Yield Defense: Identifying Resilient REITs in a Shifting Rate Environment – My Stocks Investing

Yield is what you want. Pricing Power is what you NEED. 📊

As an SGX Academy SREITS Trainer, the most common question I’m getting this month is: “Kenny, the S-REIT index is down nearly 7% YTD—is the dividend dream over?”

My answer: The dream isn’t over, but the strategy must change.

We are currently navigating a shifting rate environment caused by heightened tensions in the Middle East. In this “new normal,” the Interest Coverage Ratio (ICR) is more important than the Dividend Yield. If a REIT can’t pass on costs or manage its debt, that 8% yield is a ticking time bomb.

In my upcoming webinar with Tiger Brokers, I’ll be conducting a “Stress Test” on 5 major REITs to show you:

🟢Which sectors possess the strongest pricing power right now.
🟢How to identify the “Yield Shield” in your own portfolio.
🟢Why industrial and prime commercial assets are reacting differently to the oil shock.

Kenny Loh is a distinguished Wealth Advisory Director (RNF# LKK300389588 Representing Financial Alliance) with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.

In addition to his advisory role, Kenny is an esteemed SGX Academy trainer specializing in S-REIT investing and regularly shares his insights on MoneyFM 89.3. He holds the titles of Certified Estate & Legacy Planning Consultant and CERTIFIED FINANCIAL PLANNER (CFP).

With over a decade of experience in holistic estate planning, Kenny employs a unique “3-in-1 Will, LPA, and Standby Trust” solution to address clients’ social considerations, legal obligations, emotional needs, and family harmony. He holds double master’s degrees in Business Administration and Electrical Engineering, and is an Associate Estate Planning Practitioner (AEPP), a designation jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of the United Kingdom and Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

Arrange for a non-obligatory one-to-one free consultation here!

Click Here to Book a Private Consultation

You can join his Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

If you need any financial advice, please contact kennyloh@fapl.sg