Sharing these 3 fantastic videos on REITs from DragonFi. These are probably the best Youtube videos on Philippine REITs that I’ve come accross. I highly recommend watching all three from beginning to end, for beginners and seasoned investors alike.

There are important considerations for income focused REIT investors: decent returns, moderate risk and stable and growing dividends per share (Ahem! I’m looking at you FILRT and DDMPR).

Even without further acquisitions, a well run REIT can maintain or slightly increase the dividends from contracted rental escalation, managing costs and attracting quality tenants. But the biggest determinant in a REIT’s ability to substantially grow dividends is the  continuous acquisition of assets with a stable rental income.

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I’m excited for RCR’s plans to include malls, hotels and warehouses as future acquisitions, making it a diversified REIT.

Sharing the latest video from my favorite REIT, the Philippines’ first, largest, most diversified REIT and most importantly, the REIT which has consistently and substantially grown its dividends per share (DPS) every year.

The Philippine pension giants, SSS and GSIS, are making significant waves in the Real Estate Investment Trust (REIT) market. These government-backed funds are seeking stable returns, investing heavily in REITS that own properties ranging from commercial spaces to office units and even renewable energy projects.

A recent analysis shows that AREIT and MREIT are the top picks for both SSS and GSIS. These REITs, backed by prominent Filipino families, have captured the attention of these pension funds due to their stable income generation and growth potential.

Big Money: GSIS is leading the charge with a hefty P12 billion invested in REITs, while SSS follows with a substantial P6 billion portfolio.

Diversification: Both funds are spreading their bets across different REITs, aiming to reduce risks and maximize returns.

Green Investments: The inclusion of CITICORE ENERGY REIT in their portfolio signals a growing interest in sustainable investments.

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