Kenny_Loh

SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.

    • Kenny_LohKenny_Loh
      ·09-09

      Singapore Healthcare REITs: First REIT vs Parkway Life REIT

      Singapore’s healthcare REIT segment provides investors with exposure to healthcare-related properties, with both First REIT and Parkway Life REIT showing a strong focus on the healthcare sector. Based on the comparison data, $First Reit(AW9U.SI)$ derives 97.7% of its portfolio from $ParkwayLife Reit(C2PU.SI)$ has 100% healthcare exposure. However, the two REITs present very different investment profiles. First REIT offers a significantly higher yield and trades below NAV, while Parkway Life REIT has lower gearing and stronger year-to-date performance but trades at a substantial premium to NAV. This creates a clear contrast between a higher-yield, value-oriented profile and a more conservatively val
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      Singapore Healthcare REITs: First REIT vs Parkway Life REIT
    • Kenny_LohKenny_Loh
      ·09-01

      Navigating Singapore’s Data Center REITs: AI Growth vs. Macro Headwinds

      The generative AI boom, persistent cloud adoption, and tight supply constraints in core Asia-Pacific hubs continue to fuel the data center sector. Singapore's S-REIT market provides unique exposure to this digital real estate expansion—ranging from pure-play operators to diversified industrial giants. However, navigating the space requires looking past headline yields. High-density GPU workloads, grid power constraints, variable cost of debt, and geographical concentration create distinct risk profiles across individual counters. 1. Keppel DC REIT (SGX: AJBU) — The Blue-Chip Pure Play $Keppel DC Reit(AJBU.SI)$ Keppel DC REIT remains the marquee pure-play option for regional investors seeking targeted exposure. Tailwinds: Superior Balance Sheet
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      Navigating Singapore’s Data Center REITs: AI Growth vs. Macro Headwinds
    • Kenny_LohKenny_Loh
      ·08-09

      Beyond the "Beat or Miss": Why Singapore REITs Must Reclaim Forward Earnings Guidance

      When UI Boustead REIT recently reported its maiden financial results post-listing, the market's initial reaction followed a predictable media script: Net Property Income (NPI) had fallen 4.3% below its prorated IPO forecast. Predictably, short-term observers focused heavily on the variance. Yet a closer look under the hood revealed a remarkably resilient business. Portfolio occupancy improved meaningfully, the Japan assets achieved full committed occupancy, Singapore rental reversions remained firmly positive, property operating expenses came in below budget, and joint venture contributions exceeded expectations by a wide margin. The 4.3% NPI shortfall was driven almost entirely by two macro and operational factors: a weakening Japanese Yen and a minor delay in lease commencement at one Ja
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      Beyond the "Beat or Miss": Why Singapore REITs Must Reclaim Forward Earnings Guidance
    • Kenny_LohKenny_Loh
      ·08-05

      Live Recap 2: The Sleep-Well Portfolio — Kenny Loh's Framework for Allocating to Singapore

      1. Live Review Introduction Live Review>> Tiger Brokers livestream hosted by Vyann, featuring Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer, and Edward Pye, Intermediary Distribution Director at Amova Asset Management. Together, they marked Singapore's Straits Times Index crossing the 5,000-point milestone, unpacking what's driving the rally, how far it could still run, and how to actually build it into a portfolio. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Tod
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      Live Recap 2: The Sleep-Well Portfolio — Kenny Loh's Framework for Allocating to Singapore
    • Kenny_LohKenny_Loh
      ·08-05

      Live Recap 1: Singapore's Quiet Rally — Inside the Road to the 5,000 STI Milestone

      1. Live Review Introduction Live Review>> Tiger Brokers livestream hosted by Vyann, featuring Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer, and Edward Pye, Intermediary Distribution Director at Amova Asset Management. Together, they marked Singapore's Straits Times Index crossing the 5,000-point milestone, unpacking what's driving the rally, how far it could still run, and how to actually build it into a portfolio. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Tod
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      Live Recap 1: Singapore's Quiet Rally — Inside the Road to the 5,000 STI Milestone
    • Kenny_LohKenny_Loh
      ·07-30

      Live Recap 4: Building Your Global AI Portfolio — Public Markets, Private Funds, and ETFs

      1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
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      Live Recap 4: Building Your Global AI Portfolio — Public Markets, Private Funds, and ETFs
    • Kenny_LohKenny_Loh
      ·07-30

      Live Recap 3: Inside the SGX AI Value Chain — The Picks-and-Shovels Strategy

      1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
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      Live Recap 3: Inside the SGX AI Value Chain — The Picks-and-Shovels Strategy
    • Kenny_LohKenny_Loh
      ·07-18
      Good summary from the live stream webinar "How to Build a Dividend Portfolio to Pay your Bills"

      What I Learned from Kenny Loh: Building a Dividend Portfolio to Pay Your Bills

      @My_Market_Diary
      Hi Tigers! 👋 Yesterday, I listened to another insightful sharing by @Kenny_Loh, SGX Academy trainer and founder of REITsavvy, on how to build a dividend portfolio to pay your bills. Live recap: (Review Link>>) First of all, thank you Kenny Loh for the impressive sharing. What I appreciate most is that his strategies are not based on guesswork — they are supported by numbers, data, and practical calculations. As someone who is more comfortable with maths, I’m naturally cautious about volatility and uncertainty. Kenny’s years of experience helped turn complex investing ideas into structure
      What I Learned from Kenny Loh: Building a Dividend Portfolio to Pay Your Bills
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    • Kenny_LohKenny_Loh
      ·06-23
      The framework of building a Diversified ETF Portfolio.

      SGX ETF 26H2 Playbook — Building Asia Exposure with Growth, Yield & Discipline

      @TigerClub
      Speaker: Kenny Loh @Kenny_Loh (Wealth Advisory Director & REITs Investment Expert) Live Date: June 16, 2026 ( Review Link>> ) 🎯 3 Key Takeaways SGX ETFs are portfolio building blocks. Investors can use them to access local blue chips, regional tech, real estate, and defensive income exposure through one market. Allocation comes before product selection. Growth, yield, and balanced investors need different ETF mixes, not the same “one-size-fits-all” portfolio. Execution discipline matters. Limit orders and proper trading windows can help investors reduce slippage and
      SGX ETF 26H2 Playbook — Building Asia Exposure with Growth, Yield & Discipline
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    • Kenny_LohKenny_Loh
      ·06-15
      See you guys at the live stream!

      Unlocking Asia’s Growth: Architecting Wealth with SGX ETFs

      @TBlive
      📅 Date: 16 June 2026 (Tuesday) 🕐 Time: [19:00-20:00] 📍 Where: Tiger Brokers SG Live Stream Why This Matters Now Singapore's ETF market is on fire. SGX ETF assets under management just crossed S$19 billion—a record high—while ETF turnover surged 172% year-on-year in early 2026. The $Solidion Technology Inc.(STI)$ has broken above 5,000 points for the first time, and retail participation is at a 13-year high. Whether you're looking to ride this momentum or protect your wealth from inflation, ETFs are the smartest vehicle to do both. What You'll Learn 🔹 The 4-Bucket Asset Allocation Framework Learn how to
      Unlocking Asia’s Growth: Architecting Wealth with SGX ETFs
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