A Basket of S-REITs vs Straits Times Index Exchange Traded Fund (STI ETF)

The humble Singapore REIT.

If you had bought and held a broad basket of S-REITs 5 years ago and held them until today, your total return (including distributions) would have been an annualised 8.4%, blowing past the 4.4% annual return had you bought an STI ETF. Given the less than robust nature of the Singapore retail bond market, there is no getting around the fact that to build a core long-term portfolio as a Singapore retail investor, the S-REIT must form a cornerstone of your portfolio. 5 Key criteria to analyse when investing in REITs …

 

In this Article, I will set out a framework of 5 key criteria to analyse when investing in S-REITs.

REITs Report Card 10