Basics of Investing Plus – Foundations of REIT Investing
Course Date: 11, 12 & 13 September 2019 (3 Nights)
Course Fee: $228* / *Early bird price valid until 4 September 2019 (U.P. $268)
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 40 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 conducts regular classes for SGX Academy on 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.
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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SGX Academy Secretariat
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