Why Ireit?

In my last post, I mentioned that I bought Ireit and UOL on Monday. Some asked why Ireit ... I have Ireit on my portfolio for years already.  Hence, my purpose for buying it was to accumulate and my entry point was around 70 cents. It would help me to average down my cost. Bulk …

CRCT dividend yield range has been Amazingly consistent over the years

With a bit of time on hand this weekend, I went though the annual reports of Capitaland Retail China Trust (CRCT) for the last few years to collect the yield data. Below is a plot of CRCT historical dividend yield. As you can see, the "trading range" of CRCT's yield has been very consistent over …

Dangerous to buy based on yield

When I mentioned that Capitaland Retail China's 7.7% yield was attractive in my previous post, one reader rightly pointed out that it is "dangerous to buy based on yield". I cannot agree more. I hope NONE of you will go away with this idea after reading my blog that we should only look at dividend yield …

CapitaLand Retail China, my latest target!

Capitaland Retail China (CRC) at the current price is now my latest target. This conclusion is based on my evaluation of the current yield of selected Reits relative to the last 3-5 years historical yield performance. See chart below. In my "similar" post last month, I mentioned I was attracted to Starhill Global Reit (SGR) at 66.5 …

Starhill Global a BUY based on Historical Yields Analysis and Reversion to Mean Belief

At the bottom of this post is a chart that I have made to show where the current yield of some of the SReits lies on the spectrum of their past 3-5 years historical yields. Although most of the SReits are off their recent highs, their current yields are still within the lower half of …

I track, I watch, I move on SGR

A warm welcome to 4 new subscribers who joined us since the last blog post. Thank you! For regular readers of this blog, you would know that I believe in using "reversion to mean approach" to determine my buy price for Reits. And Reits is a major component of my portfolio since I am an …

Alternate REITs Buy Trigger = Reversion to Mean Dividend Yield

First, I like to wish all my Chinese readers a very Happy New Year, 祝你 恭喜发财, 万事如意,  身体健康! A week has passed since the shocking week and guess what, the US stock markets have turned around and now marched steadily and confidently forward despite the 10 years Treasury yield rising to recent record levels which was the …

Reversion to Mean using Net Asset Value

Contributed by: Warriortan, #investforyourself, #reversiontomean Last week, I published a blog around the use of Reversion to Mean methodology on Dividend Yield to determine entry and exit price for Reits Investments. To my surprise, it was hugely popular and it received the highest number of views I ever have for a single post. Thank you …

Using Reversion to Mean for Reit Investments

Contributed by Warriortan, #investforyourself In a recent workshop, I came across this theory of applying the concept of "Reversion To Mean" to equity investments. I felt that it made logical senses and since then, I have added this as an additional tool to my toolbox to investing. So what is "Revision-to-mean" concept? According to Investopedia, …