Monday, 21 July 2025

Time to buy REITs?

 


I mentioned in a previous post that my strategy was to accumulate World/US ETFs first because the outlook was bullish due to expected interest rate cuts. After World/US prices go up, switch to REITs as they will then play catch up.


In May 2025, with S&P500 constantly making new highs, I felt that REITs were primed to move so I bought a decent chunk of FLCT at $0.845 only to see the price drop further and S&P500 continue to make new highs.

BuyafterCrash: FLCT: Time to buy?

On hindsight, one can't time the bottom but at least I bought more at a decent price. Returning to today, FLCT has hit $0.885 and considering the $0.03 dividend that I received in the meantime, this means that FLCT has gone up 8.3% in 2 months. Nice.

With S&P500 hitting yet another high, I have continued my regular DCA of VWRD and VHYD this month, and also picking healthcare stocks which have crashed (NVO, GSK), but REITs are starting to look attractive.

I picked up Capland Ascott Residence Trust (HMN) and Capland (9CI, ok not exactly a REIT) yesterday but didn't manage to fill my FLCT order. Am looking at topping up a few more REITs today.

No comments:

Post a Comment