What are the REITs in Syfe’s REIT+ portfolio?

Hi Anon, thanks for your interest in our REIT+ portfolio and I'm happy to share more. In essence, there are 15 REITs in the REIT+ portfolio including Ascendas REIT, Mapletree Commercial Trust, CapitaLand Mall Trust, Suntec REIT, Keppel REIT, Parkway Life REIT, and more quality S-REITs.

There are several advantages to investing in REIT+.

1) There is no minimum investment, and you gain instant access to 15 S-REITs in one diversified portfolio without the many frictions associated with buying REITS individually such as time spent in researching each REIT, brokerage costs, rebalancing and dividend reinvestment costs. With REIT+, our fee starts from as low as 0.4% per annum.

2) You have the option of choosing quarterly dividend payouts or having dividends reinvested automatically at no extra charge. You can dollar-cost average into the REIT+ portfolio, increasing your REIT assets month by month without incurring further brokerage costs.
3) REIT+ aims to provide Singapore investors with a high-yielding REIT portfolio balanced against the risk of a severe portfolio loss during turbulent markets. That’s why a portion of the portfolio is allocated to Singapore government bonds (through the ABF Singapore Bond Index ETF) to cushion your portfolio impact during adverse market conditions. Our proprietary ARI algorithm also manages the risk in your REIT+ portfolio to defend against rising market volatility and provide higher risk-adjusted returns.

Of course, for investors who have a strong view on individual REITs and who know how they fit with their investment objective, investing in “self-picked” REITs can be a good choice. But for investors who have no time or inclination to select and research REITs, REIT+ is a hassle-free and low-cost option to start investing in real estate. ​​​

Its a hands free approach to instant diversification into reits. You will also not need to rebalance as everything will be done for you. One thing to note is the fees.

They are the first in the market who provide a basket of REITS (not REITS ETF) in a portfolio.

Its good for people who don't want to manage those rights issue, merging, etc...and you can save on the transaction fees but you pay management fees of your AUM.

So its kind of something new hence many ppl talked about it.

They don't have min investment amount, good for beginners and those with small capital amount to start REITS in their portfolio.

Snapshot of my syfe reit portfolio as of today:

specific to this reit+ portfolio:

pros:

spread out over sectors and geography

big names reits, good management

SGD denominated. no forex risk.

cons:

did not specify whether the 15 reits are fixed or it can be added or reduced as and when required.

dont like the inclusion of bond fund inside

whether is it worth it, depends on your desired returns and also whether do you have time to study individual stock or index.

https://www.businessinsider.sg/syfe-launches-re...

the above article reported that backtesting shows 5 years generated 9% yield, whereas S&P500 returns was ~12%.

if you know how to pick stocks or index, picking individual reits may outperform syfe reit index.

but as with robos and robos portfolio, the idea is in the low starting capital, the flexibility (no lock up period), low fees and auto rebalancing.

i see reits generally as "safer" investments due to the regular dividend payouts. don't think it will continue to run like the past 1-2 years. personally, the run up was probably due to interest rates cuts. so, if in future central banks increase rates reits interest expenses may increase.

hope this helps.