For many retail investors, it is usually the mouth-watering yield offered by S-REITS that first catch their attention. It is well known that REITS as an asset class provides one of the best dividend yields in the market. For Heartland Boy, he was first attracted to REITS as he was tasked to build a dividend portfolio for Heartland Girl. Based on Heartland Girl’s investment profile, she prefers investing in equities with low beta and high dividend yields. (nothing wrong with that though)  This kick-started a journey whereby Heartland Boy started to learn the fundamentals of the REIT industry, as well as the very complex jargon often used in this sector.

Heartland Boy finally purchased his first REIT/Business Trust, i.e. Croesus Retail Trust, in June 2015. That obviously has a very happy ending, with Heartland Girl happily cheering at the privatization price. Incidentally, when Heartland Boy did his mid-year 2017 …