Often we have a list of Reits in our radar. The more savvy one may probably just choose one. To mitigate risk, I tend to have them with different proportions. The question will be how do we apportion them.
Here today I have 4 of them to think about. Namely, Ascendas Reit, Mapletree Ind Trust, Frasers Com Trust & iReit Global. As usual my investment decision is agar-agar. They are all quality reits in my opinion.
There are few key notes in my head. Singapore is near recession whereas US market are still relatively strong. AR has weakening AUD earning – Australia exposure. MINT recently has rather good bargain on US Data Centers in-addition to what they have. Stronger USD helps too. Ascendas has future earning from Grab building and recent Australia acquisition. AR is largest locally. MINT may have impact from HP Inc downsizing concern as this maybe a risk depending on their