tag:blogger.com,1999:blog-6213354074634538714.post3471876470466203318..comments2023-08-03T23:30:19.645+08:00Comments on (The) Boring Investor: Getting Ready for US Interest Rate RisesLee Chin Waihttp://www.blogger.com/profile/10250390011842795509noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6213354074634538714.post-85411372176769278772015-06-22T23:50:18.813+08:002015-06-22T23:50:18.813+08:00Hi E H,
In the short-term, the impact is small, a...Hi E H,<br /><br />In the short-term, the impact is small, as most REITs would have hedged a large portion of their debts. But in the medium-term, as the hedges expire, the impact on DPU from higher interest rates will get larger.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-27037783855113831022015-06-22T09:19:13.204+08:002015-06-22T09:19:13.204+08:00Hi BI
I noted the following line in FEHT's Ma...Hi BI<br /><br />I noted the following line in FEHT's May/June 2015 Investor Presentation slides: "A spike in short-term interest rates in 1Q 2015 resulted in an increase in finance costs, which also contributed to the lower income available for distribution."<br /><br />Link: http://feht.listedcompany.com/newsroom/20150526_171917_Q5T_SYUR2OVU9Q58KK70.1.pdf<br /><br />Methinks such interest rates gyrations do have a substantial effect on REITs' DPUs. Your take?<br />KChttps://www.blogger.com/profile/15681244843883578276noreply@blogger.com