Properties are a popular investment class in Singapore; investors endeavour to invest in properties to profit from the potential upside in property valuations and rental income. The capital outlay required to invest in local properties however is extensive –putting the aspiration of owning an investment property beyond the reach of many potential investors.
What are S-REITS?
Singapore REITs (S-REITS) are the listed companies on SGX that raise capital from investors to operate and finance income-producing real estate properties. In other words, the investors of these REITS are the co-owners/shareholders of the REITs. REITs are required to distribute at least 90% of its taxable specified income to the unit holders, hence investors will receive dividends from the REITs regularly and potentially benefit from the capital gain with the increase in property value.
Why S-REITS?
  1. Low Entry Barrier: Invest from as little as 100 units
  2. Liquidity: Units can be traded using your preferred broker
  3. Receive Regular distributions

6 SECTORS OF REITS IN SINGAPORE

RETAIL REITS

BHG Retail Reit
CapitaMall Trust
CapitaR China Tr
Fortune Reit HKD
Frasers Cpt Tr
Lippo Malls Tr
Sasseur Real Est
SPHREIT
StarhillGbl Reit

HEALTHCARE REITS

ESR-REIT
First Reit
ParkwayLife Reit
RHT Health Tr

OFFICE REITS

CapitaCom Trust
Frasers Com Tr
IREIT Global
Keppel Reit
Kep-KBS Reit USD
ManulifeReit USD
OUE Com Reit

HOSPITALITY REITS

Ascott Reit
Frasers HTrust
Far East HTrust
OUE HTrust
Ascendas-hTrust
CDL HTrust

INDUSTRIAL REITS

AIMSAMP Cap Reit
Ascendas Reit
Cache Log Trust
EC World Reit
Keppel DC Reit
Mapletree Ind Tr
Mapletree Log Tr
Sabana Reit
SoilbuildBizReit
Viva Ind Tr
Frasers L&I Tr

DIVERSIFIED REITS

Suntec Reit
CromwellReit EUR
Mapletree Com Tr
Mapletree GCC Tr

Accurate as of 30 March 2018

GEOGRAPHICAL EXPOSURE OF S-REITS


SINGAPORE

AIMSAMP Cap Reit
ESR-REIT
CapitaCom Trust
CapitaMall Trust
Fortune Reit HKD
Frasers Cpt Tr
Mapletree Com Tr
Mapletree Ind Tr
Sabana Reit
SoilbuildBizReit
SPHREIT
Suntec Reit
Viva Ind Tr
Far East HTrust
OUE HTrust

SINGAPORE (>50%)

Ascendas Reit
Cache Log Trust
Frasers Com Tr
Keppel Reit
OUE Com Reit
ParkwayLife Reit
StarhillGbl Reit

ASIA

BHG Retail Reit
CapitaR China Tr
EC World Reit
First Reit
Frasers L&I Tr
Lippo Malls Tr
Mapletree GCC Tr
Mapletree Log Tr
Ascendas-hTrust
RHT Health TR
Sasseur Real Est

USA/EUROPE

IREIT Global
ManulifeReit USD
CromwellReit EUR
Kep-KBS Reit USD

GLOBAL

Ascott Reit
Frasers HTrust
CDL HTrust

Accurate as of 30 March 2018

ALTERNATIVE WAYS TO GAIN YOUR S-REITS EXPOSURE

REIT ETFsis exchange-traded funds(ETF) investing in realestate investment trusts(REITs).

It provides lower costaccess to exposure tolarger number of REITs, inexchange of payingmanagement fee.

LION-PHILLIP S-REIT ETF

Set your sights on a sustainable income stream with
high-quality S-REITs

Benefits of
Lion-Phillip S-REIT ETF

Receive regular income and ride on the potential capital growth of S-REITS
Offers investors diversification with a potentially lower investment outlay; investors can buy the Lion – Phillip S REIT ETF in board lots of 100 shares.*
Rebalancing of portfolio based on changes in the underlying index Morningstar® Singapore REIT Yield Focus IndexSM.
Low management fee of 0.5% p.a. based on product factsheet dated 31 January 2018.

*Based on data available as at 2 April 18 the Lion – Phillip S REIT ETF has holdings in 26 listed REITs.

3 WAYS TO INVEST IN S-REITS

Trade REITS using our award winning platform
Earn potential yield of 5.04% p.a.** absolute yield based on April 2018.
Enhance your yield with Margin*
Get return on equity (ROE)# as high as 10.44% with “Positive Carry” based on financing rate for SGD of 2.88% p.a.^

Show how it works
Invest as low as $100/month – Share Builders Plan
Buy S-REITS on a consistent and incremental basis so as to build up a portfolio of securities for yourself eventually.

**Source: Phillip Capital Management, 26th April 2018
^Learn more about financing rate

HOW TO BUY S-REITS?

For experienced investors, you can trade REITS via POEMS 2.0

For first timer, you can open an account with Phillip now to start trading.

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Terms and Conditions

^The rates are only valid during promotional period. For Share Financing, please refer to www.poems.com.sg/share-financing/ for more information.
+Source:www.sgx.com/wps/wcm/connect/sgx_en/home/newsflash

Disclaimer:
#ROE calculation above does not take into account potential capital gain.
#ROE shown here is for illustration purpose only. All calculations have been rounded to one decimal place. Dividends may vary; computations do not take into consideration any transaction costs, dividend handling fee, time value of money & such other costs clients may incur. Interest charges shown here are for illustration only, actual charges may vary based on the compounding of financing charges. Phillip Margin accepts no liability whatsoever from clients relying on any calculations provided here. Clients may incur capital losses which may be magnified as a result of leverage.