jonno
Member of DD Central
nil satis nisi optimum
Posts: 2,806 
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Post by jonno on Jan 3, 2018 12:47:13 GMT
Going back to New River Reit: Divi of over 6% per year plus capital growth of over 60% in 5 years. Not bad for something that "Nobody wants"!!  |
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ding
Member of DD Central
Posts: 238
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REITs
Jan 3, 2018 13:42:18 GMT
Post by ding on Jan 3, 2018 13:42:18 GMT
Please bear in mind the additional TAX liable beyond what you would normally have to pay for other English PLC.
I have all my REIT in SIPP/ISA to avoid.
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Post by Deleted on Jan 3, 2018 13:58:19 GMT
Going back to New River Reit: Divi of over 6% per year plus capital growth of over 60% in 5 years. Not bad for something that "Nobody wants"!! You make a good point and if we were buying five years ago it would have been very foresighted. Now, I'm not so sure.... still you pays your money and you takes your choice 
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locutus
Member of DD Central
Posts: 1,059
Likes: 1,622
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REITs
Jan 3, 2018 14:09:23 GMT
Post by locutus on Jan 3, 2018 14:09:23 GMT
You make a good point and if we were buying five years ago it would have been very foresighted. Now, I'm not so sure.... still you pays your money and you takes your choice Is this not the real issue with REITs? Property prices are at an all time high and interest rates are at an all time low and at some point both of these things will reverse and impact REIT valuations quite significantly.
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REITs
Jan 4, 2018 10:21:20 GMT
Post by Deleted on Jan 4, 2018 10:21:20 GMT
peerlessperil appreciate the wide ranging reply, although I'm not looking for income at this stage I am attempting to build a widely diversified portfolio aiming to grow at 5%+ annually. Of course I could be more ambitious but I don't really have the knowledge currently to chase higher risks. I am thinking of 10% of portfolio directly in property with 5% in residential through Property Partner and 5% in REITs/ITs. You've given me plenty of options to consider. If share buying cost was £5, what is the smallest amount you would consider buying, not sure how much further to diversify my 5% at increased trading cost. longjohn thanks for the long list! I was already struggling chosing between about 10 options .... 77  locutus it would appear whether it's equities, bonds, property, crypto there is an opinion it's bubbling, in the absence of an obvious option I'm diversifying and hedging my bets. Would you look at alternate entries to property other than REITs in the current climate?
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REITs
Jan 18, 2018 18:45:51 GMT
via mobile
Post by Deleted on Jan 18, 2018 18:45:51 GMT
Infrastructure bonds were one of the recommendations to come out of this discussion. Who knew that was about to hit the headlines so dramatically with Carillion! I see HICL and John Laing have dropped 3-4% today which is the first time I'd looked.
Haven't invested yet as my ISA transfer hasn't gone through, might get a more attractive price if I still go ahead in that arena!
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macq
Member of DD Central
Posts: 1,934
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REITs
Jan 18, 2018 21:32:03 GMT
Post by macq on Jan 18, 2018 21:32:03 GMT
Infrastructure bonds were one of the recommendations to come out of this discussion. Who knew that was about to hit the headlines so dramatically with Carillion! I see HICL and John Laing have dropped 3-4% today which is the first time I'd looked. Haven't invested yet as my ISA transfer hasn't gone through, might get a more attractive price if I still go ahead in that arena! There had been warnings for a while that infrastructure premium's were high and that many funds over valued.And they had not been doing as well over the last 6-12 months,but the yield is good on most and that's what people were chasing and so they will still appeal to some investors
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REITs
Jan 19, 2018 15:41:52 GMT
Post by peerlessperil on Jan 19, 2018 15:41:52 GMT
Some comments on the John Laing fund (ticker JLIF): - There is a fund specific issue in that the largest holding is an exposure to metro stations in Barcelona. Clearly the debate over Catelonian secession is not particularly helpful for sentiment
- They've put out a statement on the Carillion exposure. They do have Carillion on a number of projects, but contingency plans are in place to replace them as Facility Manager and the financial impact is described as "minimal additional cost".
I suspect sentiment towards the broader PFI/PPP sector and implications for the NAO report, not to mention the prospect of a Labour govt, are what may be ruffling feathers
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