Mapletree Industrial published that they divest this data center property above valuation. But if you look at what US Vista Today, says, this is a 80% discount to when they bought this (in a package) for $70 million. Many think that REITs from big brands that…
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Mapletree Industrial's chart, overlay with the STI ETF is quite interesting. Still a winner despite everything. But I wonder how folks felt about the struggle for the past 6 years. Chart includes dividends.
Good morning. My weekend post. https://investmentmoats.com/money/passive-buy-and-hold-portfolio-lie/
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Tight credit spreads are usually a sign of healthy market. This is because the market prices that the cost of default compensation to be low. While you don't get a lot of reward as a junk investor, you are using it more like an indicator. A spreading out of th…
The spread for some REITs over the risk free rate.
Been a while since I posted a dividend yield minus 10-year Singapore Treasury yield chart. this together with a price to NAV
Some data for those who dropped from MSCI. It is not all bad.
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