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My views on REITs (Guest Appearance)

August 22, 2019 By KK

I was recently contacted by Kevin Shee, an entrepreneur and investor from Hong Kong via Facebook. Apparently, he found me through my Prime US REIT article on DrWealth. We chatted a few times about S-REITs and he thought it would be great if I were to share my views on his podcast, the Kevin Shee Show. The Kevin Shee Show is a relatively new podcast about entrepreneurship, investing, technology and other topics.


I sat down with him on National Day over Skype to talk about a variety of REIT related topics on his podcast. Here it is for your listening pleasure:

The podcast is also available on Itunes, Spotify, Andriod and Castbox.

Discussion topics

We discussed a wide variety of topics that I may or may not have written about in the past. If you want a crash course on certain REIT topics or just want to hear my drawling voice for the first time, have a go.

Some time stamps indicated by his website if you are interested to know what we talked about:

  • 02:53 – KK’s introduction and background
  • 04:43 – Specific REITS you should invest in
  • 09:24 – Investing in Singapore REITS through USA listings
  • 11:47 – The pros and cons of physical property vs. REIT
  • 12:09 – “The main thing that I like about REITS over physical property is that it is easy to manage.” – KK
  • 15:31 – How to know which REIT to invest in
  • 19:49  – Big REIT and small REIT comparison
  • 20:11 – “All REITs are good at the right price.” – KK
  • 23:05 – Diversifying your REIT investment portfolio
  • 26:14 – When should you sell the REIT

Some Clarifications

On hindsight, I don’t think I did a good job at explaining when a rights issue / equity fund raising is accretive to the REIT. It is a complicated topic that involves a lot of math to determine if a rights issue is accretive or not. As such, I slipped up when I tried to explain it in layman’s terms.

For a clearer explanation, I will reproduce what I’ve written in my Why Size Matters for REITs article about cost of equity:

If a REIT issues units at a price where new units are priced at a premium to book, which implies a lower yield cost, the deal is likely to be accretive. This is because you are issuing equity at a low cost to buy a property that is likely to yield more.

I thank Kevin for having me on his podcast.

Do let me know your thoughts if you agree or disagree with my views on the podcast.

PS – I’m not pictured in the thumbnail for the podcast to maintain some privacy 😛

Happy Hunting,
KK

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Filed Under: Featured Posts, Invest, REITs Tagged With: Real Estate Investment Trusts (REITs)


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