Many things happened in 3Q 2018 in the non-REITs space for me.

Mr. Market made me many attractive offers and I was hard pressed to take advantage of all of them in a meaningful manner.

This is why having a war chest, big or small, matters.

Without a war chest, we would not be able to take advantage of Mr. Market’s pessimism.

Even with a war chest, we would have to decide how to allocate our limited funds.

So, what did I do?

If you have not read the earlier 7 parts by now, here are the links:

1. Centurion.

2. RHT.


4. SingTel and CDG.

5. Accordia Golf Trust.

6. QAF.

7. APTT.

Please remember that I am just talking to myself, as usual.

What works for me might not work for you.

Remember not to bite off more than you can chew which means

1. Don’t use money you should not be using to invest with


2. Don’t invest so much money that you worry all the time …