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JOIN THE ACTIVE TRADING TOURNAMENT 2024

JOIN THE ACTIVE TRADING TOURNAMENT 2024

$10,000 WORTH OF PRIZES TO BE WON!

The Biggest & Most Anticipated Trading Tournament is finally happening on Monday, 15 July 2024!

REGISTER NOW and trade your way to the TOP.

With more than 3,000 participants last year, this year participants will battle it out with other traders, through the trading of an instrument called Daily Leverage Certificate (DLC) – this time, across regions! This tournament is now open to both Singaporeans and Malaysians!

The tournament duration:

  • Tournament Period (from 12Aug to 30 Aug 2024)
  • The tournament consists of 2 rounds: Elimination Round + Top 5 Finalists Pitch Round
  • The top 5 traders with highest portfolio returns will be invited to THE FINALE PITCH* in Singapore on 14 September 2024 to do a live pitch on stage in front of panel of judges to win cash prizes. A minimum of four trades for each participant is also required to be the top 5 traders.
    *Note: details of the Finale Pitch will be subsequently updated and announced here, so do check back again. Finalists will also be notified.
  • Top 3 winning finalists will be selected based on the judging criteria: 70% by returns and 30% by the panel of judges.
  • All top 5 finalists are to be physically present for the pitch. In the event that they are unable to make it, the next runner-up will be selected.
  • For daily top trade (the most profitable trade in absolute amount, for each trading day): $50 e-capitaland vouchers if you make the leaderboard for each trading day!
  • Prizes up for grabs just for registering:
    1. iPhone 15 worth $1300 (RM4,290+), and many more!
  • Join the tournament here:
    https://www.investingnote.com/simulation_campaigns/active-trading-tournament-2024

Daily Leverage Certificates (DLC) are exchange-traded financial products that enable investors to take a leveraged exposure to an Underlying Asset, such as an equity index or a single stock. Daily Leverage Certificates replicate the performance of an Underlying Asset versus its previous day closing level, with a fixed leverage factor.

There are two types of Daily Leverage Certificates – Daily Long and Daily Short which enable investors to take a long or short exposure to an Underlying Asset.

Click here to view full list of UBS DLCs
Click here to view full list of Societe Generale DLCs

Getting Started: what can you do with a DLC?

Long DLCs allow you to generate leveraged gains when the Underlying Asset goes up. On the other hand, Short DLCs increase in value when the Underlying Asset goes down, allowing investors to achieve positive and leveraged gains during market downturn.

Example: 5x Long Tencent

5x Long Tencent is at S$1. Buy 1,000 shares of this DLC with S$1000 when Tencent is at HK$300.

Tencent goes up from HK$300 to HK$309, i.e. up 3%.

5x Long Tencent will go up from S$1 to S$1.15, i.e. up by 3% x 5 = 15% compared to the previous day close.

Example: 5x Short Tencent 

5x Short Tencent is at S$1. Buy 1,000 shares of this DLC with S$1,000 when Tencent is at HK$300.

Tencent goes up from HK$300 to HK$309, i.e. up by 3%.

5x Short DLC will go down from S$1 to $0.85, i.e. down by 3% x 5 = 15% compared to the previous day close.

[Tutorial For Website] How to start trading and be on the leaderboard for this tournament:

Step 1: As the tournament begins on 12 August, 9.30AM sharp, go to our website: www.investingnote.com and login with the username or account type that you registered for the tournament with.

Step 2: Click the “Simulation” button at the top right to access the competition, or use this:

Step 3: Click the “View My Simulation” button to access your virtual portfolio

Step 4: View your virtual portfolio’s dashboard, and click the “buy” button at the top to start trading. There’s also some missions for you to complete to get more rewards as well! 

Step 5: You can scroll down further to check out more DLC and press the trade button to trade.

Step 6: Place an order by keying in the desired DLC and the amount.

Step 7: Let your profits roll and make other trades by repeating step 2!

Step 8: Closing your trade: simply go to your summary positions and click the “x” icons.

How To Start Trading On Mobile: App Tutorial

Step 1: After logging into our app, click the “explore” button at the bottom to access the competition.

*Images for illustration purposes

Step 2: Click on the simulation to enter.

Step 3: Click the “My Simulation Account” button to access your virtual portfolio.

Step 4: View your virtual portfolio’s dashboard, and click the “trade” button to start trading. You can also check out other Securities by clicking on “Stock List”

Step 5: Place an order by keying in the desired DLC and the amount.

