My Stocks Investing Journey

25/04/2026

Recorded Live Stream 2026 SREITs Playbook: 3 Pillars to Survive Higher-for-Longer Rates & Middle East Risks

The market landscape in April 2026 has shifted. Between geopolitical tensions in the Middle East and a "higher-for-longer" interest rate environment, retail investors are facing a critical turning point. Is your passive income safe, or are you holding a "Yield Trap"?

In this recorded webinar with Tiger Brokers, Kenny Loh (Founder of REITsavvy and SGX Academy Trainer) breaks down the "Yield Defense" strategy. Learn how to move past headline yields and identify REITs with the pricing power to survive and thrive in 2026.

[Key Takeaways]

✅ Pricing Power: Why Suburban Retail and Data Centres are outrunning inflation.

✅ Debt Management: How to check if a REIT can afford its interest payments.

✅ Yield Spread: Calculating the "Margin of Safety" against 10-year SGS yields.

View the recorded live stream here:

1 comment. "2026 SREITs Playbook: 3 Pillars to Survive Higher-for-Longer Rates & Middle East Risks"

24/04/2026

https://www.youtube.com/watch?v=pAWnglaHLVw&t=3s

22/04/2026

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16/03/2026

Money and Me: Is Headline DPU Hiding the Truth About Your REIT?
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Are investors focusing too much on headline DPU when evaluating Singapore REITs? Michelle Martin examines why the familiar distribution-per-unit number may not tell the full story.

In this episode of Money and Me, we explore whether investors should shift their focus from the quantity of distributions to the quality and sustainability behind them.
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REIT specialist and Wealth Advisory Director Kenny Loh introduces a new framework - the Management Efficiency Index (MEI) - meant to help investors evaluate how effectively REIT managers generate and protect long-term income.

The conversation also unpacks the risks behind 100% payout strategies, accounting optic moves, and the impact of management fees paid in units.
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With AGM season approaching, Kenny shares the key questions retail investors should ask management teams to better understand the resilience of distributions.

Any investor heading to a REIT AGM would benefit from knowing the right questions to ask to dive beyond the numbers to get at management "sweat equity".
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You can listen to the podcast over here.
‌https://reitsavvy.com/insights/money-and-me-is-headline-dpu-hiding-the-truth-about-your-reit
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Kenny Loh is a distinguished MAS Private Wealth Advisor (RNF: LKK300389588) representing Financial Alliance with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.
👉 www.kennyloh.net

03/03/2026

The Iran–US Conflict: Should Investors Be Worried?

This session explores whether the current Iran–US tensions represent a short-term geopolitical shock or a deeper structural economic risk.

We will examine how markets have historically reacted during major crises - such as the Gulf War, the September 11 attacks, and the Russia-Ukraine War - and assess whether volatility typically creates temporary dislocations or longer-lasting economic damage.

A key focus will be on energy markets, particularly the strategic importance of the Strait of Hormuz, a vital artery for global oil shipments. We will discuss how disruptions could impact oil prices, inflation expectations, central bank policy paths, and broader asset classes.

Finally, we will outline portfolio positioning strategies to help investors navigate uncertainty and elevated volatility - balancing risk management with the discipline required to stay invested during turbulent periods.

This session is designed to provide clarity, context, and actionable insights for investors seeking to make informed decisions amid geopolitical uncertainty.

Register at the link below:

The Iran–US Conflict: Should Investors Be Worried? will be taking place on The Iran–US Conflict: Should Investors Be Worried?. Register now so you do not miss out.

