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Which local REITS, property funds, infrastructure funds should I buy?

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Read in paper that now is good time to buy, but I have no idea which to buy.

Can someone advise where I can find informed recommendations?

Thank you.

 

Everything to do with robotics and digital technologies. There was a massive investment during the pandemic (i.e. remote work) and that will continue to grow.

Infrastructure: JASIF, egatif, dif, maybe kbspif.

 

office: popf, qhpf, cpncg.

 

hotels: luxf, tlhpf, gahreit, lhhotel, qhhr.

 

factories: hreit, sstrt, aimirt, tif1, m-11.

 

others: spf

  • Author
1 hour ago, Serindib said:

Infrastructure: JASIF, egatif, dif, maybe kbspif.

 

office: popf, qhpf, cpncg.

 

hotels: luxf, tlhpf, gahreit, lhhotel, qhhr.

 

factories: hreit, sstrt, aimirt, tif1, m-11.

 

others: spf

Thank for that. Can I ask how you know those are a buy?

Dividend yield.

Dividend consistency.

Discount to NAV.

Retained earnings per share.

Using 2019 data for the hotels.

 

 

  • 2 weeks later...
On 4/8/2021 at 11:13 AM, Serindib said:

Dividend yield.

Dividend consistency.

Discount to NAV.

Retained earnings per share.

Using 2019 data for the hotels.

 

 

Good stuff!

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