What we can learn from Capitaland Mall Trust’s Shopping Traffic and Lease Renewals
Capitaland Mall Trust have the largest ‘fleet’ of suburban malls. While we can talk about the trust as an investment, it can also give us …
Capitamall
SPH REIT IPO
SPH is going ahead with this IPO amid rising interest rates and lackluster REIT performance. I talked about this IPO previously (article here) and really …
The day REITs and Dividend Stocks get slaughtered
It is not everyday that my Dividend Stock Tracker, tracking popular Singapore High Yielding Stocks showed severe negative prices. And that includes my experience in …
Economic Moat–Are good management a moat?
One of my main pillars when comparing or choosing a stock to invest in is understanding the business model. Understanding the model, its strength, weakness, …
REIT Fee Structure–Are they rewarding investors or the sponsors
The chatter since the KREIT debacle was that the management structure of Singapore Real Estate Investment Trust (REIT) are under close scrutiny. Are they working …
The REIT Myth Busted
The big news recently revolves around KREIT’s handling of the OFC purchase. The ramification of that is a lot of the blogging community starts talking …
David Rosenberg: Prepare your portfolio to be ready for recession
I came across this summary from Barry Ritholtz site on what David Rosenberg, a mega bear recommends investors to be ready in the event of …