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Continue reading →: Retail Selling, Institutions Buying Parkway Life REIT – Which Side Should You Be On?
[Watch this on YouTube too!] Hey there, fellow REIT investors! You know something strange is happening when one of Singapore’s most dependable REITs—Parkway Life REIT—is quietly seeing $18 million of institutional inflows… But at the same time, retail investors are pulling out $21 million. Source: SGX Research; Bloomberg data (as…
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Continue reading →: REITs Flat in 2025? Only If You Weren’t Paying Attention
[Watch this on YouTube too] Hey there, fellow REIT investors! If you’ve been holding REITs in 2025… you probably haven’t felt much excitement. By the halfway mark this year, the CSOP iEdge S-REIT Leaders index ETF is down around 5%. But when you include dividend yields—which are still averaging close…
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Continue reading →: REITs Falling For The Wrong Reason – 4 REITs Riding the Interest Rate Trend!
[Also watch this on YouTube!] Hey fellow REIT investors! If you’ve been watching the REIT market lately, you might be thinking, “Here we go again—REITs are falling. Maybe interest rates are spiking again?” And you wouldn’t be alone. Because over the past two weeks, Singapore REITs have been sliding. Even…
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Continue reading →: Positioning For A Diversified China Portfolio: Tech + 6% Yield (NOT REIT!)
[Listen on YouTube and Spotify too!] Hey fellow investors! I know many of us have been watching the headlines lately — and a big trend I’ve noticed is this: more investors are pivoting away from the US, and shifting attention toward China and Europe. Now, I know China isn’t the…
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Continue reading →: 2 REITs I Bought, And 2 I’m Eyeing in May 2025
[Listen to this on Spotify and YouTube as well!] Hey fellow REIT investors! Today, I thought it’d be a good time to share something a little different — the two REITs I bought during the recent downturn, and the two REITs I’m still looking to buy this month, in May…
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Continue reading →: Treasuries to the Rescue? Why I’m Less Pessimistic About the Stock Market Now
[Also watch this on YouTube!] Hey fellow investors, in my previous post — the one right after the market started bouncing back from the tariff bombshell — I said I wasn’t chasing the rally. That post came just days after Trump’s tariff announcement on April 4, which triggered a sharp…
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Continue reading →: Is CLCT’s China-REIT the Panacea We’ve Been Waiting For?
[Listen to this on Spotify and YouTube] Hey fellow REIT investors! If you follow CapitaLand China Trust or CLCT like I do, you’ve probably seen all the excitement around their latest announcement — the launch of CapitaLand Commercial C-REIT, or CLCR in China. During their AGM, 70% of the questions…
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Continue reading →: The ONE Singapore REIT Morningstar Loves… But I’m NOT Buying
[Watch this on YouTube as well!] Hey fellow REIT investors! You all know I love digging into what the big research houses are saying — definitely not to follow their advice blindly, but to see where their thinking lines up with mine… and where it doesn’t. Recently, I came across…
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Continue reading →: Markets Are Recovering, But I’m Not Chasing This One!
[Listen to this on Spotify and YouTube too!] Hey fellow investors! The markets have rebounded from their bottom two weeks back! The S&P 500 has already rebounded more than 6%. Most Asian and European markets have recovered as well – Singapore’s Straits Times Index or STI has rebounded almost 10%…
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Continue reading →: Falling Singapore Interest Rates = Rising Hope for REIT Investors?
[You can listen on YouTube too] Hey fellow REITs and dividend investors! With all the drama surrounding the global markets recently — tariffs, volatile interest bond markets, and falling tech stocks — something quite significant has happened right here in Singapore… and it’s gone almost unnoticed. The latest 1-year Singapore…














