Singapore REITs and US REITs have taken different paths over the past few years—but where are the best opportunities today?
In this special collaboration, I'm joined by Jussi Askola, CFA, (@askjussi ) one of YouTube's leading voices on global REIT investing, to compare perspectives from Singapore and international markets.
Together, we discuss:
- The outlook for REITs after years of higher interest rates
- Singapore REITs vs US REITs
- Why some Singapore REITs are recovering faster than others
- The growing bifurcation between Singapore-focused and overseas-focused REITs
- REIT sectors we're personally watching
- How Singapore investors should think about global REIT investing and portfolio construction
Whether you're a long-term income investor or simply interested in understanding today's REIT market, I hope this discussion provides a useful Singapore and global perspective.
A big thank you to Jussi for taking the time to contribute to this discussion. If you enjoy global REIT investing, do check out his excellent YouTube channel:
Jussi Askola: https://www.youtube.com/@AskJussi
Timestamps:
00:00 Introduction
01:18 Is the REIT bear market finally ending?
05:02 Singapore REITs vs US REITs
09:18 The Great REIT Bifurcation: Why Singapore REITs Are Moving Differently
14:12 REIT sectors we're watching today
18:08 What global investors misunderstand about Singapore REITs
21:18 Building a global REIT portfolio
23:22 Final thoughts
The Dividend Uncle
Thoughtful investing. Real portfolios.
I cover:
- Singapore REITs
- Dividend investing
- Portfolio construction
- ETFs
- Personal finance
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Disclaimer:
This video is for educational purposes only and should not be construed as financial advice or a recommendation to buy or sell any security. Please conduct your own research or consult a licensed financial adviser before making any investment decisions....
