SG)$ are trash industrial REITs vs $Mapletree Ind Tr (ME8U.SG)$ $CapLand Ascendas REIT (A17U.SG)$
  your next best friend will be utilities/infrastructure REITs like $Kep Infra Tr (A7RU.SG)$...lower % return stock price stagnant... but they always remain relavant be it lockdown or digitalization reform
  hospitality might be vulnerable to war, economy downturn, geographical policy and pandemics
  retail REITs threatened by e commerce to certain extend..that's why u see majority shopping mall copy n paste one...same group of restaurant, pick up points, experience hub, etc..
  healthcare REITs u need to take note of sponser...just cause it's healthcare doesn't guarantee anything even if healthcare is related to daily life
  I personally got burnt by $First Reit (AW9U.SG)$ cause their lousy sponser play alot stun.
  $ParkwayLife Reit (C2PU.SG)$  is better but much pricey...

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• Jases1940 :

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• Jases1940 : Can you explain it?

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• 103532591 OP : Rally-Base-Drop?

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• 103532591 OP : There are many experts, no need to show off your skills unnecessarily. lol

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• 102137116 : So now stage 3?

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