Video on Reits Investing
There is a brillant video on Reits investing by Sven Carlin: https://www.youtube.com/watch?v=b-07Qlh-iO0
It offers a perspective not commonly seen in Reits investing
Thinking on Investing
Recently, I am thinking that I should raise by hurdle rate i.e. wait for fatter pitches and act less.
My investing results will be better that I wait for fatter pitches and swing harder at these fatter pitches.
On hated asset
I like to ask myself: "What is the most hated asset now?"
Hated asset implies pessimistism and thus higher probablity of profit in future when things turn. Vice versa.
The most liked assets seem to be Magnificant 7 in US markets and short term T-bills.
The hated assets are still China/HK stocks (for most part of past 2 years, except Nov 22 - Feb 23).
SG-Reits are in this hated group last month (i.e. Oct 2023), but they rose recently after US 10-year interest rate eases. I think that buying reits now is betting on US interest rate cut in the next 6-18 month.
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