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Nahbeh Chow

1d ago

∙

General Investing

Smart investors recommendation of defensive reits income?

Parkway yield is 3% while inflation is 1.88-2.55. how long going to take to hit 5% yield? CICT? Since when is commercial Reits defensive. They are cyclical, and CICT has been enjoying the boom from geopoltics. Going to last? MLT? Again logistics reits is defensive? Is more an alpha. But MLT DPU is dropping and the china/Vietnam play not going away in the next 10 years. MIT is a better alpha. Sorry to be skeptical, but they have to be more convincing.

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Shirley

8h ago

Ya, I get your skepticism. Parkway is defensive but the yield is quite meh, while CICT and MLT still have real cyclical and China risks, so MIT feels like the more convincing pick for now.

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1M45

1d ago

Because everybody know parkway life reit is defensive, therefore we are paying a premium price for it. The yield often hover between 3 to 4%p.a. but the dividend payout have been growing over the year.

CICT is semi-defensive because of its suburban mall. The office and prime retail are cyclical. Also most of the properties are located in Sg thus less subjected to FX risk.

MLT is totally not defensive. Subject to market cycle and fx risk. People think is safe just because its blue chip status.

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Leslie Hoalian

1d ago

Only a diversified approach can help you cope with inflation. Since the Real Estate Investment Trust...

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