Step 6: Let your profits roll and make other trades by repeating step 2!

Step 7: Closing your trade: simply scroll down to your summary positions, click on the stock that you would like to close and click the “Close Position” button.

Essential Tournament Details You Need To Know:

  1. The tournament will be held on the InvestingNote platform (web version + app) which tracks the real-time price movements on the Singapore Exchange, based on virtual money.
  2. You are now given SGD$100,000 virtual money to trade. Every trade will have virtual transaction fees.
  3. Other than Top 3 Grand Prizes, there will be daily prizes of $50 CapitaLand vouchers for winners with the biggest realised profit (absolute positive return) for any single DLC instrument on the particular trading day during the elimination round. Check out the daily leaderboard here: https://www.investingnote.com/simulation_campaigns/active-trading-tournament-2024
  4. Full details of the tournament are here: https://blog.investingnote.com/terms-conditions-active-trading-tournament-2024/

May the best traders win and we wish you good luck!

We’d see you at the top!


InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

apple
android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

Terms & Conditions: Active Trading Tournament 2024

Terms & Conditions: Active Trading Tournament 2024

The following terms and conditions (the “Terms & Conditions”) shall apply to the “Active Trading Tournament 2024” Campaign (the “Campaign”) organized by InvestingNote and co sponsored by UBS AG and Societe Generale (the “Sponsor”) and supported by Singapore Exchange Limited (the “SGX”).

Campaign Period

  1. Registration will begin from 15 July 2024 to 30 August 2024, and the “Trading Tournament” will be conducted from 12 August (9am) to 30 August 2024 (5pm), both dates inclusive (the “Campaign Period”).
  2. The Campaign consists of Two Rounds: Elimination Round (from 12 Aug 2024 – 30 Aug 2024) and Pitch Round.

    Elimination Round: A free-for-all trading simulation that includes all participants.
    Pitch Round: The top 5 traders with highest portfolio returns will be invited to Singapore on 14 September to do a live pitch on stage in front of panel of judges to be amongst the top 3 to win cash prizes. A minimum of four trades for each participant is also required to be the top 5 traders.

Winners and Prizes **

Types of winnersAmountRound Eligibility
Daily winners$50 worth of prizes^ per trading dayTournament Round
Grand winners1st place: S$3,000
2nd place: S$2,000
3rd place: S$1,000
Top 5 Finalists Pitch Round

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Insights for REITs in 2024

Insights for REITs in 2024

REITS Symposium 2024 is back this year, with an exciting programme line-up and activities!

This year, join us to unveil the opportunities in REITs: Hidden Gems in 2024, as we celebrate our 10th year anniversary of hosting REITs Symposium. Our focus this year is on helping investors discover hidden gems and effectively position themselves in the face of uncertainty by providing a comprehensive outlook on REITs, addressing key factors such as interest rates, visibility, and adept navigation in the ever-evolving real estate market.

Here are the key questions we will attempt to answer during the event:

  • 2H2024 Inflation, Interest Rates & Market Outlook
  • How to shop for the RIGHT retail REITs
  • How are Global Trends Reshaping the Investment Opportunities Landscape?
  • Office REITs: Navigating through Challenges and Unlocking Opportunities

As this is a special year for us, our highlights include:

  • 2 Stages: Main Stage & Side Stage – guaranteed to help you navigate your REIT investments and beyond, with high-profile speakers from C-Suite REIT managers, industry professionals and financial influencers
  • Engaging Activities – Booth Bingo, Spot-the-difference Challenge, REITs Quiz Challenge
  • Technical Analysis Zone – Get a sense of whether it’s a good time for entry (or exit) now?
  • Lucky Draw – prizes include an iPad, vouchers and more!

While we’re still in the midst of finalising a wonderful and power-packed programme, we also can’t wait to have you securing the seats at the event!

  • Our early bird ticket sales starts now at only $5 per pax! (U.P $20 per pax) *Simply use this promo code at checkout: FAST5
  • Bring along a buddy special bundle ticket price at only $8 for 2 pax. (U.P $40 for 2 pax) *Use this promo code at checkout: 2FAST

Register here: https://reitsymposium.com/

Date: 11 May 2024, Saturday
Location: Suntec Convention Centre Hall, Level 3 (Summit 1 and 2)
Time: 9.00AM to 5.00PM

Don’t say bojio, come support us and meet your favourite REITs managers now!


InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

apple
android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

HOW TO START TRADING IN THE INVESTSG TRADING TOURNAMENT 2024 – SIMULATED TRADING CHALLENGE [TUTORIAL]

HOW TO START TRADING IN THE INVESTSG TRADING TOURNAMENT 2024 – SIMULATED TRADING CHALLENGE [TUTORIAL]

HOW TO REGISTER FOR THIS CHALLENGE?

Step 1: Visit this link: https://www.investingnote.com/simulation_campaigns/investsg-trading-tournament-2024/

Step 2: Click the “Register for FREE” button.

Step 3: Follow the instructions and key in your full name as per NRIC and select the country you’re from. If you don’t have an existing InvestingNote account, please sign up for one. If you already have an account, simply login.

Step 4: Congratulations! You’ve successfully joined the competition!


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Terms and Conditions of Prizes Program in InvestSG Campaign

Terms and Conditions of Prizes Program in InvestSG Campaign

1.0 Introduction

1.1 The InvestSG Campaign (the “Campaign”) is organized by ShareInvestor Malaysia Sdn Bhd (the “Organizer”) and sponsored by CGS International and UBS AG (the “Sponsors”). 

1.2 The Campaign comprises two events: 

1.3 These terms and conditions (the “Terms & Conditions”) apply to the prizes for the two Campaign events. 

2.0 Winner Selection and Prizes for InvestSG Trading Tournament 2024 

2.1 The top 3 participants with the highest portfolio gains will be the Grand Winners in the InvestSG Trading Tournament 2024. 

The grand prizes for the InvestSG Trading Tournament 2024 are: 

Types of winners Amount 
Grand winners 1st: RM 4,000  
2nd: RM 2,000  
3rd: RM 1,000 

2.2 For winner selection, the InvestSG Trading Tournament 2024 will take into account both realized and unrealized profits. In the case of remaining open positions at the end of the tournament, the gain or loss will be calculated using the last traded price. 

2.3 The winners of the InvestSG Trading Tournament 2024 will be announced on the landing page no later than 14 working days after the Campaign has ended, on InvestingNote.com. The winner will also be notified via email.

3.0 Lucky Draw Prizes for InvestSG Participants 

3.1 The Lucky Draw winners will be selected randomly among the participants who had joined in both the InvestSG Trading Tournament 2024 and the InvestSG Conference.

The lucky draw prizes available for InvestSG participants are as follows: 


1x iPhone 14 128GB (worth RM3,799) 


1x Xiaomi TV A Series 55″ 4K (worth RM1,999) 


1x Samsung Galaxy Buds 2 Pro (worth RM549) 


1x Essenza Mini Ruby Red D30 (worth RM649) 


20x RM50 Tounch ‘n Go eWallet Credit (worth RM1,000) 


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FAQ – InvestSG Trading Tournament 2024

FAQ – InvestSG Trading Tournament 2024

1. What is InvestSG Trading Tournament 2024? 

InvestingNote is organizing the largest trading tournament that features all the Singapore’s securities products, ranging from Daily Leverage Certificates (DLCs), Structured Warrants, Stocks, ETFs, REITs etc. Learn more about markets and pit your new skills and knowledge against other fellow traders!  

2. Who is the event for?   

This event is open to traders of all levels and backgrounds. With more than 600 stocks listed on the exchange, ETFs with over S$10 billion in Asset Under Management (AUM) and over 300 structured products offering leveraged exposure, join us today to gain exposure and a first-hand experience of trading on the Singapore securities market. 

3. How can I participate in this event?   

Head over to our website to register for the InvestSG Trading Tournament – https://investsg.asia. Upon registration, participants will receive confirmation via email notification. 

4. How do I participate in the lucky draw of this tournament? 

Participants in the tournament’s lucky draw will be randomly selected from those who have registered. To have a chance to win, each participant must:  

– Make at least 3 transactions during the competition.  
– Register and participate in the InvestSG Conference at https://www.eventbrite.com/e/824953818077/.  

Additional lucky draw entries could be earned by the participants through:  
 
– Joining Stock Market Buddies Telegram group at https://t.me/stockmarketbuddies88 (x2 chances)  
– Registering for the Sponsors’ Broker account (x5 chances) 

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InvestSG Trading Tournament 2024 – Terms & Conditions

InvestSG Trading Tournament 2024 – Terms & Conditions

The InvestSG campaign (the “Campaign”) is organized by ShareInvestor Malaysia Sdn Bhd (the “Organizer”) and sponsored by CGS International and UBS AG (the “Sponsors”).

