REIT
|
DPU Performance y-o-y
|
Mapletree Logistics Trust
|
+ 4.1%
|
ParkwayLife REIT
|
+ 3.6% (recurring operations)
|
Frasers Logistics & Industrial Trust
|
+ 3.4%
|
Keppel DC REIT
|
+ 3.4% (Adjusted)
|
Mapletree Industrial Trust
|
+ 2.4%
|
Frasers Centrepoint Trust
|
+ 2%
|
CapitaLandMall Trust
|
+ 1.8%
|
Ascendas REIT
|
+ 1.5%
|
Mapletree Commercial Trust
|
+ 0.4%
|
Suntec REIT
|
+ 0.3%
|
Mapletree Greater China Commercial Trust
|
-2.8%
|
REIT
|
Change in NAV per unit
|
Mapletree Commercial Trust
|
$1.38 to $1.49 (+6.5%)
|
Mapletree Logistics Trust
|
$1.04 to $1.10 (+5.77%)
|
Mapletree Industrial Trust
|
$1.42 to $1.47 (+3.5%)
|
Mapletree Greater China Commercial Trust
|
$1.301 to $1.338 (+2.84%)
|
CapitaLandMall Trust
|
$1.92 to $1.93 (+0.52%)
|
Frasers Centrepoint Trust
|
$2.02 to $2.03 (+0.5%)
|
Ascendas REIT
|
$2.04 to $2.04 (no change)
|
ParkwayLife REIT
|
$1.76 to $1.75 (-0.57%)
|
Suntec REIT
|
$2.119 to $2.104 (-0.7%)
|
Keppel DC REIT
|
$0.97 to $0.96 (-1%)
|
Frasers Logistics & Industrial Trust
|
$0.94 to $0.91 (-3.2%)
|
My REITs portfolio delivered another firm quarter in terms of DPU growth year-on-year. Looking forward to the great overseas expansion! Some of my vested REITs are on an acquisition spree in foreign markets such as China, Japan, Germany and Holland. I was expecting rights issue to be used to fund these acquisitions. Unfortunately, only FLT requires me to inject fresh funds. The rest went the private placement route. Due to a lack of opportunities to deploy my investable funds in the market, I applied for the June’s issue of Singapore Savings Bond (SSB). The SSB is a practical place to park some idle cash, especially over a 2-year period.
Progressing well towards my 2018 passive income target of S$22k.....
1Q 2018
|
|
Singtel
|
S$980
|
SPH
REIT
|
S$134
|
ParkwayLife
REIT
|
S$371.80
|
CMT
|
S$203
|
FCT
|
S$450
|
Suntec
REIT
|
S$156.24
|
MCT
|
S$542.80
|
MLT
|
S$747.50
|
Keppel
DC
|
S$628.20
|
MIT
|
S$189
|
2Q 2018
|
|
DBS
|
S$1092.30
|
OCBC
|
S$478.80
|
CMT
|
S$194.60
|
FCT
|
S$465
|
Suntec
REIT
|
S$145.98
|
ParkwayLife
REIT
|
S$348.70
|
MCT
|
S$535.72
|
MGCCT
|
S$452.04
+ S$91.68 (Advance CD)
|
MLT
|
S$693.40
|
Ascendas
REIT
|
S$1197.76
|
FLT
|
S$1624.50
|
MIT
|
S$295
|
Dividends Received & Will Be Receiving (1H 2018) = S$12,
018.02