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Portfolio Review – My REIT performance
By Passive Income Farmer  •  May 25, 2020
So the long awaited black swan, in the form of the invisible coronavirus, has finally arrives... The event this year is unprecedented.  How could we ever imagine such things as cross-border travel and businesses would come to almost a complete halt? I have been through the Lehman brothers' crash, although my portfolio was very much smaller at that time.  My REIT counters accounted for almost half of my portfolio this time, and it is time to do a review on their performace so far.
  1. Industrial Reits Grade A: Keppel DC Reit, Ascendas Reit, Frasers L&C Tr.
- Strong performance, still above my average price. Grade B: Aims APAC Reit. - In green territory, still above my cost price (with dividends collected). Grade C: Cromwell Reit, ARA LOGOS Log Tr. - In red territory, even with dividends accounted for. Comment: Performance varies depends on the type and brand names.  Cromwell Reit just does not have buffer from the...
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By Passive Income Farmer
40 years old Singaporean, wanting to add more passive streams of incomes.
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