The following terms and conditions (the “Terms & Conditions”) shall apply to the InvestSG Trading Tournament 2024 (the “Competition”).

1. Campaign Period

1.1.  The Campaign will be conducted from 25 March 2024 to 13 April 2024, both dates inclusive (the “Campaign Period”). The Campaign comprises two events: 

1.2.  The Campaign may be withdrawn by the Organizer at any time without prior notice.

2. Eligibility and Entry

2.1. To participate in the Campaign, participants are required to register for the Summit and/or Trading Competition respectively on the Campaign’s landing page (http://investsg.asia/) (the “Landing Page”) before the Campaign Period. Upon registration, participation will be confirmed upon receiving a notification via email.

2.2. Participation in the Campaign is at the Organizer’s sole discretion, and the Organizer may disqualify any person from participating in the Campaign for any reason. Without prejudice to the generality of the foregoing, participants must be at least 18 years of age, and fulfill such other requirements and pre-requisites as shall be specified by the Organizer from time to time. By signing up for the Competition, each participant represents and warrants to the Organizer that he/she fulfills all such criteria and prerequisites.

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Unleash your financial destiny with CGS International Securities’ exclusive Lunar New Year event, “Soaring with the Dragon: Navigating the Stock Market for Prosperity”

Unleash your financial destiny with CGS International Securities’ exclusive Lunar New Year event, “Soaring with the Dragon: Navigating the Stock Market for Prosperity”

Sign up for FREE using this exclusive promo code for InvestingNote’s community: INLNY

‌Learn from industry experts as they share valuable insights on how to navigate the stock market to make better investment decisions and delve into your Zodiac’s Feng Shui outlook for the year of 2024.

Whether you are a seasoned investor or just starting out, this event is designed to provide you with actionable tips and tricks to boost your investment portfolio!

‌Date & Time: 24 Feb 2024, 10am – 2pm
Venue: SGX Auditorium, Level 2, SGX Centre 1, 2 Shenton Way, Singapore 068804

Don’t miss this chance to soar to new heights! RSVP now:


InvestingNote is the largest & most active community of investors & traders in Singapore & Malaysia. Find out more about us here.

Download our free app here:

apple
android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

2024 SECURITIES PERFORMANCE REPORT IN BURSA MARKET

2024 SECURITIES PERFORMANCE REPORT IN BURSA MARKET

Malaysia’s stock market offers overlooked opportunities amongst the attention-grabbing high flyers. By utilizing ratio analysis, it is possible to identify higher-quality companies trading below their intrinsic value. This presents a chance to invest in solid businesses at attractive valuations.

We have compiled a robust financial ratio analysis of securities on Bursa Malaysia to screen for undervalued and overlooked stocks in this report. Across small caps to large caps, various filters have been applied through a systematic process, including lowest Price-to-Earnings, highest dividend yields, largest discounts to cash value, and more.

The objective is to uncover stocks that display strong fundamentals and upside potential that have been overlooked in the marketplace. The filters provided aim to present investors with a shortlist of stocks that warrant further research and evaluation.

Viewers can follow the steps below to ensure a smooth report review experience. This report is powered by WEBPRO Shareinvestor.


Step 1 – Select Your Securities to Review:

Stock (Malaysia) Warrants (Malaysia)

Step 2 – Stock Filter Available As Below:

Basic 
Lowest Price Earning Ratio (PER) 
Highest Dividend Yield 
Highest Discount To NAV 
Highest Discount to Cash Value 
Highest Dividend Payout 
Smallest Market Cap 
Largest Market Cap 
Best Shareholders Returns (3 Years) 
Best Shareholders Returns (5 Years) 
Highest Return On Assets (ROA) 
Highest Return On Equity (ROE)
Highest Earnings Margin 
Highest Revenue Growth 
Lowest Debt To Equity Ratio 
Highest Debt To Equity Ratio  
Beta 
Lowest Long Term Beta 
Highest Long Term Beta 
Lowest Short Term Beta 
Highest Short Term Beta   

Stocks Hitting Highs/Lows 
Stocks Hitting 52 Weeks Lows
Stocks Hitting 52 Weeks Highs  

CAGR 
Highest Revenue CAGR (3 Years)
Highest Revenue CAGR (5 Years) 
Highest Earnings CAGR (3 Years) 
Highest Earnings CAGR (5 Years)  

Trailing EPS vs Historical EPS 
Best % Change 
Worst % Change 
Best Absolute Change
Worst Absolute Change
Lowest Trailing PE 
Highest Trailing PE

WarrantsFilter Available As Below:

Warrants: 
Cheapest Warrants 

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United Hampshire US REIT: Why you should take a closer look at this resilient S-REIT with over 12% yield and 0.6x price to book ratio

United Hampshire US REIT: Why you should take a closer look at this resilient S-REIT with over 12% yield and 0.6x price to book ratio

This post was originally posted here. The writer, James Yeo is a veteran community member and blogger on InvestingNote, with a username known as @Smallcapasia and has 982 followers.

