tag:blogger.com,1999:blog-831661957694056827.post847617857077869418..comments2023-11-02T19:29:05.886+08:00Comments on S-REIT Investment Blog: Analysis of Soilbuild REITjc.education.sghttp://www.blogger.com/profile/14204356555965121308noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-831661957694056827.post-49181241615728886192016-11-16T10:15:27.218+08:002016-11-16T10:15:27.218+08:00Hi Siang,
You seem to have great information abo...Hi Siang, <br /><br />You seem to have great information about SBReit. I'm vested and I'd like to hear more from you.<br /><br />Come over to www.investingnote.com and we can start a new discussion!<br /><br />Regards,<br />Yoke MingAnonymoushttps://www.blogger.com/profile/12425320543376113626noreply@blogger.comtag:blogger.com,1999:blog-831661957694056827.post-77769426114388122252016-10-20T00:26:24.873+08:002016-10-20T00:26:24.873+08:00SBREIT and VIT might be better plays if you are th...SBREIT and VIT might be better plays if you are thinking of getting onboard the REIT bandwagon. Even BNP and Samsung have alr joined in. SSREIT has been having falling DPU for the past few quarters, and they do Islamic financing, which may be difficult to compare with its peers. VIT and SSREIT are trading at a discount because VIT has had a low occupancy esp since its focus is on business parks (which traditionally has had a lower occupancy rate compared to factory space and warehouse space). But with improvements in its VBP project, occupancy may improve further, leading to closing of the P/B gap. SBREIT on the other hand has had difficult times because it had quite a few O&G tenants affected by the low oil prices. But mgmt has since taken good proactive measures to mitigate. Also, oil prices are now on the rise, so hopefully the tenants can perform better in the near term. Your 'analysis' has room for further improvement. Anonymoushttps://www.blogger.com/profile/13224833919101676045noreply@blogger.com