facebookAs the US-China relations continue to remain weak, if you weren't working at MUST, would you recommend an investor to buy Singapore REITs over US REITs given that there's more stability here? - Seedly
Seedly logo
Seedly logo
ย 

Advertisement

Anonymous

09 Sep 2020

As the US-China relations continue to remain weak, if you weren't working at MUST, would you recommend an investor to buy Singapore REITs over US REITs given that there's more stability here?

1

    Discussion (1)

    What are your thoughts?

    Carol Fong

    Carol Fong

    09 Sep 2020

    Level 5ยทHead of Investor Relations at Manulife US REIT

    The US-China talks have been present since Trump days. Has anything really changed? It's alot of noise and after awhile, we go back to the basic our what our portfolio, what our business is. In the early days, our price used to move whenever Trump tweets and i set up my first twitter account to follow him. Haha. RIght now, it's really business as usual. If I weren't working for MUST, I will still look at offshore REITs (those with 100% overseas assets) as the Singapore REITs are over priced with sub 5% yields. I have a diversified portfolio and believe that should be the case for all investors. Last count, there are perhaps approx 10 pure SREITs holding Singapore assets. Yields in offshore REITs are much higher perhaps due to the unfamiliarity. So why not? But you need to pick the ones who will allow you to sleep soundly at night. That's where brand name makes a difference.

    Reply

    Save

    Share

      Write your thoughts

      Advertisement