QUOTE(cherroy @ Aug 7 2011, 09:20 AM)
The office space concern is real.
As supply pace is faster than demand at least for the near future.
If we see office reit registered lower income, then we can see office related reit price goes lower, to match the expectation yield.
The 2008 crash, was because the fear of severe recession might result in lease cannot be renewed, refinance cost become expensive or difficult to be obtained.
There were reit (particularly overseas) especially those high leveraged one, unable to refinance resulted reit need to fire-sale their asset during the wrong time.
Reit is not a foolproof investment, there are risks involved as well.
Just because we saw reit recover in price and not having lease problem issue, despite the recession, we cannot conclude every reit will surely plunge and recover back.
There were reit that unable to attract tenants, or having difficulty in rental as well, not so good properties in the portfolio resulted dismay income.
I would say, don't be over-confidence.
Every reit performance is not the same. Every properties is not the same. Some properties are selling like hot cake, and tenants easy to find and can good yield.
Some properties may be sitting there, little people interested.
So it is better to evaluate the reit underlying portfolio properties, their location etc.
As even office space may face supply>demand, it doesn't mean all office space rental/lease is totally bad. There are still location people prefer and highly demanded.
Same with boom time, there are still properties that perform not so good during good time.
Agreed! Thus i said i'd pickup at the right price
Everything has a right price and if it's not at a right price, dont lar buy in. Heck, even things like PBank and Nestle - good Co & managed well, but at the wrong price, waffor?
I'm just a simpleton - buy MORE during sales and buy just ngam ngam if ok price, and avoid like the plaque when it's way too expensive. Just like groceries shopping - stockup cow cow during sales AND if it can be kept properly AND it's useful. Else ignore or buy just enough. I'm a "domesticated guy" - what to do bwhahaha.
Quick quick - ask me which airconditioner, washing machine and vacuum cleaner has the best bang for the buck (ie. does the best it suppose to do at the best price of purchase & usage)
Note - i'm just totally cheesed off by the fler making a blanket statement about office REITs AND telling people to sell off. Dude - U have crystal balls ar? If not, dont lar make blanket statements like that - IF THEN ELSE statements good, BUY BUY BUY SELL SELL SELL with general blanket statement is not right. In addition, apparently if there's a sell off, it's not of value to people like me? Again - mana itu logic? At what price point mar, sheesh.
This post has been edited by wongmunkeong: Aug 7 2011, 09:40 AM 
Aug 4 2011, 08:34 AM
Quote
By the way, what is the minimum amount to buy the reits so that the dividend is far enough to cover for the broker's fee. I dun want to buy separately. I want to buy it in one shot so that wont charged for each transaction. Let say I buy RM 5k reits, can estimate roughly how much I can earn from that? Your 6-8% yield is yearly? It means that I can earn RM 5k x 0.06 = RM 300 per year?
Want competition for them stocks meh.
UNFORTUNATELY several other counters also down 
0.0509sec
0.85
7 queries
GZIP Disabled