First REIT: Buy Now, Says PhillipCapital | The Investing Iguana π¦
π© Join Iggy the Investing Iguana as he dives deep into the world of REITs and analyzes PhillipCapital's recent "buy" call on First REIT. In this video, we break down the key reasons behind PhillipCapital's bullish stance, including First REIT's expected 12.5% DPU growth, attractive 8.9% distribution yield, and potential catalysts like accretive acquisitions and positive rental reversions.
We also discuss the challenges First REIT has faced recently, such as the restructuring of master leases and divestment of properties in Indonesia, and how these have impacted its unit price. Additionally, we explore the importance of having a strong sponsor like OUE Lippo Healthcare and how it can support First REIT's growth through a pipeline of assets for acquisition.
While PhillipCapital sees upside potential in First REIT, we also highlight the key risks to watch, such as the pace of recovery in medical tourism in Indonesia and Malaysia, which could impact First REIT's hospital assets in those countries.
Whether you're a seasoned REIT investor or just starting your journey, this video will provide you with valuable insights and a clear understanding of First REIT's current situation and future prospects. Don't forget to like, share, and subscribe to The Investing Iguana for more in-depth analysis and expert opinions on REITs and other investment opportunities!
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π₯ Remember, always conduct your own research and consult a financial advisor before making any investment decisions. Happy investing, and see you in the next episode!
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