Outline ·
[ Standard ] ·
Linear+
REIT V2, Real Estate Investment Trust
|
SKY 1809
|
Jun 11 2010, 01:44 PM
|
|
The 10th Malaysia Plan with massive property constructions around KL/Selangor would once again change the prospective of KL properties.
Frankly, is it good for Malaysia ?
This post has been edited by SKY 1809: Jun 11 2010, 01:45 PM
|
|
|
|
|
|
SKY 1809
|
Jun 11 2010, 01:59 PM
|
|
QUOTE(Aggroboy @ Jun 11 2010, 01:50 PM) Funny enough analysts are not extra bullish on the construction sector, meaning they already factored in the benefits long ago. Other than that, more traffic jams for us  The supply would well exceed the demands. Why the Govt wants to spend the money to create such an over supply situation ? Then later you need to use good money to bail out the bad money. liao. The property crisis is in the making, if we are not careful. Need to study the history of Dubai carefully. Again, it is just my view. This post has been edited by SKY 1809: Jun 11 2010, 03:05 PM
|
|
|
|
|
|
SKY 1809
|
Jun 11 2010, 02:26 PM
|
|
QUOTE(Aggroboy @ Jun 11 2010, 02:18 PM) Hmm true. It's almost a part-time job keeping up tabs of our own property, dealing with bad tenants is also a major PITA. Yields not much better, but you stand to gain a lot from appreciation. REIT is like, okay, read some research docs, put in an excel, key in transaction online, lepak and wait every year for dividend check  Ya if you have done your home works, REITs are practically a Safe form of Internet Investing, without leaving your house or Office. The beauty of it. the E dividends make them more attractive. This post has been edited by SKY 1809: Jun 11 2010, 02:27 PM
|
|
|
|
|
|
SKY 1809
|
Jun 11 2010, 02:53 PM
|
|
QUOTE(whizzer @ Jun 11 2010, 02:47 PM) I think have to evaluate case by case. For me, I might be enticed to liquidate my REIT to buy the physical property if it is at an absolute bargain. There are many such opportunities like that around. It seems like most of those property millionaires get rich that way (like Rich Dad). However, I think I have not heard any sharing from REIT millionaires (Note: I may be wrong, please give some examples of REIT millionaires, so that we can be encouraged  ) In some cases, the capital appreciation can be astronomical esp for land. (Should have bought some land in bangsar twenty years ago, etc). There are odeli Billionaires like EPF invested in REITS. And Tamasek is going to buy some Sunreit. Another Billionaire . REIT is about Asset Allocation if you believe you need one. This post has been edited by SKY 1809: Jun 11 2010, 02:56 PM
|
|
|
|
|
|
SKY 1809
|
Jul 3 2010, 09:41 AM
|
|
QUOTE(yok70 @ Jul 3 2010, 02:16 AM) I saw someone asking what is withholding tax several times, but no answer. I also want to ask this same question. It says the dividend with withholding tax: for Resident Individual = 10%. Is it deduction of the dividend? This question had been answered many times before in V one. And I put it on the first page of V2 ( Post 2 ) in a summarised form. I think the current new batch of foumers are not maximizing the vast data and info compiled. Even some have school homeworks, they expect others to do for them . End of the day, you think there is a fast track to success in Investing  Again , it is just my view. This post has been edited by SKY 1809: Jul 3 2010, 10:23 AM
|
|
|
|
|
|
SKY 1809
|
Jul 9 2010, 05:25 PM
|
|
DELETED
This post has been edited by SKY 1809: Jul 9 2010, 08:06 PM
|
|
|
|
|
|
SKY 1809
|
Jul 17 2010, 10:57 AM
|
|
There is an old saying that Long term asset is supposedly to be supported with long term borrowings, that preached in most accounting textbooks.
The last Asia Financial Crisis spoke for itself. Many Malaysian companies at that time depended a lot on cheap short term borrowings were in troubles. Even Telekom Malaysia needed to be bailed out ( injected with fresh funds ) by British Telekom .
