Hi Folks, welcome back to Investment Income for Life. Today, let's take a closer look at The Amova-Straits Trading Asia ex Japan REIT Index ETF ("CFA REIT ETF") which just released another quarterly dividend announcement. I am vested in this ETF via cash as well as CPF. CFA REIT ETF offers a convenient, single-trade solution for investors seeking passive income and exposure to Asia’s institutional real estate market. By tracking the FTSE EPRA Nareit Asia ex Japan REITs 10% Capped Index, this fund anchors its portfolio in Singapore’s resilient S-REIT sector while capturing growth from key regional hubs like Hong Kong and India.
1. Portfolio of CFA REIT ETF
CFA REIT ETF is primarily focused on SREIT on SGX. However, it gives investors some exposure to Hong Kong and India via the well-known Link REIT and Embassy Office Park REIT respectively. Link REIT is currently severely undervalued hence holding on to Link REIT gives some room of decent future capital growth opportunity for its investors.
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| As of 10 June 2026 |
2.Dividend Declaration Over Past 12 Quarters
Take note that the upcoming Q2 2026 dividend has been declared. The Ex-Dividend date is on July 1, 2026 and the dividend payment date is on August 3, 2026.
Parting Thoughts
The CFA ETF strongly reflects Singapore's dominance in the regional REIT ecosystem, with 9 out of the top 10 slots listed on the SGX. Link REIT provides some exposure to Hong Kong/Mainland China retail and office assets, while Embassy Office Parks offers a slice of India's fast-growing commercial office sector. For those who are very pessimistic on Hong Kong retail rental market and its worrying negative rental reversion, then this ETF may not be suited for you. Besides the CFA REIT ETF, I am also vested in additional direct investments into Link REIT.
Ok folks, that's all from me today. Have a wonderful week ahead!
im trying to slowly shift my mapletree REITs to CFA
ReplyDeleteHi Bro BF, good strategic diversification move you have there. CFA offers very broad form of diversification and holds many well known blue-chip REITs.
DeleteCFA reit has been performing very poorly for many years.
ReplyDeleteHi Bro Cory, thanks for sharing your thoughts on CFA REIT ETF. It performed extremely well for me. I got a bulk of it between S$0.708 per unit to S$0.757 per unit using my CPF OA. Basically note the following:
Delete1. CFA is not a reit by itself. It is a ETF that is made up of mostly SREITs;
2. From COVID to post COVID period, the SREIT scene suffered from the above mentioned event of COVID and then post COVID, the sudden aggressive spike in interest rates from close to 0.5% to 5.0% in a year lead to the severe underperformance;
3. If you believe that that interest rates going spiral upwards suddenly again, then best to stay away from this ETF and invest in alternative investments.
I will add on massively to CFA ETF if the price drop below S$0.70 per unit if US Fed start raising rates again.
Btw Sir, what are other alternative better performing dividend stocks that you would recommend at this juncture? Banks? Or non dividend stocks but fast growing AI or Memory stocks?