yeah.. it keeps appreciating
was worried about competition from empire subang at first, but there yields steady, so i jumped in a little bit, now wanna top up more haha.

REIT's price keep moving up lately while stock market jumping up and down. Hard to add more with lower price.

 Hektar.pdf ( 198.52k ) Number of downloads: 40

I have some money to buy reits... but don't know which Reits shud I buy..I will average up if I buy arreit, hektar, amfirst, qcapita and atrium.. any tips for me? appreciate any suggestions. or shud I just wait ?

Tqtq

This post has been edited by coca^cola: May 12 2011, 03:54 PM

It seems to me that the highest yielding REIT at the moment is Tower, but it doesn't seem to be a popular choice on LYN. May I ask why?

u shld go for ARREIT , SUNREIT & CMMT....

Beware of office lots over supply issue. Office buildings facing heavy competetion among old and new supply. Expect rental reduction in near future or higher empty rate.

even though REIT is mainly for dividend, but just like any other investments, total return = capital gain + dividend is the most important factor. if you get dividends, but the REIT is losing shit, it might be better off to sell off the losing REIT.

I sold SunReit for capital gains... Cash in later at lower price..

I believe housing bubble burst would affect the price of each REITs, right?

Do you guys think there would be housing bubble burst soon in Malaysia?

I would believe so based on the current trend. Supply>Demand

According to historical charts of each REIT, we are half way through to the heights.

Not actually.

For office space, yes for near future 2-3 years time, yes.
For residential market, supply = demand at the moment.
Whether the demand is speculative demand, this is different perspective.

Do remember once the property market slow down, developers generally cut down the supply.
Supply can be elastic one based on demand.

For reit, there are different class, Mall, Office, Industrial, Hospitality.
Some are under long term lease, some are not.

So the effect of property slump will affect different reit at different degree.
Those under long term lease will have least impact.

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Added on May 13, 2011, 11:35 amIf reit price is going down, while its earning still maintain, aka same dividend, it makes the reit more attractive as yield become higher.

Buying reit, is all about yield.
Don't buy reit if intended to get capital gain.
Capital gain is a bonus and shouldn't be first consideration when buying reit.

This post has been edited by cherroy: May 13 2011, 11:36 AM

difficult to get CMMT at quite a low price of 1.13 to 1.14.still waiting to add up 2 more lots

u shld add more than 2lots... this coming quarter report, will fly more higher...

I'll be jumping in joy with U when REITs' market (not value) price goes down WHILE it's quantum of dividend remains (DY% moves higher) - time to go on a shopping spree for REITs

Not now...Jun will have special discount according to Feng Shui

i will add up more so far only hold 1 lot.plan to add up til 5 lot

Cool - June's birthday gift
I'm armed and ammo prepared for the great hunt (of value)