Not all REITs are created equal and as investors, we need to carefully weigh where to put our hard earned savings. Afterall, it’s difficult to find that extra money in the first place. It also pays to heed Warren Buffett’s two investing rules: 1. Don’t lose money; 2. Don’t forget rule number one.
Five of the seven Philippine REITs are primarily office REITs so most of the discussion below will center around those. Here are the things that I look for in a great REIT:
(more…)In the Philippines, we have developers like Ayala, Megaworld, Filinvest, Robinsons and Vista Land list their respective REITs (SM Prime being conspicuously absent). But why would they do that? Why not just hold on to their commercial properties and collect the rent?
(more…)REITs allow you to have a share in income producing Philippine real estate without doing a lot of work. The whole process is very easy, especially if compared to buying physical property and renting it out yourself.
(more…)I really enjoyed watching this interview and Marvin Germo certainly asked the right questions. The videos are from 2021 but Kevin Tan’s insights remain applicable today and into the future. I’ll identify the salient points but strongly suggest that you watch the full interview if you are interested in MREIT.
(more…)REITs are bought and sold in the Philippine Stock Exchange and are subject to investor supply and demand. Economics 101: If demand is great, the price goes up; if the demand is low, the price goes down. In challenging economic times, there will be more sellers of REIT compared to buyers of REIT and this will cause its price to become cheaper. Is that a bad thing? It is – if you’re a seller. But if you’re a regular buyer of REIT and a long term holder, then times like these are a cause for celebration! Its like buying a piece of clothing or gadget on sale. Shoppers are very happy to buy items at a discount during a sale so why should it be any different for investors.
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