Quote from: Ambatman on August 15, 2025, 05:09:30 PM

This was what The sceptical chemist was talking about some weeks ago
Despite its attractive percent, there are Real Estates based shares that have been doing it for years and with better percentage.

Really? I doubt it. I have used the best example, the blue chip of REITs. To begin with, not all REITs pay monthly, which is not a great advantage but something many investors look for. And REITs that have been able to increase their dividends for many years and raise their share price by more than 10% annually with a long track record, well, there may be some other, but it is not common.

Quote from: Ambatman on August 15, 2025, 05:09:30 PM

STRC focuses more on high yield and price stability over capital appreciation hence it's relatively lower risk.
Imo it depends on dividend increase to meet up not necessarily capital appreciation

Especially since the 9% yield is an initial figure which subject to adjustments based on performance.

That's why I say we'll have to see how it plays out, because in the presentation they talked about adjusting the price to around $100 and adjusting the dividend, but not about a plan to increase the dividend over the years. So, in principle, they can raise it, but they can also lower it. Without focusing on REITs, there are many stocks that have increased their dividends for many years, which are the ones used by dividend growth investors.

I suppose they don't want to commit to anything prematurely, but it should be a long-term goal. If they keep the base price at $100, the dividend, although with monthly fluctuations, should be increased in the long term to absorb capital from the DGI.