Be a better REIT investor and learn from JOSH TAN FINANCE SUMMIT - 🌟 jtinvestacademy.thinkific.com... Chapter #1: The BLACK SWAN event you must know! Chapter #2 Newest REIT updates and where are opportunities! Chapter #3 The NEW savings world! Chapter 4: Special Q&A! 🌟 For only $79, learn now - jtinvestacademy.thinkific.com... ***** I own more than $100,000 of this Reit Mapletree Industrial Trust. In this sharing, you'd hear the latest results of 1Q in FY24/25 where dividends per unit DPU has inched up. ***** To see updates and polls, join my TELEGRAM "Josh Tan Investment Official Group" here ► joshtan.link/telegram ► Follow Josh Tan on Linkedin to read articles and connect professionally lnkd.in/gkfid5nG ENGAGE Josh Tan to build an investment portfolio and do a complete retirement planning! ► www.theastuteparent.com/josh-tan
Many things u missed. Tco of a datacenter is very high. It is not a item to be overlooked. Example Lithium Ion batteries is a huge risk item. It needs to be replaced every 10 years and it cost alot to dispose. Not even touching on the topic how dangerous it is. New ai chips means old data center Must return their investment within 5 years if not they will face serious profitability issues. New AI CHIPS also means new way of designing datacenter, meaning the market is extremely volitile. Cooling, power densitity, sustainability and taxes are all in play. Datacenter is a booming class of reits, however the actual long term profitability is not answered unless someone has a answer to all the question above. Yes it will boom for the next 3 years. After that, be very very careful, because this reit will be stuck with underperforming datacenter that require alot of capex investment to keep up. Usually it will be limited by grid power and cooling water availbility. It is not a common layman knowledge above. Hope u can take reference.
While I agree with most points, I believe renaming Mapletree Industrial Trust to "Mapletree Tech Trust" might not be necessary. The current name maintains its heritage and market recognition, which is valuable in the investment community.
NAV premium/discount also suggest what is the possible resale value of the property. Data centre reit deserve an above 1x because data centres are still sold at a premium in market. Hope it explains k
@@joshconsultancy Festival Walk will not recover. HK people every weekend will go Shenzhen to shop & eat .... like what we do in JB. I was in HK 2024, not as vibrant as 20 yrs back.
It seems every man and his dog is running a DC reit. How long before this sector gets over saturated? Btw, YTL Group looks interesting, might be worth punting a few dollars
Not all DCs are the same. Location matters, as latency is an issue especially for high frequency traders / financial firms. This is why downtown DCs are always in demand. And it is not easy to expand DCs in downtown.
@@Leon-fj5dt probably easier and cheaper to run a high speed cable or use microwave transmitters, the hummingbird project It seems every country are going nut setting up dc, it's gonna get over saturated on day and worst of all, the rent in pretty average. Hard to get rich on meh
@@JustJamesDean No idea whats that. But I am aware that financial firms want some of their data centers near them for HFT. Millisecs matter. There will be demand for DCs in downtown and outside. Its harder to expand in downtown. If location is not important, why would firms pay extra for renting DCs downtown right? haha.
Why must maple REITs so "addicted" to ccp/hk? Can they just stay away from this area till things clear up? REITs is for comparatively lower risk investment, not for them to "gamble" 😕. Somebody up there still getting distorted advice.
Be a better REIT investor and learn from JOSH TAN FINANCE SUMMIT -
🌟 jtinvestacademy.thinkific.com...
Chapter #1: The BLACK SWAN event you must know!
Chapter #2 Newest REIT updates and where are opportunities!
Chapter #3 The NEW savings world!
Chapter 4: Special Q&A!
🌟 For only $79, learn now - jtinvestacademy.thinkific.com...
*****
I own more than $100,000 of this Reit Mapletree Industrial Trust. In this sharing, you'd hear the latest results of 1Q in FY24/25 where dividends per unit DPU has inched up.
*****
To see updates and polls, join my TELEGRAM "Josh Tan Investment Official Group" here
► joshtan.link/telegram
► Follow Josh Tan on Linkedin to read articles and connect professionally
lnkd.in/gkfid5nG
ENGAGE Josh Tan to build an investment portfolio and do a complete retirement planning!
► www.theastuteparent.com/josh-tan
Thank you for the insights. Much appreciated
No probs, hope it rides up for all of us!
I watched your video on this Mapletree and I am poorer by $10k after investing $100k in Mapletree for $2.55 per share . 😢
Money is made in the purchase not in what Mr market puts out there as day-day price k
Stay patient and optimistic 🙂
Can you tell what happened to Mapletree investment trust ? It is at the lowest，Why keep dropping and for how long it will dive further ?
If its down not because of bad operations, stay calm k
MIT in US is a top school. Don't change!
LOL! Dont care, change to MTT!