19/02/2026

𝐈𝐬 "𝐇𝐞𝐚𝐝𝐥𝐢𝐧𝐞 𝐃𝐏𝐔" 𝐦𝐚𝐬𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐭𝐫𝐮𝐭𝐡 𝐚𝐛𝐨𝐮𝐭 𝐲𝐨𝐮𝐫 𝐑𝐄𝐈𝐓’𝐬 ?
Pleased to joint author with Cecilia HL TAN to provide new insights for S-REIT investors. By combining my experience engaging with retail investors with Cecilia’s perspective as a former REIT CEO, we’ve identified a critical shift the market needs.
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We believe it’s time to look past the optics and focus on the Management Efficiency Index (MEI).
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In our latest article, we break down:
🟢The Transparency Gap: Why core rental cashflows are often hidden in statutory statements.
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🟢The 100% Payout Risk: Why distributing every cent of operational cashflow may be a red flag for long-term resilience.
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🟢Fees vs. Responsibility: Moving from an "entitlement" mindset to true value creation.
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Don't go into the upcoming season without knowing the real "North Star" for REIT management efficiency.
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Read the full analysis and see the MEI rankings below: 👇
https://reitsavvy.com/insights/what-the-mei-debate-really-means-for-s-reits-managers

16/01/2026

Singapore REITs may finally be turning the corner.‌ Singapore REITs enter 2026 at a pivotal moment say's Kenny Loh, as interest-rate cuts revive sentiment and valuations remain below historical averages.

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After delivering a near 23% gain in 2025 - their best run since 2019 - analysts expect a two-year earnings upgrade cycle driven by falling borrowing costs and rising distributions.‌ We unpack which REITs face refinancing risks, how balance sheets are being managed, and where higher interest coverage offers protection.‌ From industrial and logistics to retail, offices and data centres, we assess which property sub-sectors look resilient - and which still face headwinds.‌

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We also ask whether current price-to-NAV discounts present compelling entry points, or if markets are still pricing in too much caution.‌ Joining us is Kenny Loh, REIT Specialist and Wealth Advisory Director, as we discuss strategy, risks and specific S-REITs on the radar for 2026, hosted by Michelle Martin.‌
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Check out the radio interview here:
https://reitsavvy.com/insights/money-and-me-the-s-reit-comeback-income-upgrades-and-what-to-buy-in-2026
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13/01/2026

2026: What Might Happen in the Markets - And What Can You Do About It

Have risks been quietly increasing?
Since the 2008 Global Financial Crisis, we haven’t experienced another major crash of that scale. Because markets have mostly recovered quickly from past dips, many investors have gotten used to the idea that “if the market falls, just buy more.”

So far, this mindset has worked. But if another big crisis like 2008 happens again, this habit could cause serious and lasting losses.

"You can't predict, you can prepare."

Join us to understand the 2026 outlook and how to position your portfolio.
📅Thurs, 22 Jan 2026
⏱️6.00 PM - 9.00 PM

Register the seminar at the link below (seats are limited)
[email protected]" rel="ugc" target="_blank">https://engage.fa.com.sg/2026-investor-seminar/?a_aid=[email protected]

Since the 2008 Global Financial Crisis, we haven’t experienced another major crash of that scale. Because markets have mostly recovered quickly from past

03/01/2026

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye on for 2026?

The episode explores standout S-REIT sectors, the key metrics that matter most in a falling-rate world, and how income investors can position portfolios today.

We also unpack what Hong Kong Land’s move into private funds means for listed REITs like Keppel REIT - and whether dilution risks are rising.

Joining the conversation is Kenny Loh, REIT Specialist and Wealth https://reitsavvy.com/insights/money-and-me-s-reits-at-the-turning-point-income-opportunity-and-the-new-owners-of-property

26/12/2025

Wrap Up: Summary of Outlook 2026

💡The Pivot Year: 2026 is expected to be a pivotal recovery year for S-REITs, transitioning from a survival phase to a growth phase, primarily driven by a more accommodative lower interest rate environment.

💡DPU Inflection: We expect DPU growth to inflect upwards for the sector as lower interest expenses translate directly to distributable income.

💡The New Mantra: Investors should focus on Quality, Balance Sheet Strength, and Sector Exposure to secular growth trends (Data Centres, Logistics, Suburban Retail).

💡Actionable Strategy: S-REITs are poised to be an attractive income play, with a potential to deliver both stable yield and capital appreciation as market valuations converge with private asset values.

👇Check out the detail analysis in the article below:
https://ttm.financial/post/513564676767808

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31/10/2025

REIT investors, this is a pivotal moment—timing your entry is crucial! The market could break out for further gains or pull back into consolidation. Stay alert and watch the key support levels before taking action; exciting opportunities await, but cautious positioning will be key in both scenarios.