After SPHReit DPU cuts of 78.7% all malls related reits falls like no tomorrow. We need to ask ourselves, is this COVID-19 permanent or temporary. If your answer is temporary, then it is time for safe distancing buying as investors who buy during this weak period will be laughing to the banks once people start flocking to the malls after months of home quarantine. There is going to be hyper-inflation as DEMAND will shot up to the roof as the world money are now all quarantine in the home. Safe distancing buying means that you SHOULD NOT BUY at one lump sum. Divide your money like about 6 to 9 months so that you get a good average price.
Secondly, go for reits with large sponsor like Temasek or Capitaland. Once COVID-19 is tame, eventually it will as China had done it and so will the rest of the world, the only different is the SPEED which I believe no other country can do it as fast as a communist country where people are used to obeying what the government says. Democracy had its pros and cons.
