Plan for 2nd wave sell down

if it comes.

For reits/trust, I would want to accumulate them if they correct 5-10% from current levels.

Hospitality Most affected by COVID-19

• CDL H Trust (now @ $0.90).

Retail

• CapitaLand Mall Trust (now @ $1.85)
• CapitaLand Retail China (now @ $1.28)

Office/Commercial

• IREIT Global (now @ $0.67)

Industrial

• AIMS APAC REIT (now @ $1.22)
• Ascendas i-Trust (now @ $1.32)

Healthcare Least affected by COVID-19

• First REIT (now @ $0.805).

For blue chips, I would re-look at them if STI correct 3-4% from current level of 2499.