Demystifying the REITs for Outperformance in 2019

LEARNING POINTS

SREITS have gone on a rampage in the first 8 months of the year with a record $5 billion acquisitions binge, mostly in overseas markets. Notably, those that overpay for their acquisitions have underperformed - we will demistify some of the arguments that management had normally put forward as the subsequent share price underperformance is indeed indication of their over payment or wrongful acquisition.

As correctly predicted previously, the Office and Hospitality Sector have recovered this year, but share price performances normally run ahead. We delve deep into WHEN the Retail and Industrial Sectors will recover and strategic positioning into such winners.

REGISTRATION starts at 9:30am

Class commence at 10:00am and end at 2:00pm

(Lunch shall be served at 12:30pm)