Just checked dividend history of singapore REITs, the dividend growth is very low, ~0.2% per year. In general, it won't be far away from GDP growth. So the investment strategy for REIT is to go in at downturn, ensure the dividend yield is acceptable for long term at enter point, eg. >8%.
The best timing is crisis, when dividend yield soar to >15%! So even consider 0.2% growth, every year still can enjoy the initial yield.
Buying price is important, especially REITs.
Labels
value investing
(21)
Keppel
(12)
Yangzijiang
(11)
property
(9)
HPH
(6)
REIT
(6)
Macro economy
(4)
ST Engineering
(4)
Starhub
(4)
Apple
(3)
OSIM
(3)
RafflesMG
(3)
SPH
(3)
Banking
(2)
Insurance
(2)
NamCheong
(2)
Noble
(2)
OCBC
(2)
Oil
(2)
SMRT
(2)
SingPost
(2)
Soup Restaurant
(2)
VICOM
(2)
AIMSAMPReit
(1)
Alibaba
(1)
BYD
(1)
CMT
(1)
CambridgeReit
(1)
China Life
(1)
Citibank
(1)
ComfortDelgro
(1)
Commodity
(1)
Conglomerate
(1)
DBS
(1)
Dairy Farm
(1)
Electric Car
(1)
First REIT
(1)
GE
(1)
Gambling
(1)
Genting
(1)
Golden Agri
(1)
HockLianSeng
(1)
Huabao
(1)
ICBC
(1)
Internet
(1)
Jardine C&C
(1)
JardineCC
(1)
KingWan
(1)
KingsmanC
(1)
Lenovo
(1)
Loan
(1)
M1
(1)
Marco Polo
(1)
Market
(1)
New Energy
(1)
OverseasEducation
(1)
Pharmacy
(1)
QAF
(1)
Retirement
(1)
SP AusNet
(1)
Sabana
(1)
SembMar
(1)
SerialSystem
(1)
Sound Global
(1)
Straco
(1)
Suntec
(1)
Telecom
(1)
Utility
(1)
Wilmar
(1)
Yongnam
(1)
sats
(1)
Search my blog ...
Loading
Saturday, January 19, 2013
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment