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Channel: The Dividend Uncle
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.
Video length: 24:01