The increasing demand for yield hunt, in particular the S-Reits has grown even stronger in recent months, leading to further yield compression. As of current price, we have now seen more and more Reits falling below into the <6% category. I remember just a year ago, most S-Reits are easily in the 6% yield category. Now, we can almost only see a few of them. Are we going to see yield or stock price go south first?



I think the euphoria for S-Reits have become very evident. You have lots of new investors asking which Reit is a good buy now or is this Reit still a good buy now. The answer at most times vary. But one thing is that if you are only thinking of entering Reits now at current price, then it'll be a "watch and pick" from here. To me, the risk reward is very unfavorable but ......