Listed on SGX on 12 March 2020, United Hampshire US REIT (“UHREIT”) is one of the newer Real Estate Investment Trust (“REIT”) that might not catch much attention from the investment community.

For those who are not familiar with this REIT, it was established with the principal investment strategy of investing in a diversified portfolio of stabilised income-producing grocery-anchored and necessity-based retail properties and self-storage properties, located in the U.S.

The CEO is Mr. Gerard Yuen, who played a pivotal role in the successful listing of UHREIT when he was the Chief Financial Officer. As CEO, Gerard works closely with the Board to determine the strategy for UHREIT and oversees overall day-to-day operations, working closely with the investment, asset management, financial and compliance personnel to achieve the strategic, investment and operational objectives of the REIT.

I caught up with Gerard recently and took the opportunity to post some questions to acquire a better understanding of the REIT. Without further ado, let’s jump into some key takeaways from our discussion.

Takeaway #1: Addressing the Elephant in the Room

‌Before we touch on other aspects of UHREIT, let’s address the main ‘elephant in the room’ first. The recent turbulence in the share prices of US office S-REITs has raised concerns among many REIT investors.

Many investors may not realise that UHREIT unit price has stayed relatively stable as compared to US office property REITs and has delivered a positive year-to-date total return of 8% (including March 23 and September 23 dividend payout of 5.62 US cents). It’s crucial to differentiate UHREIT from the US Office and Hotel REITs because they own very different asset classes that perform very differently.

With a focus on predominantly grocery-anchored and necessity-based retail properties, UHREIT has stayed resilient, withstanding economic uncertainties, backed by a diversified, cycle-agnostic tenant base providing day-to-day necessity goods and services.

The REIT’s Self-Storage properties have also performed well, benefitting from work from home dynamics, coupled with an undersupply of self-storage facilities in the New York Metro Area. This contrasts with the US Office REIT sector which is facing headwinds from a weak business outlook and pressure from remote work.

Read more: United Hampshire US REIT: Why you should take a closer look at this resilient S-REIT with over 12% yield and 0.6x price to book ratio

From UHREIT’s latest 1H2023 results presentation, we can see that UHREIT’s top 10 tenants comprise of familiar retail brands like Walmart, Lowe’s Companies, LA Fitness and Home Depot.

Based on the Trade Sector Breakdown, essential services comprise 63.3% of the whole portfolio and as a whole, it translates to a long Weighted Average Lease Expiry (“WALE”) of 8.1 years – pretty awesome if you compare the figure to other S-REITs with an average 3 – 5 years WALE.

Takeaway #2: Not Resting on Their Laurels

‌‌On top of that, UHREIT isn’t merely maintaining the status quo; it’s actively pursuing growth opportunities too.

If you were to keep track of its track record since IPO, UHREIT has completed several yield-accretive acquisitions as well as several opportunistic divestments at a premium above valuation.

One recent example is their divestment of Big Pine Center, done at a good premium of 3.7% over the appraisal value of US$9.5 million, and a 7.7% premium over the purchase price of US$9.2 million.

In addition, I noticed that UHREIT also embarked on Asset Enhancement Initiative (“AEI”) early this year. It has undertaken an expansion project on existing excess land at its Floria property, Port St Lucie to construct a new 63,000 sq ft store, which has been pre-leased to Academy Sports + Outdoors and is on track to be completed in 2024.

In my opinion, this proactive approach from the Manager to pursue AEI and investment opportunities sets itself apart from other REITs which simply go for the traditional ‘rights issue for acquisitions & repeat’ strategy.

While the strategy to enlarge a REIT’s portfolio size via issuance of rights units has worked its charm during a low interest rate environment, it is detrimental and highly dilutive in this current ‘higher for longer’ interest rate outlook.‌

UHREIT has proven that it can continually optimise its portfolio through successful acquisitions, divestments and AEI, which should be something worth highlighting for REIT investors these days.

