S-Reits
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?
- Low Entry Barrier: Invest from as little as 100 units
- Liquidity: Units can be traded using your preferred broker
- Receive Regular distributions
6 SECTORS OF REITS IN SINGAPORE
RETAIL REITS
CapitaLand Mall TrSPH REIT
Frasers Centrepoint Tr
Starhill Global REIT
CapitaLand R China Tr
Sasseur REIT
Lippo Malls I R Tr
Dasin R Tr
BHG R REIT
HEALTHCARE REITS
Parkway Life REITFirst REIT
OFFICE REITS
CapitaLand Com TrKeppel REIT
Manulife US REIT
Frasers Com Tr
OUE Com REIT
Keppel P O US REIT
IREIT Global
Prime US REIT
HOSPITALITY REITS
Ascott Residence TrCDL Hospitality Tr
Frasers Hospitality Tr
Far East Hospitality Tr
Ascendas Hospitality Tr
ARA Hospitality Tr
Eagle Hospitality Tr
INDUSTRIAL REITS
Ascendas REITMapletree Log Tr
Mapletree Ind Tr
Frasers Log & Ind Tr
ESR REIT
AIMS APAC REIT
Cache Log Tr
EC World Tr
Sabana S C Ind REIT
DIVERSIFIED REITS
Suntec REITMapletree Com Tr
Mapletree N A Com Tr
Cromwell EU REIT
Ascendas India Tr
Soilbuild B S REIT
Lendlease Global REIT
Accurate as of 22 November 2019
GEOGRAPHICAL EXPOSURE OF S-REITS+
SINGAPORE + GLOBAL
Suntec REIT
Soilbuild B S REIT
Lendlease Global REIT
Ascendas Hospitality Tr
Frasers Hospitality Tr
Ascott Residence Tr
CDL Hospitality Tr
Parkway Life REIT
First REIT
Starhill Global REIT
SPH REIT
Cache Log Tr
AIMS APAC REIT
Mapletree Ind Tr
Mapletree Log Tr
Ascendas REIT
ASIA
EC World REIT
CapitaLand R China Tr
Sasseur REIT
Lippo Malls I R Tr
Dasin R Tr
BHG R REIT
Mapletree N A Com Tr
Ascendas India Tr
USA/EUROPE
Manulife US REIT
Keppel P O US REIT
IREIT Global
Prime US REIT
ARA Hospitality Tr
Eagle Hspitality Tr
Cromwell Eu REIT
Frasers Log & Ind Tr
SINGAPORE
ESR REIT
Sabana S C Ind REIT
CapitaLand Mall Tr
Frasers Centrepoint Tr
Far East Hospitality Tr
Mapletree Com Tr
Accurate as of 22 November 2019
ALTERNATIVE WAYS TO GAIN YOUR S-REITS EXPOSURE
REIT ETFs
is exchange-traded funds
(ETF) investing in real
estate investment trusts
(REITs).
It provides lower cost
access to exposure to
larger number of REITs, in
exchange of paying
management fee.
is exchange-traded funds
(ETF) investing in real
estate investment trusts
(REITs).
It provides lower cost
access to exposure to
larger number of REITs, in
exchange of paying
management fee.
LION-PHILLIP S-REIT ETF
Set your sights on a sustainable income stream withhigh-quality S-REITs
Benefits of
Lion-Phillip S-REIT ETF
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 latest product factsheet.
*Based on data available as at 31 December 2019 the Lion – Phillip S REIT ETF has holdings in 28 listed REITs.
3 WAYS TO INVEST IN S-REITS
Trade REITS using our award winning platform
Gross current dividend yield of 4.9%** based on Dec 2019
Enhance your yield with Margin*
Get return on equity (ROE)# as high as 9.45% with “Positive Carry” based on financing rate for SGD of 3.08% p.a.^
Show how it works
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: Lion Global investors, 31 December 2019
^Learn more about financing rate
HOW TO BUY S-REITS?
Trade REITS via POEMS 2.0
No account with us? Enjoy brokerage rate as low as 0.08%, min SGD8 with our new Cash Plus Account.
Terms and Conditions
^The rates are only valid during promotional period. For Share Financing, please refer to https://www.reitas.sg/singapore-reits/s-reit-sectors/ 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.
This webpage is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment product mentioned. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.
#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.
This webpage is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment product mentioned. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.
