Money and Me: Is Headline DPU Hiding the Truth About Your REIT?

Money and Me: Is Headline DPU Hiding the Truth About Your REIT?

Are investors focusing too much on headline DPU when evaluating Singapore REITs?

Michelle Martin examines why the familiar distribution-per-unit number may not tell the full story.

In this episode of Money and Me, we explore whether investors should shift their focus from the quantity of distributions to the quality and sustainability behind them.

REIT specialist and Wealth Advisory Director Kenny Loh introduces a new framework - the Management Efficiency Index (MEI) - meant to help investors evaluate how effectively REIT managers generate and protect long-term income.

The conversation also unpacks the risks behind 100% payout strategies, accounting optic moves, and the impact of management fees paid in units.

With AGM season approaching, Kenny shares the key questions retail investors should ask management teams to better understand the resilience of distributions.

Any investor heading to a REIT AGM would benefit from knowing the right questions to ask to dive beyond the numbers to get at management "sweat equity".

See omnystudio.com/listener for privacy information.

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Episoder(3930)

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Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

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17 Jun 14min

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17 Jun 23min

Money and Me: The Hidden Growth Giants the Market Still Doesn't Get

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17 Jun 36min

Money and Me: Women's Health Doesn't Stop at Midlife — It Starts Mattering More

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Why are so many women misunderstood, misdiagnosed or unsupported during key life transitions - and what is the cost to employers? This episode explores why menopause and other midlife health challenge...

16 Jun 22min

LIVE WELL WITH MICHELLE: Why don't more Dads use parental leave?

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16 Jun 22min

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