@@joshconsultancy black cat white cat, whichever can catch mice is a good cat. But whatever it is, do not change to MATI
Looks good for US data Center for long term if they can turn US side into profitable in the future.
I like the MTT idea!😂
Hope management sees it 😂
Many things u missed.
Tco of a datacenter is very high. It is not a item to be overlooked. Example Lithium Ion batteries is a huge risk item. It needs to be replaced every 10 years and it cost alot to dispose. Not even touching on the topic how dangerous it is.
New ai chips means old data center Must return their investment within 5 years if not they will face serious profitability issues.
New AI CHIPS also means new way of designing datacenter, meaning the market is extremely volitile. Cooling, power densitity, sustainability and taxes are all in play.
Datacenter is a booming class of reits, however the actual long term profitability is not answered unless someone has a answer to all the question above.
Yes it will boom for the next 3 years. After that, be very very careful, because this reit will be stuck with underperforming datacenter that require alot of capex investment to keep up. Usually it will be limited by grid power and cooling water availbility.
It is not a common layman knowledge above. Hope u can take reference.
Interesting points raised
At what price?
Good investment, but with $100k, you should diversify to spread the risk instead.
Agree on not over concentrating 👍
Name change from industrial is good as in the last industrial talk about factories
While I agree with most points, I believe renaming Mapletree Industrial Trust to "Mapletree Tech Trust" might not be necessary. The current name maintains its heritage and market recognition, which is valuable in the investment community.
Hmm? POV noted. Facebook changed to meta to communicate the future vision
The share price has been since going down by -29% after it reached the peak around $3 per share in September 2020.
so is it dangerous to buy because it doesnt go up
OR safe to buy because its attactively valued now?
@@joshconsultancy definitely dangerous to buy after Black Monday
MIT's share price and dividend performance over the past year have been stable and better than those of MPACT and MLT
Different property asset class and also different geography
I followed you to buy Mapletree industrial trusts at $2.55 . Shd I hold or cut loss ?
New update coming soon on MIT stay tuned.
Best is to like what you bought through enough thick and thin k
Their NAV is above 1. Does that mean it is actually over valued?
NAV premium/discount also suggest what is the possible resale value of the property.
Data centre reit deserve an above 1x because data centres are still sold at a premium in market. Hope it explains k
Nice Pick. Bao Jiak
Hopefully up up and away =)
dunno if mapletree or any temasek companies can buy into Malaysia Data centres. i think not only Nvidia, other big tech are in Malaysia
I actually think big tech firms will realise working on a project in malaysia is different from sg lol
😆yah. hopefully. then will have more demand for Sreits !
Tqvm sifu for buying 100k. This helps me with my small tiny 1lot. Xie xie ni. Ekekke
Keep building. Dont worry too much about near term ups and downs =)
Most of the REITs are near 1 year low
At this moment yes. Give it some time
I will follow you🎉
Let’s go 🔥
@@joshconsultancyI follow you and now I am quite worrying
Wow u brought 100k
Gradually built up
@@joshconsultancy why not choose a ETf then pick this one
Yes lah Josh, ME8U for the win
Also my top holding ❤
Nice!!!
Be cautious on REITs…anyway good luck brother ☘️☘️☘️
No probs, thank you
how about Malptree Pan ?
Different assets they own. Hopefully the festival walk
hK mall can recover soon
@@joshconsultancy Festival Walk will not recover. HK people every weekend will go Shenzhen to shop & eat .... like what we do in JB. I was in HK 2024, not as vibrant as 20 yrs back.
I am praying they don't invest into China/HK. Shenzhen is dead. Please no. Just expand in Japan or South Korea.
POV noted
It seems every man and his dog is running a DC reit. How long before this sector gets over saturated?
Btw, YTL Group looks interesting, might be worth punting a few dollars
It will come but not likely soon.
Not all DCs are the same. Location matters, as latency is an issue especially for high frequency traders / financial firms. This is why downtown DCs are always in demand. And it is not easy to expand DCs in downtown.
@@Leon-fj5dt probably easier and cheaper to run a high speed cable or use microwave transmitters, the hummingbird project
It seems every country are going nut setting up dc, it's gonna get over saturated on day and worst of all, the rent in pretty average. Hard to get rich on meh
@@JustJamesDean No idea whats that. But I am aware that financial firms want some of their data centers near them for HFT. Millisecs matter. There will be demand for DCs in downtown and outside. Its harder to expand in downtown. If location is not important, why would firms pay extra for renting DCs downtown right? haha.
@@Leon-fj5dt hummingbird project, it's a movie about hft and the cable they had to lay
Why must maple REITs so "addicted" to ccp/hk? Can they just stay away from this area till things clear up? REITs is for comparatively lower risk investment, not for them to "gamble" 😕. Somebody up there still getting distorted advice.
It is great value now because of current sentiment and fear of ccp