Ho Bee has just announced its Q1 results for FY18 which was closely expected with no big surprise. Rental income is the segment which I am monitoring closely and it continued its strong uptrend with a 6.1% year on year. This was due to the purchase of Lombard street which was reported in the Q4…
Author: B
Far East Hospitality Trust Q1 FY18 – Results Review and Thoughts
Far East Hospitality Trust (FEHT) released their first quarter results for FY18 this morning which I thought I’ll give a quick review on it since I made the purchase earlier this month. You can find the link to that article here. FEHT posted a 3.8% increase in the gross revenue and 4% increase in the NPI…
Frasers Logistics Trust (FLT) Ventures Into Germany and Dutch Acquisitions
At around this time last year, FLT makes 7 Aussie assets acquisition and added them into their portfolio of the logistics predominantly located in parts of Australia. This time round, they’ve gone a lot bigger by deciding to acquire 21 industrial properties, comprising of 17 properties in Germany and 4 properties in Netherlands which has…
Everyone’s A Winner In The Bull Market, Right?
The bull market has been rampant in the past 10 years that our wealth gets accelerated function exponentially. This leads us to think that wealth can only move in one direction and it leads to that much easier to achieve financial independence by pro-rating your financial model accordingly. The risk is decluttered as one grows…
Setting Foot in REITs 2018
Real Estate Investment Trusts (REITs) is a popular investment vehicle favored by local investors in the recent years. Even with the volatile market outlook, REITs is expected to perform in a stable trend with higher returns. However, with the recent rise in interest rate, should investors look at rebalancing this asset class within their portfolio?…
Recent Action – Far East Hospitality Trust
With the proceeds from the divestment from Comfortdelgro which I blogged earlier, I had also purchased 125,000 shares of Far East Hospitality Trust (FEHT) at a price of 68 cents. This is a company that I once used to own, then divested, then move the funds around, and now back again to the same company. …
Reits Symposium – 19 May 2018
Readers of this blog would know that my strategy in investing has a preference towards investing in dividend companies and because of this, REITS would be one of the assets that I look at closely as it will continue to form a big part in my portfolio. On the current equity portfolio, 41% of the…
Recent Action – Comfortdelgro & Vicom
I just want to fill in quickly an update I just made since I just made a portfolio update not too long ago for the month. I divested all my position at Comfortdelgro at a price of $2.09 today for an overall -9.1% loss (inclusive of dividend). Year to date however, this divestment has returned…
“Apr 18″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.08 176,800.00 27.0% 2. M1 75,000 1.73 129,750.00 20.0% 3. Fraser Logistic Trust 100,000 1.10 110,000.00 17.0% 4. Ho Bee Land 30,000 2.51 75,300.00 12.0% 5. Starhill Reit 100,000 0.73 73,000.00 11.0% 6. Vicom 8,000…
Financial Independence Is Utterly Overrated
Since this blog was started about 8 years ago, the recurring theme has always been about advocating the real incentive behind achieving financial independence and how much benefits we could derive from achieving it than not. We’ve always pictured financial independence as having the options to do the things that we want rather than the things that…