KEPPEL DC REIT Is The Worst Over? Latest Results From Mapletree Industrial Trust | REITS | DIVIDENDS

動画公開日:2022-11-18 13:00:09

NEW JOSH TAN FINANCE SUMMIT! Coming To You On 3rd Dec 2022 At SMU School Of Economics. LEARN NOW – https://www.eventbrite.sg/e/450553737357
Secure your seat NOW and tickets sales will close when full!
From this event, you’d learn straight away what to look out for year 2023.
Key points for this summit that you can walk away with immediately
– Revealed: the BIGGEST RISK in the financial markets RIGHT NOW
– Revealed: the OPPORTUNITIES to start looking at and buy
– Costly mistakes to avoid in this bear market that will save you a lot of money

This is a full education summit and you won’t need to worry about hearing any selling of products.
From this summit, you’d get exclusive memos from my privately managed portfolio.
And in addition, if you have personal finance or investing questions, email in now to JOSHTANTAP@gmail.com and I’d address it.

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BUY your tickets today and you’d get a copy of my e-book “HOW TO $1M – edition June2022” emailed to you immediately! See you real soon!!

Today we’d disucss on two of the best data centre reits in Singapore.
KEPPEL DC REIT and Mapletree industrial trust.
Both provided recent results and both provide about 6% in dividend yield now.
Is the worst over? Are they a buy now?

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0:00 Introduction
What if FED raises rates, will reits default?

1:00 Huge inflation and projected FED rates for 2023

2:39 Impact on Keppel DC reit debt
Loans maturing in 2023. 74% fixed rates

4:32 Mapletree Industrial trust debt
Loans maturing in 2022. Smaller amount in 2023. 74% fixed rates

5:57 2018 reit share price vs fed rate hike cycle

6:47 Mapletree Industrial trust results
DPU has dropped to 3.36c

8:05 Operational risk in data centre reits
Keppel dc reit has more colocation business but has a longer WALE

11:08 Think about the future

#keppeldcreit #reits #mapletreeindustrialtrust #mapletree #dividend investing

Sources
Keppel DC REIT 3Q2022 https://www.keppeldcreit.com/en/file/investor-relations/presentations/2022/2022-10-26-kdcreit-3q-2022-operational-updates.pdf

Mapletree Industrial Trust 1H2023 https://www.mapletreeindustrialtrust.com/~/media/MIT/Newsroom/Announcements/2022/Oct/20221026_2QFY22%20Results_Slides.pdf

We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
It is not an endorsement of the product unless explicitly stated and we will not be liable for any losses. The content in this video and any promotions mentioned is accurate as of the posting date.

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About Josh Tan:
Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.

As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video.

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