-
Continue reading →: Data Centers Are Booming! What It Means for REITs and Hyperscalers?
Hey savvy investors! Today, we’re diving into the world of data centers, an industry that’s been making waves recently. But no, I’m not here to talk about Keppel DC REIT’s recent $1 billion acquisition of 2 data centers from its parent, which has gotten everyone talking. Other YouTubers have already…
-
Continue reading →: The One Thing Keeping Me Awake (Hint: It’s NOT Interest Rates)
Hey savvy investors! There’s a saying in investing: take care of the downside, and the upside will take care of itself. That’s why I’ve been laser-focused on the risks posed by rising interest rates, and more recently, the risks of slower pace of rate cuts on REITs. But today, I…
-
Continue reading →: Are the Risks of Mapletree Logistics Trust Spreading Beyond China? #SREITs
Hey savvy investors! Followers of ‘The Dividend Uncle’ website and YouTube channel will know that I talk a lot about Mapletree Logistics Trust, or MLT, and for good reason. It’s a fascinating REIT: growth-oriented thanks to the booming logistics sector, with a proactive management team that’s consistently recycling capital into…
-
Continue reading →: REIT Price Weaknesses: Brace for BIG Market Moves
Hey savvy investors! Today, I’m bringing you an off-cycle video aimed at providing a timely update on what I see as pivotal moments ahead for REIT prices. After the Fed’s 50 basis point rate cut in September, REITs rallied, with the CSOP iEdge S-REIT Leaders ETF jumping more than 16%.…
-
Continue reading →: TOP 5 Buy-and-Hold-FOREVER REITs – Survey Results #SREITs
Hey savvy investors! Today, we’re looking at the results of a recent poll I did on my YouTube channel. I wanted to find out which REITs you think are the best buy-and-hold-forever investments. These are the REITs that can serve as the bedrock of a portfolio, providing stable income over…
-
Continue reading →: RUN Before RTS Derails Frasers Centrepoint Trust’s Dividend Stream? #SREITs
Hey savvy investors, today we’re diving into a key issue looming over Frasers Centrepoint Trust (FCT or J69U): the upcoming Rapid Transit System or RTS Link connecting Singapore to Johor Bahru. With Causeway Point being FCT’s crown jewel, investors are wondering: Will this cross-border connection take a chunk out of…
-
Continue reading →: BEWARE: REIT ETF Dividend Yield May Be LOWER Than Reported (& This is What I Switched To)
Hey savvy investors, welcome back to ‘The Dividend Uncle’! Today, I have a crucial message for all of you who are thinking about, or already investing in, REIT ETFs. This post is not only for those who rely solely on REIT ETFs for passive income and diversification but also for…
-
Continue reading →: REITs DOWN on Slowing Interest Rate Cuts: What I’m doing right now
Hey there, savvy investors! Today, I want to address something that’s been causing some anxiety in the market. Last Friday, October 4th, we got some strong jobs data out of the US, and with it, interest rates shot back up. REITs, including the CSOP iEdge S-REIT Leaders ETF, fell by…
-
Continue reading →: Risks Ahead for Singapore Office REITs: What I Intend to Do? #dividendinvesting
Hey there, savvy investors! Welcome back to ‘The Dividend Uncle’, where we break down the latest updates on REITs and steady-income investments. Today, I want to give a quick reaction to some recent news that caught my attention: it seems like Singapore’s office market is starting to show signs of…
-
Continue reading →: 35% Surge for CapitaLand China Trust – Strategy Paid Off, But What’s Next?
Hey there, fellow investors! Welcome back to ‘The Dividend Uncle’, where we break down the latest in REITs and steady-income investments. Today, we’re revisiting one of my largest holdings, CapitaLand China Trust or CLCT for short. For a while now, I’ve shared with you that my personal analysis showed that…










