REIT-TIREMENT - REITs Investing & Personal Finance

A blog about REITs investment & personal finance

SREITs Dashboard

Please select the SREITs short name at the bottom to view your desired counter. This page is best to be viewed on PC or Tablet; for mobile view, please view in landscape mode. The dashboard is splited into 3 parts in alphabetical order, which could provide optimal loading speed and easier viewing.

If you like this dashboard, feel free to share it out so that more could benefit from it. And if you really love this dashboard and want it in PDF version, please consider supporting me at REIT-TIREMENT Patreon.

Part - 1 of 3 (Consists of Median, Data, Note & 12 SREITs/BizTrusts)


Part - 2 of 3 (Consists of 15 SREITs/BizTrusts)


Part - 3 of 3 (Consists of 15 SREITs/BizTrusts)


48 comments:

  1. Wow these are really very valuable data! Thank you!

    ReplyDelete
    Replies
    1. Glad that you like it, please feel it to share it.

      Delete
  2. Would like to ask where did you get the land lease expiry data from?
    Especially for CMT, can't seem to find it anywhere

    ReplyDelete
    Replies
    1. Manually calculated from Annual report, then minus 0.25 every quarter. Then when new annual report is out, re-count again.

      Delete
  3. Happy to see the data in such user interface ��

    ReplyDelete
  4. Love this dashboard! Just a little feedback, maybe showing all the counters or a drop down field instead of side scrolling will be easier to find and select?

    ReplyDelete
    Replies
    1. Glad that you like it. My source Google sheet got such function, but when embedded in Google sheet, drop down can't work. Is the limitations on blogger site.

      Delete
  5. Hi Vince,
    Thank you for this very useful dashboard. May i know for your calculation on dividend yield & Price/NAV High & Low, is it calculated daily or based on quarterly?

    ReplyDelete
    Replies
    1. I am happy that you find it useful. I think you are referring to the Price Relative Chart Average Dividend Yield and Average Price/NAV section. Since it is average value of each quarter, the high low will only be updated quarterly. So you may come across "current" value is not within the high and low range.

      Delete
  6. Great site Vince, keep it up

    ReplyDelete
    Replies
    1. Thanks for your compliment

      Delete
    2. any plans to include other business trusts into the dashboard? but i would imagine its a lot of extra work

      Delete
    3. So far I only find 2 BizTrusts operate similar to REITs, which are AIT and DRT. As for other business trust, since their business model are different, those figures in dashboard may not be suitable.

      Delete
  7. Very informative site for someone like me who is getting exposed to investments only recently. Thanks for the great work Vince.

    ReplyDelete
    Replies
    1. haha, glad that helps. Good to read the post "suggestions to new reits investors" as well

      Delete
  8. What does the red portion of the barchart mean? For example gearing ratio, its written 41%, and blue bar is up to 41%. And there's a red bar that extends up to 50%.

    ReplyDelete
    Replies
    1. Haha. Someone asked before. The red bar is to show the limits of it. E.g. gearing limit max at 50%, fixed rate debt max is 100%. I have tried but couldn't but different text on red portion.

      Delete
  9. It will be even better if there is a ranking table so that we can see at a glance which is the best SREITS in terms of undervalued price, yield, gearing ratio, price/NAV

    ReplyDelete
    Replies
    1. Undervalue or not is quite subjective. You could refer to my SREITs Data page for all SREITs price, yield, gearing ratio, price/NAV and etc. Click SREITs Info -> SREITs Data. I sort according to alphabet. So far blogspot not allow user to interact with google sheet table, not like wordpress with table plugin

      Delete
  10. Thank you Vince. For the invaluable dashboard. What is the formula for distribution on capital and distribution margin please? I can't confirm it anywhere!!

    ReplyDelete
    Replies
    1. 1) Distribution on Capital = Distribution to Unitholders / (Equity + Debt)
      * Exclude non-controlling interest
      2) Distribution Margin = Distribution to Unitholders / (Gross Revenue from Properties + Distributions from Associate/Joint Venture)

      You could refer to my previous post of Uncommon Financial Metrics of REITs for more detail. I have trimmed the distribution margin to exclude interest income & any recurring income as most SREITs which adopted half-yearly reporting do not declare this info quarterly anymore.

