A Patron member recently posed this question (details changed slightly for privacy reasons):

I’ve been reading that some big name REITS like Mapletree and Capitaland valuations are getting very high and upsides are getting limited. Some are even selling to lock in profits first.

I’m a long term investor and funds in REITS are for retirement in 20yrs. Should I lock in the profit or just continue on collecting dividends. Some of my capital gains is around 20-30%.

And you know, that’s exactly the question I’ve been wondering myself after watching REITs tick higher every day.

I previously shared my thoughts in an earlier article but given that it’s been some time since, it’s probably warranted to do an update.

Long story short, REITs have gone up because interest rate expectations have come down. Because the recent US-China trade war has