What REITs did I buy, sell, and am eyeing in July 2026?
In this month’s portfolio update, I discuss why I sold CapitaLand China Trust (CLCT) (SGX: AU8U), why I rotated into Mapletree Pan Asia Commercial Trust (MPACT) (SGX: N2IU), why I allocated new capital to Elite UK REIT (SGX: MXNU), and why I’m still exercising patience with Centurion Accommodation REIT (CAREIT) (SGX: 8C8U).
The transactions reflect a broader theme that I think all dividend and REIT investors should think about: capital allocation, cash flow visibility, and portfolio construction.
Rather than chasing the highest yield or the latest market trend, I explain how I think about reallocating capital between REITs based on changing business fundamentals, operational visibility, management quality, and long-term income durability.
In this video, we’ll cover:
- Why I trimmd CapitaLand China Trust (CLCT)
- Why I bought more Mapletree Pan Asia Commercial Trust (MPACT)
- Whether Elite UK REIT’s investment thesis has fundamentally changed
- Why I’m still watching Centurion Accommodation REIT (CAREIT)
- How I think about portfolio diversification and capital rotation as a long-term income investor
As always, these are my personal portfolio decisions and not recommendations.
⚠️ Disclaimer:
This video is for informational purposes only and does not constitute financial advice. Please conduct your own due diligence and consult a licensed financial adviser before making any investment decisions. I own some of the shares and REITs discussed in this video, but what works for me may not work for you.
⏱️ Timestamps:
00:00 Why I Rotated My REIT Portfolio This Month
00:40 Introduction
01:40 The Capital Rotation Framework
03:05 Why I Sold CapitaLand China Trust (CLCT)
05:40 Why I Bought Mapletree Pan Asia Commercial Trust (MPACT)
08:05 Why This Was Really A Cash Flow Visibility Upgrade
09:00 A Quick Note For Channel Members
09:30 Elite UK REIT Is Back On My Radar
12:35 Why I’m Still Waiting On CAREIT
14:00 The Dividend Uncle’s Take
15:00 Final Thoughts
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