Takeaway #3: Strong Sponsors and an Experienced Management Team

‌When we talk about strong sponsors, the common names like CapitaLand, Frasers and Mapletree will pop up.

That said, not many would have been aware that UHREIT actually benefits from two reputable sponsors, UOB Global Capital LLC & The Hampshire Companies LLC (hence the name United Hampshire US REIT).

UOB Global Capital is a subsidiary of United Overseas Bank Limited and has a US$3.0 Billion AUM while Hampshire is a privately held, fully integrated real estate firm with over 60 years of track record.

Hampshire currently owns and operates a diversified portfolio of 190 properties across the U.S. and a US$2.0 billion AUM. Hampshire is also the asset manager of UHREIT.

Together, they have a synergistic long-term partnership of over 10 years and co-managed 3 funds together.

To top it off, UHREIT boasts of a dynamic management team. As previously mentioned, CEO Gerard Yuen has more than 20 years of experience in investment banking, finance and the public sector. UHREIT’s senior management team also comprises highly experienced professionals with experience in real estate, finance and accounting and investor relations.

The Chairman Mr. Tan Tong Hai, the former President and Chief Executive Officer of Starhub Ltd, is a well-known corporate leader in Singapore. Mr. James Hanson, President and CEO of The Hampshire Companies, and Mr. David Goss, co-founder and Managing Director of UOB Global Capital are also on the Board.

With such an experienced leadership team in place, UHREIT is well-equipped to navigate the complexities of the real estate market and continue its growth trajectory.

Takeaway #4: Consistent Operational Performance since IPO

‌UHREIT has demonstrated a remarkable track record of consistent operational performance with a high tenant retention of 92.0% since its IPO.

Adding on to what I have shared throughout the whole article, grocery & necessity properties tend to have long leases.

From the picture above, we can see how it plays out as the REIT has minimal leasing risk with only 0.9% lease expiring in 2023 and the bulk ~70% balance expiring only beyond 2027.

According to an article by WSJ, the demand for retail space has remained robust despite inflation pressures, high interest rates and some liquidations going on. This is due to a combination of factors:

  1. Supply of retail space has gone down sharply as construction has slowed down big time since the 2008-09 financial crisis.
  2. Remote working from home trend has propped up demand in sub-urban areas.
  3. Predictions about how E-commerce will wipe out physical retail is not materializing. In the contrary, Retailers have started using online analytics to pinpoint locations for successful stores.

The decline in supply and heightened demand bodes well for UHREIT, offering it more pricing power to further increase asking rents in the future.

Moving on to the recent financial performance, UHREIT has done well in growing the top- and bottom-line too. 1H2023 gross revenue is up 13.3% to US$36.0 million and net property income is up 14.0% to US$25.8 million on a year-to-year basis.

This stable performance is a testament to the REIT’s well-structured portfolio composition and effective management.

Takeaway #5: Attractive Valuation and Yield with Efficient Capital Management

‌Last but not least, we are always looking for the best bang for the buck as investors.

UHREIT stands out to me due to its low price-to-book ratio of only 0.6x and an impressive yield exceeding 12%.

One may say that the high interest rate environment is impacting REITs’ property values, especially the US-domiciled REITs. While this notion makes sense but it’s true only to a certain extent.

You can see that based on the Green Street Commercial Property Price Index, for the 3-year period from June 2020 to 2023, strip centers (shopping centers) and self-storage sectors in the US have increased their valuations by 19% and 58% respectively, underpinned by the work-from-home trend that’s here to stay.

To sum up, this combination of stable portfolio assets, attractive valuation and mouth-watering yield is hard to come by if there isn’t any fear imposed by the macro-economic risks out there.

Conclusion

In a landscape where US commercial real estate is facing a boatload of challenges, United Hampshire US REIT stands as a bright spot due to its unique portfolio, comprising of grocery-anchored and necessity-based retail properties along with modern self-storage facilities.

Moreover, I feel that UHREIT ticks all the boxes even when you refer to things like the management team, operational performance as well as the enticing cheap valuation and high yield.

Long story short, UHREIT does sound like a compelling hidden gem where you can get the best of both worlds – potential capital gains while you milk that >12 % yield that comes your way.

This post was originally posted here. The writer, James Yeo is a veteran community member and blogger on InvestingNote, with a username known as @Smallcapasia and has 982 followers.


InvestingNote is the first and largest social network for investors in Singapore. Find out more about us here.

Download our free app here:

apple
android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

https://www.smallcapasia.com/united-hampshire-us-reit-why-you-should-t…