The Myths
Often people uses DPU as yardstick for evaluation of Reit returns and this is perfect. Obviously nothings matter if the integrity or risk of the Reits are in doubts. If that is the case, why often we see top performer of Reit investor often has low yield Reit ? Many will argue it takes a huge portfolio to achieve the level of dividend needed. That's a huge misconception when one tries to reverse engineer and implied so.
Another key believes is that they buy early in the dividend game, years ago. And so people hope for a big crash before they will consider the same to stretch their dollar. Hello ? did you buy significantly in Mar'20 Covid crash ? If so why is your portfolio still not big ?
Reit Valuation
Valuation of Reit in addition to current yield there is another critical factor which I did not blogged much about and that...