ESR-REIT (9A4U): 7.9% Yield vs. S$2.46 Fair Value 🦖 EP1307

Описание: 🟩 If you own ESR-REIT or you are hunting for yield on the SGX, that 7.9% headline number will catch your eye. You know T-bills pay about 3%, so a yield this high can feel like either a gift or a trap. In this video, Iggy breaks down whether ESR-REIT is a solid income engine for your CPF and SRS, or a time bomb wrapped in dividends.​

You will see how the 23% revenue growth compares with almost flat DPU, and why dilution and gearing matter more than the glossy top-line. Iggy also walks through InvestingPro’s fair value model, the Japan logistics angle, the REC Solar concentration risk, and the silent drag from land lease decay. By the end, you will see the full risk–reward picture in simple numbers, not sales talk.

Watch this video all the way through to learn Iggy’s exact verdict: why he rates ESR-REIT as a HOLD for income hunters, but a WAIT for value buyers. You will also hear his preferred buy range, how he builds in a margin of safety, and how you can run the same checks on your own SGX REITs with InvestingPro. Hit play now to see whether ESR-REIT deserves a place in your retirement portfolio.

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