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Welcome to my investment blog where I share with you my analysis of REITs in Singapore.

I hope that my investment philosophy will bring me a steady stream of income apart from my job. I am aiming for at least $3,000 per month which can sustain the current expenses of myself and my family.

Do enjoy reading my blog and post any comments that you have. I welcome them because it is a time to learn from each other.

When I am looking at investing in REIT, here are some of the guidelines that I am looking at. Feel free to comment on it. I am willing to listen to ideas.

-> at least 8% yield.
-> Price that is lower than its NAV.
-> Low gearing (if possible)
-> High secured NAV.

Current Dividend income is $3,800/month.

Wednesday, February 10, 2016

Analysis of Saizen REIT - Details from Circular on 5th Feb

Hi everyone,

Saizen REIT has published a circular detailing on the process that they will take for the sale to take place. Here are the details

Current Price = $1.09

Special Distribution = $1.056 (By 21st April 2016)
Retained Distribution = $0.09 (By 31st Dec 2016)
Dividend Distribution = $0.039 (Estimate 8 months from July 2015)
Total = $1.185

The catch is that the retained distribution may be used for repairs by the buyer which means we may not get the retained distribution. Thus, we are looking at $1.095 if all the retained distribution is used up.

Therefore, here is the deal. If all the retained distribution is used up, we are looking at 0.47% return from now which is equivalent to the returns of a savings account. If all the retained distribution is given to us, we are looking at at 8.68% return from now which is equivalent to a one year REIT investment with a guarantee in capital. Well, is this good for you?

I am vested with 21,000 shares. I bought 11,000 shares at $0.93 just before they announced their take over so I am going to enjoy a larger earnings. Another 10,000 shares is bought at $1.09 which will follow this formula which I have written here. Will follow through all the way to see whether I can earn the potential returns.

11 comments:

  1. What would happen to the REIT though. Delist? Or just be a non producing stock in SGX?

    ReplyDelete
    Replies
    1. Hi unluckid,

      It will delist, liquidate and return all cash to shareholders

      Hope it helps.

      Delete
    2. I see..thanks for the info! :)

      Delete
  2. hi sir, i also got 3 lots at 0.945 ... u also suggest that we hold all the way instead of selling now too?

    ReplyDelete
  3. Hi there,
    Could you explain what happened on 11Mar? Saizen dropped all the way till 0.08.

    ReplyDelete
    Replies
    1. They distribute their capital of $1.056 after selling their entire portfolio of properties.

      Delete
    2. Thank you for your sharing. Any idea what will happen after they distribute the capital? Will there still be dividend distribution?

      Delete
    3. There should be one more which is about 9 cents. After that, they will close shop.

      Delete
    4. after close shop can we still sell the balance price , example 0.08?

      Delete
    5. Hi, will there be another dividend distribution later in the year? Not the retained money from the sale, but dividend from rental earnings

      Delete
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    ReplyDelete