Merlin Spear
07-09
Replying to @Star in the Sky:What's cycle play?//@Star in the Sky:Investment in REITs shouldn't be long term. There is always a cycle for REITs. I do invest in REITs like :  MIT, keppel DC, Capital land investment and capital Ascendas but I don't hold them for long term. I always unlock my profit as when the capital gain hits around 8-15% during the cycle play.
Many people out there always say hold for long term as passive income.... how many of them have seen their capital melt down...
S-REITs 52-Week Highs! Dividend Kings or Value Traps?
In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows. Which of these high-performing REITs do you believe still have room to grow in the second half of 2025? With retail investors buying and institutions selling, whose side are you on and why? Compared to equities, do S-REITs lack growth potential? What percentage of your portfolio would you allocate to REITs?
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Comments

  • Star in the Sky
    07-11
    Star in the Sky
    the word " cycle" is equivalent to the word " rotational" play.. most of the shares have their period of trading.
    eg Energy related, high demand during winter season, energy stocks will see a good gain. For REITs, after earning season, or when markets are in the bull run, investors will unlock from REITs to reinvestment into high performaning
    stocks..
  • Merlin Spear
    07-12
    Merlin Spear
    So the cycle play ure referring to in ur comment is?
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