      Delete
  11. Wow, this is very good data!

    ReplyDelete
    Replies
    1. Glad it helps. Do verify data before make any decision. I might be wrong.

      Delete
  12. Great Work!
    May I know how you import price data from InvestingNote? Thanks.

    ReplyDelete
    Replies
    1. In Google Sheet, input the following formula:
      =IMPORTXML("https://www.investingnote.com/stocks/SGX:O5RU","//*[@id='stock-panel']/div[1]/div[2]/div[1]/h1/strong")
      Replace the SGX:O5RU to your desired stock quote, then you are good to go.

      Delete
    2. Thanks a lot! I just update my worksheet.

      Delete
    3. Btw, better to also look at other markets, eg. US and China, many great companies

      Delete
    4. Glad the formula helps. There are indeed many good oversea counters. But just focus on SREITs already taken up most of my free time.

      Delete
  13. Thai is amazing work. Thank you so much for sharing.

    ReplyDelete
    Replies
    1. Thanks for compliment, though I noticed that now people only look at "data" tab instead of individual SREITs tab.

      Delete
  14. wow this is amazing, if only i found out about this earlier! thanks for the effort!

    ReplyDelete
    Replies
    1. Thanks for compliment. Please share to your friends so they can know this blog "earlier" too.

      Delete
  15. This is amazing work! How often do you keep it updated? I guess it keeps you busy during the quarterly reporting period.

    ReplyDelete
    Replies
    1. Thanks for compliment. I normally update within next day of announce release. Unless there is cases where many REITs released in same day, like the 23th July-8 REITS, and this coming 28th July - 5 REITs

      Delete
  16. this is a very good dashboard... thanks so much for doing this.

    ReplyDelete
    Replies
    1. Glad that helps, please share to your friends if you find this useful

      Delete
  17. must give you thumb up for sharing, could you show how to calculate the ICR? thanks in advance

    ReplyDelete
    Replies
    1. Thanks for compliment. MAS recently issued a standardize formula for ICR on 16 Apr 2020, as quoted below:
      "Interest coverage ratio (or ICR) means a ratio that is calculated by dividing the trailing 12 months earnings before interest, tax, depreciation and amortisation (excluding effects of any fair value changes of derivatives and investment properties, and foreign exchange translation), by the trailing 12 months interest expense and borrowing-related fees."
      SREITs have adopted this calculation in their latest result, so manual calculation is no longer required at our end.

      Delete
  18. Hi Vince, may I know:
    1) What is GRI ? Group......? What does it means?
    2) How to do you calculate Distribution margin%? What is the formula?

    Thank you

    ReplyDelete
    Replies
    1. GRI = Gross Rental Income
      Distribution Margin = Distribution margin is calculated based on past 4 quarters distributions and gross revenue+distributon from joint venture/associate, excluding income support and distribution from asset disposal.

      For more detail, you can refer to the note tab which I explain on how I get those data. Let me know if you find any missing definition.

      Delete
  19. Hi Vince,
    Under Related Parties Shareholding,
    1)the Directors of REIT Manager %, can you explain this part?
    If I see 20%, does it means that Directors of REIT Manager hold 20% of entire REIT?

    2) REIT Manager shows another %. A bit confuse.
    Please help to explain. Thank you.


    ReplyDelete
    Replies
    1. REIT manager is refer to the "company" which manage the REIT, for example, ARA LOGOS Logistics Trust Management Limited is the REIT manager for ARALOGOS Logistics Trust. As for Directors of REIT manager is refer to "person" who are director level at the "company" which manage REIT.

      Is my explanation clear?

      Delete
    2. Very clear. Thank you very much.

      Delete
  20. Would it be possible to include the 3 SG REITS ETFs in this Dashboard?
    It will certainly be wonderful if it is.

    ReplyDelete
    Replies
    1. The informatio for the 3 REIT ETF would be different from dashboard items, so would need to review and design a new layout. Let me think about it.

      Delete