Results
Risks
One of the few reits that has recovered and will thrive in the future. Having said that, there is risk of JB competition. Nothing is totally free in this world I guess in investment. Considering the risk and reward, is a calculated risk for me to have a stabel generating reit with some growth. FCT reit fits the bill well. And with Oil price low, bill costs will not be elevated too. I just have to size it appropriately to my own needs.
Investment
Current yield per my note is 5.3%. When Tariffs War was in quite deep crisis, I rebalanced half of my FCT holding to get stronger yield from other beaten counters after Ex-Rights. Subscibed a large amount of FCT rights shares in excess. This fill back some of those I sold at much lower price. This scenario seldom happens for this class of reit due to market was beaten down. People who has cash want to buy other heavily beaten down stocks. Those who don't have cash at that time, could not re-balance or borrow more to buy the rights. On hindsight, I should have applied even more.
FCT is my best performing Reit YTD for a low yield reit. This gives another lesson that in returns wise you can achieve greatness without taking much risk.
Cheers.
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2025-0504
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Disclaimer: The articles presented in this blog reflect personal opinions and are intended for informational and sharing purposes only. Not responsible of errors. Readers are advised to seek professional guidance when making financial decisions and should take full responsibility for their choices.
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