Basics of Investing Plus – Foundations of REIT Investing
Course Date: 15 & 22 July 2019 (2 Nights)
SkillsFuture credit can be used for this course. Please click here for more information.
With effect from 19 May 2017, SkillsFuture Singapore will revise the SkillsFuture Credit claims processes. All SkillsFuture Credit payments by SkillsFuture Singapore will be made to training providers instead of individuals.
Please submit your claim via the SkillsFuture website first if you wish to use your SkillsFuture credit.
Real Estate Investment Trusts (REITs) are funds that invest in a portfolio of income generating real estate assets such as shopping malls, offices or hotels, usually with a view to generating income for unit holders of the fund.
REITs have unique characteristics as compared to stocks and shares. Understanding their characteristics will enable you to find out how their returns are generated and how they help meet an investor’s investment objectives.
The following aspects of REITs will be discussed in detail:
- What exactly is a REIT?
Understand how REITs are structured and hence how they could benefit an investment portfolio.
- Quick Overview of all the REITs in SGX
There are more than 30 REITs listed on the Singapore Exchange and there are more to come. In this segment, you will get a quick overview of all these REITs, the properties they are holding and learn how to categorize the various REITs systematically.
- How do we analyse REITs and hence select the right one?
Learn how to analyse REITs with the fundamental analysis process, which entails Business Analysis, Financial Statement Analysis, Pricing Analysis and Risk Analysis. Through this analysis, you will have the capability to seek out the most suitable REITs that match certain investor profiles and investment objectives.
- REITs investment strategy
When is the best time to buy REITs? Can a buy-and-hold strategy for REITs be applied? We will explore how to buy in this segment to provide guidance in buying and selling REITs at the RIGHT time!
Chua I-Min, CFA is the Lead Instructor for Investor Education with A.B. Maximus & Co. Pte. Ltd. He conducts regular classes for SGX Academy in fundamental analysis, stock valuation, REITs and property stocks investments. His flagship program titled “Create a Secondary Income Stream through Long Term Share Investing” has been well received by retail investors. A book with the same title has been written to reach out to a wider audience.
I-Min graduated with a Bachelor’s Degree in Business Administration with Honours (2nd Upper), majoring in Finance. He continued his education by earning the CFA charter, a well sought after professional designation in the global investment industry. Even as a student, I-Min has been applying concepts from text books in the real world shares market. He has since honed his investment skills with more than 15 years of share investing experiences.
Professionally, I-Min has more than 11 years of working experience mainly in the investment industry. He was the Chief Operating Officer for A.B. Maximus before his current role. Previously as a real estate investment professional in Capitaland and subsequently PhillipCapital, he had collectively done investment deals amounting to S$250 million. Prior to that, he was based in China, participating in a successful IPO exercise of a Chinese company listed on the Singapore Exchange.
With effect from January 2016, Singaporeans aged 25 years and above who received their SkillsFuture Credit account activation letter will be eligible for an initial credit of $500 which can be used to pay for course fees for a range of eligible courses. SkillsFuture credits can be used for this course.
For more information, please refer to SkillsFuture website.
The Financial Training Scheme (“FTS”) provides funding for financial sector-specific training programmes which are recognized under FTS. This scheme is only eligible for company-sponsored participants who are Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and who have successfully completed a FTS programme. Financial Institutions (MAS licensed or exempt entities), involved in or supporting financial sector activities, are eligible to submit claims for company-sponsored participants.
For all FTS programmes commencing on or after 1 July 2016, Singapore Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs, subject to existing grant caps of S$2,000 per programme. Singapore Permanent Residents and Singapore Citizens below 40 years old will continue to be eligible for 50% co-funding of direct training costs for FTS programmes.
For more information, please refer to IBF website.
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(Operating Hours: 9.00am to 5.00pm)
Terms and Conditions
Singapore Exchange reserves the right to make changes to the time, date, syllabus, speakers, venue or cancel the course if warranted by circumstances beyond its control.
Cancellation and Transfer Policy
Cancellation for a registration must be made in writing at least 10 business days before the event and a refund (less a 10% administrative fee of total course fee) will be made. No refunds will be given for cancellations received less than 10 business days prior to the event. All requests for replacement must be made in writing at least 3 business days prior to the event.
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Alternatively, you may wish to make payment by cheque, made payable to “SGX Academy Secretariat“. Please mail your cheque to the following address:
SGX Academy Secretariat
160 Robinson Road
Please provide your name, email, contact number, event title and date on the reverse side of the cheque. Enrolment is contingent upon receipt by Singapore Exchange of full payment and availability of space in the event. A confirmation note will be sent via email 10 business days before the seminar/course commences.