The Inflation Surprise, the REIT Recovery Case, and the Bank Tension | SGX Daily Pulse 26 Jun | EP1673🦖

Everyone in that room heard the same thing, “S-REITs are a screaming buy again,” and most walked out thinking higher yield means safer income. I walked out thinking the opposite, the 390 basis point spread is real, but the way the pros want you to act on it looks like a trading game dressed up as retirement comfort. The ETF wrapper, the 6 percent “indicated yield,” the buy the dip playbook, all of that works beautifully if you are running a book, not if you are trying to fund your next 20 years of CPF and SRS withdrawals.

📺 YouTube: https://youtu.be/zKiiCKnj_Jc

📩 Substack: https://investingiguana.com/p/the-inflation-surprise-the-reit-recovery

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