How Over Diversification Lowers Risk-Adjusted Returns

The Hong Kong Book Fair, which takes place in July every year, is the major publishing event of Hong Kong. Last year, my first book on REITs was fortunate to have won a publishing award at the Book Fair’s Hong Kong Biennial Award.

Why You Need To Diversify Your REITs Portfolio Now

When Australia’s Property Funds Association held its annual meeting in April, the conference title was “New Horizon: Exploring property opportunities”. As traditional real estate classes have rallied in the last several years, some institutional investors and their real estate asset managers are now looking to invest in other real estate classes, such as student housing, multifamily, and healthcare. These alternative asset classes provide additional yield, but more importantly, they have the ability to become institutionalised over the next investment cycle.

Why An Asia Pacific REIT Strategy Makes Sense For Singapore Investors?

As we have discussed in this column several months ago, Singapore’s real estate market seemed to have turned the corner in 2017. The enbloc transactions of residential projects suggest that developers are interested in accumulating their land bank again, and the early signs of office rental increases suggest that the general real estate market has reached an equilibrium point. As such, we have suggested that REITs and other forms of real estate may begin to see positive performance in 2018.

How Is Technology Impacting Inflation?

After the US published surprisingly robust data for unemployment and hourly wages in early February, the global stock market recorded a quick sell-off. At its trough, the Strait Times Index had a month-to-date fall of 4.5 percent, and other markets, especially the Greater Chinese bourses, had sharper falls. Hong Kong, for example, recorded its sharpest weekly fall in history when the Hang Seng Index fell by about 10 percent. In Hong Kong, the fall has since then been nicknamed the “Black Week”.

Global Listed Infrastructure Securities – Alternative Instrument For Steady Income Stream

Even though the current interest rate upcycle started in December 2015, the current interest rate environment remains benign. As of January 2018, there have been five increases, and the market expects another three increases this year. The long end of the curve, measured by the 10-year US government bond rate, likewise, is still benign and below the 2014 peak, even after the increase observed this month.
Singapore REITs

What Do Analysts Look At When Evaluating REITs?

Real estate investment trusts (REITs) are relatively transparent vehicles. REITs are required by law to hold mainly rental real estate and to distribute most, if not all, of its net income as dividends. It is ...