Skip to content

Dividend Investing Might Be Making A Comeback!

Looking to add some reliable income and stability to your portfolio? Recently, MarketWatch has a new article, mentioning that dividend stocks can help to lower the overall risk of our investment portfolio. And many of these dividend stocks are now trading at a significant discount, because of current market situation; the high inflation and high-interest rate environment.

Over here in Singapore's REITs market, there are many S-REITs looking very attractive based on their valuation. Some of the stronger S-REITs are trading at a significant discount, as much as 20% below book value.  And for the dividends yield? Ranging from 5.5% to 7.5% based on current share prices!

Using REITsavvy screener, we can look for Mid & Large Market-Cap size S-REITs that are trading below valuation and yet giving a decent amount of yield.

  • $2 billion market cap size and above (Mid and Large Cap)
  • Price to Net Asset Value (P/NAV) ratio below < 1 (Trading below NAV)

We will have 10 REITs filtered (sorted based on Market-cap), among the 38 S-REITs that REITsavvy tracks.

And looking at this 10 S-REITs, we can see a good diverse of S-REITs across various sectors, trading below 1.0 P/NAV (Price to Net Asset Value) and also giving very decent yield.

With Fixed Deposits and Singapore Savings Bonds and Treasury Bills, a hot topic among Singaporeans over the last few years ever since the pandemic outbreak, some of these deposits and bills might be maturing, and many are seeking higher returns.
S-REITs could be an alternative solution. As shown with the table and chart above, S-REITs are trading at a discount and boast attractive dividend yields.
Note: The above analysis is NOT buy or sell recommendations of REITsavvy. Investors will need to do their own due diligence when it comes to investing their portfolio.
Exclusive REITsavvy Newsletter
Gain financial insights on REITs in minutes

The newsletter that keeps you up-to-date on REITs in minutes.