This Saturday, 23 May 2026, I will be one of the speakers at REITs Symposium 2026 by AlphaInvest, at Suntec Convention Centre, Level 3, Summit 1 & 2. The event runs from 10AM to 5PM. Access to the Engagement Zone, where I am speaking, is completely free — ticket link is at the bottom.
I will be upfront with you: I am not an academic speaker who talks about REITs in the abstract. As of mid-May 2026, REITs make up a substantial portion of my own 66-stock portfolio. I hold positions in ESR REIT, Mapletree Industrial Trust, Frasers Centrepoint Trust, Keppel DC REIT, AIMS APAC REIT, CapitaLand Ascendas REIT, and several others. When I talk about evaluating a REIT for sustainable income, I am making the same decisions I would with real money.
That is the context I will bring to this talk.
Why this moment matters for REIT investors
The current environment is genuinely interesting, and not in a comfortable way. With inflation pressures elevated...