In December, I decided to do one last flurry of REIT/Property counter buying this year and bought more Capland Ascott HMN, Frasers Logistics BUOU, Capitaland Integrated C38U, and Capitaland 9CI.
HMN is a large holding and BUOU / C38U are medium sized holding so I continue to increase my position. Capitaland 9CI still has not reached medium size yet. Under my current strategy, I should either accumulate or look at getting rid of it. I decided to accumulate.
With the latest Fed interest rate cut and the inevitably replacement of Powell with a Fed Chairman that will likely lower interest rates further, REITs should benefit. Even if we don't see huge capital gains, the lower borrowing costs should hopefully result in more dividends.
One property counter that I will be getting rid of in 2026 is Frasers Property. I don't have a large position and have lost some money on it. However, the position is small so it fortunately doesn't hurt that much to exit.
No comments:
Post a Comment