The high yields of REITS, or rather the high current expectations of small investors would continue to drive REITS to look for short term/cheap borrowings from daily surplus funds in money markets, to lower their costs of operations. There are good and bad, if you look at both sides of the coins.
Once the economy is facing some credit crunches , some less well managed REITS are likely to face similar problems. And the present trade cycle would not last for usual ten years, perhaps less than 5 years. The moment you see a small boom, more people would start to talk about recessions again.
But not easy to change the mindsets of small investors until they really face the real problems. Meanwhile, they would continue to look for the highest yields in the markets. Not saying it is a wrong way also, just the preferences of most individuals .
Just my view only.
And Happy Investing to all.
This post has been edited by SKY 1809: Jul 17 2010, 11:26 AM
|
|
|
|
|
|
SKY 1809
|
Jul 18 2010, 12:00 PM
|
|
QUOTE(mikehwy @ Jul 18 2010, 11:03 AM) CIMB issued 4 callable bull for trading of callable bull/bear contracts (CBBC). Msia becomes the 1st nation in Asia in such trading. Airasia, gamuda, Genting and cheating Bjcorp. market appeared to be interested at these for day 1 on friday. it was claimed that the Gamuda BB contract attracted much intereset for its potential exposure to the NEP particularly at the 'malaysia non-affordable' MRT and LCCT projects. oh .... REITS are not gambling tools.  Some info/introductions here :- http://realestate.financialplanningmalaysi...in-malaysia.phpBetter if You can find more about REITS by reading more in V1 plus V2 , and to make a final decision on which ones suit you. These are valuable and practical experiences shared by others . Somehow, there are no short cuts in Investing, even by obtaining the best education in university would not ensure the success of a person. However, to certain extents it might help. Just my view only. P/S > Sori, no intention to divert the attention of forumers to other blogs. This post has been edited by SKY 1809: Jul 18 2010, 12:35 PM
|
|
|
|
|
|
SKY 1809
|
Jul 18 2010, 02:31 PM
|
|
any short term investment ideas besides the REITs (or unit trusts)?
Frankly, One still has to sharpen one's knowledge and skill before you move out to the short term battle fields.
Basically it is still the same world as before, big fish is waiting to eat the small fish.
This post has been edited by SKY 1809: Jul 18 2010, 02:48 PM
|
|
|
|
|
|
SKY 1809
|
Jul 19 2010, 06:58 PM
|
|
QUOTE(protonw @ Jul 19 2010, 05:59 PM) Yet EPS has jump to 7.12 from 4.90 and we still get lesser divvy. So previous private placement has diluted our profits! No... Nowaday, EPS could include many things like the higher revaluation of shares and properties that you do not see the actual inflow of Cash. So over distributions of dividends ( if any from these assets ) could pose a big risk. There is no guarantee that these assets would go up higher and higher during the recessions. This post has been edited by SKY 1809: Jul 19 2010, 07:00 PM
|
|
|
|
|
|
SKY 1809
|
Jul 21 2010, 01:37 PM
|
|
QUOTE(htt @ Jul 21 2010, 11:53 AM) The 0.05 cents are from tax deductible item (capital allowance is tax term of depreciation in accounting, more or less), so they charge before taxable income... the explanation will be very long if I have to explain it here (maybe because I am long winded...). In short, no problem for that entry...  Aiyah, probably need to hold a seminar to explain the 0.05sen extra income. Most of the time, i just round it up or down. Very lazy to do an analysis of it of late. This post has been edited by SKY 1809: Jul 21 2010, 01:39 PM
|
|
|
|
|
|
SKY 1809
|
Jul 21 2010, 09:09 PM
|
|
