This blog is in reply to Jerry Low's comment:
Hi Jerry,
Saizen REIT was not a shitty counter. It was just misunderstood and it was thanks to the misunderstanding that I was able to accumulate a sizable position relatively cheaply so many years ago.
In fact, I thought Saizen REIT had a very competent manager who ate their own pudding.
Of course, the REIT was a fantastic investment, as it turned out, for me and many other investors. I shan't say more since regular readers should be quite familiar with the narrative.
As for Sabana REIT, I did blog about it quite regularly for a few years as it was a big part of my S-REITs portfolio for the same number of years.
Although I agree that the REIT has a mediocre manager who strikes me as mostly self serving, to be fair, it was a ......