聊聊 REITS

teamaker · 发表于 5-4-2021 10:03:58|来自：新加坡

teamaker 发表于 25-11-2020 13:50
今日再次入手海峡指数及 REITs 指数。算是2020收官行动。记得从今年三月就一直积累这两个产品。一路看他们 ...

指数又冲击新高了。

千股涨停 · 发表于 5-4-2021 11:11:58|来自：新加坡

继续持有reits+银行股，抱着下蛋的母鸡不撒手

farma · 发表于 23-4-2021 11:52:16|来自：新加坡

千股涨停发表于 4-2-2021 16:38
增发没问题，但是不能乱增发，例如first reit那种方式。

哎，中了大坑，增发的权利真是鸡肋，用吧-深套，不用吧，买不了钱。。。那就一个郁闷

teamaker · 发表于 25-4-2021 14:26:47|来自：新加坡

本帖最后由 teamaker 于 25-4-2021 14:31 编辑

REITs 基本指标判别
Gross revenue 毛利 – higher is better
Net property income 净利 – higher is better
Amount available for distribution 可分配红利 – higher is better
Distribution per unit 每股红利 – higher is better
Distribution yield 分红率– higher is not always better, lower is not always worse. I would personally invest in REITs with 6 to 7% yields. Selectively, I would consider those with higher or lower yields than in that range.
Gearing ratio – higher is not always better, lower is not always worse. However, lower is usually better. REITs on average have gearing ratios between 32% to 36%.
Interest rates charged by banks to the REIT – lower is better
Rental reversion – positive and higher is better
Weighted Average Lease Expiry – higher is not always better, lower is not always worse.