Margin on REITs – Higher Returns, Higher Risks!
Course Date: 24 November 2018
Course Fee: $388* / *Inaugural Price (U.P. $488)
A Real Estate Investment Trust (REIT) is a dividend play instrument whereby most investors buy and hold for the long term to collect a steady stream of dividends. It is now possible to increase the dividend yield significantly with margin.
Of course, margin brings along additional risk, so the question is, “Can we enjoy the higher dividend returns with the risks mitigated?”
Program Objectives & Benefits
This is an intermediate level course whereby participants are expected to bring their own laptop with EXCEL to perform certain calculations. Please also note that investment with margin is considered high risk and not suitable for beginners. In this course, you will get insights and hands-on exercises on the following topics:
- REITs Fair Yield Calculation
Margin call is one of the main risks for this strategy. To prevent margin call, we have to make sure that we do not buy the REITs at overvalued price. There will be hands on exercise to calculate the REITs fair yield so that you can determine if the REITs are over or under valued.
- Risk Analysis for REITs
REITs for this strategy must be stable and we cannot have REITs subjected to high price volatility. In this segment, we will look at how to analyse the risks of REITs and hence enabling to choose more stable REITs.
What is margin? How does it work? Why is this considered risky?
- Margin on REITs
Discussion on actual implementation strategy and risk mitigating measures on achieving higher dividend yield while managing the risks!
Course Structure / Content
2 x 3 hours of intensive group tutorial
Participants are expected to bring a laptop with EXCEL. Lessons will be conducted in facilitation format whereby there will be mostly discussions, hands on exercises and Q&A.
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 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.
For further enquiries, please email firstname.lastname@example.org or call 6327-5438.
(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
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.