building your REIT-irement portfolio
Properties
Author | Lim Jun Yuan |
Year | 2023 |
Format | Downloadable PDF |
Pages | 166 |
Download here for sample chapters of "building your REIT-irement portfolio"
Book Description
Do you know: In the 4th edition of OCBC Financial Wellness Index published in November 2022, it was found that just 62% of those in their 20s, and 56% of those in their 30s, worry about not having enough funds for retirement?
If you belong to this group of people, here's the good news - there is still decades to go before you eventually reach retirement age, and you can do something about it.
One of the ways include building up an investment portfolio of companies that pays out dividends regularly, so that when you retire, these dividends can provide you with the cash flow you need for your daily expenses.
Investing in Real Estate Investment Trust, or REITs for short, is one. Why REITs you may ask. The reason is because they are mandated to pay out at least 90% of their taxable income as dividends. Hence, as an investor, you will be able to receive dividends on a regular basis - this comes very handy when you retire.
Currently, there are 42 REITs listed on the Singapore Exchange, and not all of them make good investments. In this book, I will be showing you everything you need to build an income producing investment portfolio that can provide for you in your retirement years, including:
✔ A list of 9 things to look at to determine whether a REIT is worthy of your investment.
✔ How you can use a simple method to maximise your returns from your REIT investment.
✔ 4 signs of 'red flags' to look out for, and what you can do as a shareholder.
✔ Everything you need to know about investing in a REIT ETF, where you get instant diversification into basket of REITs in a single trade.
✔ And much more…
While a lot of work is required on your part to first understand about the individual REITs, investing in it, and also making sure the 'health' of the REITs you are invested in continues to remain sound, but I can promise you that all the effort you have put in will pay good dividends in the future when you retire - where the dividends paid out by the REITs provide you with the income you need for your retirement.
Testimonials
"I was riveted by the sheer simplicity of Building Your REIT-irement Portfolio. What struck me the most is it’s written in an easy-to-understand way. Jun Yuan’s writings are clear and concise. He has even compiled and answered the most urgent questions about REIT investing in one of his bonus chapters. My favourite chapter? How to Choose the Best REITs for Your Investment Portfolio.
After all, I’m a huge buyer of Singapore REIT shares. And this book is specially written for Singapore REITs.
If you’re getting your feet wet into the deep world of Singapore REIT investing, I’d highly recommend this book to all investors, beginner or experienced!" - Willie Keng, CFA, CEO & Founder of DividendTitan.com
"Definitely a must-read for investors looking to build a passive income flow!
Especially in a Singapore context, REITs is one of the many way to build up your recurring income as a means for retirement. In his book, Jun Yuan gives a very thorough views on REITs. From the basic concepts and understandings of REITs, to the valuing / monitoring / investing aspects of REITs, Jun Yuan has not only provide the simple ABCs (what), but also the application (how) to provide some action-able considerations.
Personally, I also like the "bonus chapters" that help to address some FAQs, and provide an overview of the various REITs that are listed on SGX.
Highly recommended to those who want to kick-start his or her journey in building up a REIT-irement portfolio."- Dan Chang C S, Trading Representative, PhillipCapital
"I am specially honoured to help Jun Yuan with this review as he is definitely more savvy in REITs investing than me.
At first glance, the book provides a comprehensive and well-structured framework to share on various aspects of REIT investing, guiding readers throughout the whole process of buying and monitoring REITs.
Upon further reading, I am amazed of the value offered in this book such as the 9-point criteria checklist, practical case studies and 4 potential red flags we should take note of."- James Yeo, Founder @ InvestKaki.com
"Jun Yuan has done a superb job of uncovering the important areas that an investor should look out for when investing in Singapore REITs.
This is one book that dividend seekers at all levels will find of real value."- Hazelle Soon, Chief Trainer of The Joyful Investors
About The Author
A brief introduction about myself. I am a retail trader cum investor, as well as a financial blogger at The Singaporean Investor (https://www.thesingaporeaninvestor.sg).
Additionally, I am an active member on the investing forum InvestingNote (https://www.investingnote.com) under the username @ljunyuan, where I was voted as the most popular member.