Yes & No.

Yes, if there is huge property bubble bursting, surely affecting reit. As valuation of property will come down, rental rate pressure etc.

No, locally, yes, there is some bubble, but not as big as worrying as what had happened in overseas, especially like US RE bubble, or China RE bubble.

The major worry of locally reit is about economy growth/recession, as those office space, industrial reit (which mostly in this catergory), is highly depended on economy situation.

Also, recent property fever is more on residential market, which almost all local reit has no exposure in this sector.

Insider Asia put Quill into their portfolio this week citing their undervalued NTA. That's kinda weird, since I thought it's the DPU that counts.

Hi all, I'm new to REIT. Can advise which the top 3 REIT making good returns / positive outcome? I just to directly to Bursa Saham Malaysia and buy REIT on the spot? Thanks for helping out...

for your reference: http://mreit.reitdata.com/

nice info there

Bro..how many dividend STAREIT give ??
I'm the new to REIT !!
Just bought SUNREIT..
Thanks for share !

According http://mreit.reitdata.com, yield is around 7.31%. However, today's MBB report on QCAPITA, I saw that the projected STARREIT FY11 yield at 11.6% Dunno how they project like that

This post has been edited by whizzer: Oct 20 2010, 11:27 PM


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whizzer,

They projected based on today's price.

Hope Sunreit will get 8 % dividend !!

i read some blog is say CMMT i about 7% only. Any advice on CMMT?

Did they calculated on today's price and the past 4 quarters properties income? That would be very misleading since lot10 and starhill is already gone. And when the reit inject new hotels in, another different story increase income+eps dilution. So, what's that forecast represents actually?

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Added on October 21, 2010, 12:29 amOn the MBB QCaptial paper, the forecast of FY11 for cmmt has a yield of 7.2%. But FY10 yield only 6.x%.



This post has been edited by yok70: Oct 21 2010, 12:29 AM

Wow, they have the crystal ball!

Which and which properties being injected is not yet known, they already can come out with some yield number?

Even use back the old properties portfolio, I don't know how to find a 11% yield.

starhill and lot 10 gone? where did they go? sold?

The above are exactly the things investors are afraid of when making investments decisions. The disclosures are not honest and are misleading - Unsystemic Risks.

Better stay away.

Sold to Starhill Global Sg

Sold for some magic beans which hopefully can be grown to a giant beanstalk later on

so you have high hope on hotel reit?

I believed YTL intends to focus more on the SG Market, hence, the selling of their crown jewel props to their SG REIT !

Axreit close 2.22! Yeah!

cherroy,

Weren't analysts being paid to make us (the investors) happy with their forecasts?

yok70,

That is correct, the highest close yet. With such good quarterly results and revaluation, no wonder the price surged that much. The results indicate that they still owe us 0.95 cents in dividend (out of a 4 cents dividend). Doesn't sound bad at all, considering the enlarged UIC.

Just for the record, 4 out of my 5 counters did extremely well today, giving me a paper gain of RM4,700 for today. I have not seen such a huge daily gain in my portfolio since 11 years ago. I am extremely satisfied