I'm NOT BUYING THIS REIT YET even though it gives 6% DIVIDENDS... | Mapletree Logistics Trust MLT
Тәжірибелік нұсқаулар және стиль
Today you'd get a new breakdown of this REIT Mapletree logistics trust which is one of Singapore's biggest logistics reits. It currently pays more than 6% in dividends but I'm still not buying yet because it seems it's china assets need more time to recover.
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0:00 Introduction
0:20 Biggest logistics reits
2:30 DPU growth
4:28 Debt for Mapletree logistics trust
7:06 Lease expiring in China
8:44 Drop in DPU
#reits #investing #dividend #sreits
We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
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Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.
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Пікірлер: 34
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Thx for your effort!
@joshconsultancy
Ай бұрын
🙏🙏
Thank you for sharing your view especially Mapletree Log trust which I have held for 2 years 😊🙏🏻
@joshconsultancy
2 ай бұрын
No probs. Hopefully the china part is not as dire as I fear
@MabelFoo-li9zd
Ай бұрын
@@joshconsultancyWAIT THIS SONG JUST CAME UP WHAT DID THEY MEAN FOR THIS MAN LIKE WHY 😊😊😊😊😊😊😊
Very good video. Can you talk about Ascendas too?
@joshconsultancy
Ай бұрын
Ok smash the subs and stay tuned 👍
Hi Josh, very good analysis on MLT. I just bought into AA Reit which has a decent yield of 7.5%. Much lower gearing and less Fx exposure. Oni has a weak biz park which forms 3% of portfolio.
@joshconsultancy
Ай бұрын
Thanks Ivan, AA reit DPU dropped over time, im not sure if they can reverse it
I thought you were advocating mapletree logistics REIT earlier
@joshconsultancy
Ай бұрын
Mapletree industrial. I own that. In this research I realized the uncertainty of the chain assets in rental for the upcoming period. MLT is the still best logistics reit imo.
Also, don't buy REIT relating to Lendlease as well - they will be pulling out of Asia and planning to sell off their existing business lines over the next 12 to 18 months. For those still holding it - it is better to release early so as to cut down further loses.....
@joshconsultancy
2 ай бұрын
Hmm? Haven’t seen news of it
@fb64578
2 ай бұрын
@@joshconsultancy It's not out in the new yet! side info
@money3ss
2 ай бұрын
@@fb64578it’s 55c let track its future from now
@user-gm7du2ms7v
2 ай бұрын
Report him, insider trading.
@jaffarz
2 ай бұрын
Maybe potential divestment gains?
I am a buyer at this price. China's bad news is already priced in. If 2025 DPU forecast is accurate, then it still represents 6% yield, which is a good yield to hold on to while I wait for the expected rate cuts to play itself out over the next 18 months. In addition the Chinese property market woes seem to have hit bottom. I expect it to stabilize and recover over the next 2-3 years. Therefore in totality, my view is the benefits outweigh the risks. As a dividend investor, I don't try to time the market for a perfect entry. My investment horizon is at least 5-10 years. What happens in the next 2-3 quarters doesn't really matter. So I'm happy to buy, hold and get paid decently while I wait for the recovery.
@joshconsultancy
16 күн бұрын
No probs, pov noted
So what are you saying? None of the logistic reits that you mentioned should be bought at this time?
@joshconsultancy
2 ай бұрын
MLT is arguably the best of the logistics reits. But as of this moment there is China lease renewal uncertainty. Singapore malls are inching rent up and much easier. Data centres are new economy assets. Personally I prefer them. Hope it clarifies
No industrial REIT for me. Only retail
@joshconsultancy
2 ай бұрын
I like some of our top malls too =)
@Lancer21899
2 ай бұрын
RTS start all flock to JB mall.
@money3ss
Ай бұрын
@@Lancer21899 there's definitely the risks
@money3ss
Ай бұрын
@@joshconsultancy everyone has own preferences and thus the outcomes for better or worse.
Hope japan will not make any move to help Philippines and Taiwan island. Russia is watching Japan.
Logistics is will be a bad hit. The geopolitics is getting bad to worse. War in Europe is just standing at the edge. Philippines is also at the edge of having war with China. This is what US want. This will help to pump the money back to US.
@sebastianlim3447
Ай бұрын
Logistics business is needed whether there is war or peace. People still need to eat, US or China still need to import or export. Pump money is done through US $ exchange rate. When US interest rate is high, it will attract people to buy USD or buy US Treasuries
@chikinhsieh1503
Ай бұрын
@@sebastianlim3447 if there is war shipping will be stop. Just like what is happening in middle east.
@chikinhsieh1503
Ай бұрын
@@sebastianlim3447 is a South China Sea, it will cut off north Asia.