For those who are interested to know more about Axis Reit. In case you disagree with the computations and fair value given, just ignore this report. Happy Investing to all. This post has been edited by SKY 1809: Jul 21 2010, 09:14 PM Attached File(s)
Axis_REIT_100721_CU.pdf ( 66.33k )
Number of downloads: 63
|
|
|
|
|
|
SKY 1809
|
Jul 23 2010, 07:23 AM
|
|
QUOTE(Polaris @ Jul 23 2010, 01:11 AM) Hmm, these dividends are peanuts unlesss a few hundred k is uploaded into these reits You never know the power of compounding interest. And the power of getting passive incomes, that one day, REITS give you in the incomes that you may not feel like to work. Then it is very powerful. Dream big dreams. This post has been edited by SKY 1809: Jul 23 2010, 07:25 AM
|
|
|
|
|
|
SKY 1809
|
Jul 24 2010, 10:07 AM
|
|
QUOTE(protonw @ Jul 23 2010, 10:10 PM) When it is not comfirm, then is estimates lor, can be lower or higher.  The projected rates are more or less the market practices. Once you include a confirmation in black and white, then you are putting yourself on the chopping board, i.e unlimited numbers of investors could sue you one. That is why investors need to read a fair bit to feel what is going on in the market. Those who promise you tons of returns are just beginners or people have not experienced the trade cycles enough . That is why, the Chinese believe you need to eat certain amount of salts to grow up. Unless you can see the future with a crystal ball, then it is an exception. This post has been edited by SKY 1809: Jul 24 2010, 10:34 AM
|
|
|
|
|
|
SKY 1809
|
Jul 24 2010, 03:44 PM
|
|
Rates though could be projected with certain accuracy but not easy to explain the tax structure part esp some tax allowances could have been given.
If it is a 0.05sen in DPU ( diff ) out due to tax structure, quite a hard time to explain or understand on that part.
If not , some forms of doubts remain in the mind of the investors.
That is what the marketing people do not like to do.
Malaysians somehow want 100% accuracy .
This post has been edited by SKY 1809: Jul 24 2010, 03:46 PM
|
|
|
|
|
|
SKY 1809
|
Jul 25 2010, 07:08 AM
|
|
QUOTE(idunnolol @ Jul 25 2010, 01:03 AM) And wont you be the happy one Oh well, Seems like no way to escape from taxes Let change your company business activity to ONLY buy and sell shares, then no need to pay tax .
|
|
|
|
|
|
SKY 1809
|
Jul 25 2010, 09:37 AM
|
|
QUOTE(raynman @ Jul 25 2010, 09:30 AM) You see Teddy? My comment has triggered an avalanche of helpful replies to your query from those guilty-conscious fellas.  Well, for me I think there is no need to reply if a person does not spend his/her own effort to read somethings useful in V1 or V2. If we continue to do so, we are back to spoon feeding system that I see as a major setback to Malaysia, as compared to Singapore. Singaporeans are forced to learn something on their own first, because they want to " save face" during a conversation they foresee in the future , in a way it is good. Malaysians demand for their rights to be taught again and again. Anyway, I am sure these group of people would not become future good investors. This post has been edited by SKY 1809: Jul 25 2010, 04:01 PM
|
|
|
|
|
|
SKY 1809
|
Jul 25 2010, 10:04 AM
|
|
QUOTE(idunnolol @ Jul 25 2010, 09:53 AM) Sure a? If like that i better reactivate my dormant sole proprietor company  The tax free is for all,whether individuals, sole prop or sdn bhd. Regarding your earlier Q on taxes , there are ways to minimize your taxes, but it is not a reit topic .
|
|
|
|
|
|
SKY 1809
|
Jul 30 2010, 05:59 PM
|
|
Reits going limit up soon liao  Lets Sai lang This post has been edited by SKY 1809: Jul 30 2010, 06:02 PM
|
|
|
|
|
|
SKY 1809
|
Aug 7 2010, 09:35 AM
|
|
REIT vs direct real estate investment http://biz.thestar.com.my/news/story.asp?f...53&sec=business
This post has been edited by SKY 1809: Aug 8 2010, 01:47 PM
|
|
|
|
|