Here are the highlights of our discussion:
– Why Ian Prefers S-REITs over REITs listed in Malaysia?
– How to Assess the Quality of a S-REIT’s Property Portfolio?
– 2 Valuation Techniques to Evaluate a S-REIT deal.
– How to Calculate Net Dividend Yields of a S-REIT before Investing?
– Discussing Ian’s Latest Investment in a S-REIT
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6 replies to "5 Steps to Evaluate a S-REIT Deal from Scratch"
Hi KC and Ian,
How can i purchase the S-Reits shares from Malaysia?Any online trading platforms?
Yes… there are many local brokers. Check out the list at iMoney: https://www.imoney.my/share-trading
Click “Global”
Hi KC/Ian,
Nice step by step coaching. Any chance to share the excel spreadsheet ?
Hi KC/Ian,
I bought an S-REIT through a local broker and recently received my first quarter dividend. The dividend was about SGD16 and the broker charged a handling fee of SGD10, thus I’m left with roughly SGD6. I have thought of buying more shares of the REIT to bring the handling fee cost down, but this will increase my risk for concentrating on only one company. Buying another company would likely cost me another SGD10 for dividend handling fee, which will also be high, same scenario as my current REIT as I do not have enough to buy a substantial amount of shares to bring the cost down. Any thought on this?
Thanks.
Hi Li Xiang,
Thanks for your question. It is an important one. I use Maybank IB where I paid S$ 1.82 per dividends paid. I also come to found out lately that HLIB and CIMB are charging S$ 10 per dividends paid so it was quite ‘shiong’. Ehm… I think you can use Maybank IB as a broker due to lower dividend handling fees or Interactive Brokers or FSMOne (but please check their rates first before using them).
I think the portfolio concentration thing can be resolved over time based on one’s earnings power. For instance, if you are still working / having a business running, you can allocate your capital into other stocks over time, thus, diversifying your portfolio to a variety of stocks. But nevertheless, at the moment, stick to the stock allocation that you are most comfortable with. Nothing wrong with that.
Hope the above helps.
Regards
Ian
Is it a good idea to buy s-reit like the Mapletree North Asia Commercial Trust
SGX: RW0U or the SUNWAY REAL ESTATE INVESTMENT TRUST
KLSE: 5176 at the current time or should I wait? Iknow the Mapletree is undervalue at the moment according to anlaysis but I am quite new in investing and I plan to invest some on this Wednesday. My choices based on track record and stability for this purchase are Maybank, cimb share if possible, top glove corporation berhad , hartalega holdings berhad, airasia(for a little risky investment and also lowest fund I will put), Tune Protect Group Bhd share or the two you recommend. Hope I can receive a little advice as I am unsure on the difference between reit and these stock.