Singapore REITs Advisory and Recommendation

Price: 1500-2000 (20% discount for current students and clients)

“Are you looking to invest in REITs but don’t know where to start? Engage a qualified REIT specialist to help you construct a portfolio that aligns with your investment goals. With their expertise, you can avoid costly mistakes and shorten the learning curve. Start investing in REITs with confidence today!”

Remember, investing in REITs can be a great way to diversify your portfolio and generate passive income. By engaging a qualified REIT specialist and MAS licensed financial advisor,  you can ensure that your investments are well-managed and aligned with your financial goals.

Deliverables:

  • A pre-meeting (complementary) to understand your investment objective, risk appetite and time horizon to assess whether REITs is a suitable asset class for you. You can book the meeting by click the “Book My Time for Discussion” button below. 
  • Review your current REITs portfolio and make recommendation how to improve your current portfolio
  • Provide a list of recommended REITs depends on the size of your capital and risk appetite.
  • A reports (50-80 pages) to be provided within 2 weeks.
  • A meeting (typically 1-2 hours) to explain the REITs recommendation and address all your questions related to the portfolio.
  • You have an option to DIY your own portfolio with reference to the recommended REITs portfolio, or engage me to construct and manage the portfolio for you (i.e. outsource the investment so that you can save your time to pursue your own passion and work).

Kenny Loh is a Wealth Advisory Director specializing in holistic investment planning and estate management. My mission is to help clients grow their investment capital and create passive income for retirement. I also facilitate tax-efficient portfolio transfers to beneficiaries, ensuring tax-free capital appreciation and optimized wealth transfer through strategic asset structuring. Kenny is also an investment coach of SGX Academy specialises in Singapore REITs and regular guest speaker on Money89.3 providing monthly update for Singapore REITs sector.

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Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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