SGREIT Champ
2022-02-10

Problem with a strong SGD is....REIT dpu's paid out in the SGD will be lower since rentals collected are in foreign currencies.

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Comments

  • Evey77
    2022-02-10
    Evey77
    Is it a good time then to add the foreign reits like $MANULIFE US REIT(BTOU.SI)$ and $Cromwell Reit SGD(CWCU.SI)$?
    • Evey77: 
      Thanks for sharing your perspective! I have some cromwell purchased last year that is in the reds. Was wondering if I should DCA…
    • SGREIT Champ: 
      I’m not too in favour of MUST, because of the props she holds. I’m currently holding Cromwell. The Euro will be strengthening soon!
  • SGREIT Champ
    2022-06-18
    SGREIT Champ
    Sorry for replying late. I won’t be adding Manulife USR, but might add Cromwell Euro REIT rwhen he European Ctrl Bank (ECB) is abt to stop hiking rates. The ECB will be lifting-up by this mth or July.
  • SGREIT Champ
    2022-02-10
    SGREIT Champ
    SGD strengthens, dpu affected negatively. If rental payment by MUST & CEREIT have an inflation or CPI-linked rental escalation every year. If they do, this will offset the conversion weakness.
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