What’s your view on Syfe REIT+ in the long run? Good to DCA or lump sum in it?

Interesting detail infos

here:

https://www.reitas.sg/wp-content/uploads/2021/0...

I'm assuming you're considering S-REITs, so I'll structure my answer accordingly. Let's take a look at the alternatives to investing in REITs. They are mainly:

• REIT ETFs
• DIY

For S-REIT ETFs, you have:

• Lion-Phillip S-REIT ETF; Expense Ratio: 0.6%
• NikkoAM-StraitsTrading Asia Ex Japan REIT ETF; Expense Ratio: 0.6%
• Phillip SGX APAC Dividend Leaders REIT ETF; Expense Ratio: 1.08%

From a cost perspective, it may make more sense to invest in S-REITs via Syfe rather than DIY or via REIT ETFs. This is because:

• Syfe's management fee decreases as your investment amount increases.
• You'll incur commission when buying REIT ETFs and individual REITs (depending on the platform)
• Dividends can be automatically re-invested.

That being said, there are also other factors to consider such as:

• Geographies where the REITs are listed.
• Number of holdings
• Benchmark index (which dictates the allocation of the REITs)

I considered investing via REIT ETFs and buying individual REITs, but given my small investment amount, it was more cost-effective for me to simply invest via Syfe. It's also sufficiently diversified for me. So yes I plan to stay invested in Syfe's REIT+ for the long run.

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Here are some resources you can refer to:

• https://blog.seedly.sg/singapore-reit-etfs-guide/
• https://seedly.sg/posts/what-are-the-reits-in-syfe-s-reit-portfolio
• https://www.sgbudgetbabe.com/2020/05/is-new-syfe-reit-worth-investing-in.html