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 REIT V2, Real Estate Investment Trust

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darkknight81
post Jan 19 2011, 08:49 PM

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Perbadanan Kemajuan Negeri Selangor

Acquired Date 13 Jan 2011

32,360,000 shares of ARREIT. biggrin.gif

New properties being injected?

This post has been edited by darkknight81: Jan 19 2011, 08:54 PM
darkknight81
post Jan 27 2011, 08:09 PM

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QUOTE(Jordy @ Jan 27 2011, 09:08 PM)
Damn, AXREIT price still stuck at 2.40 and no excitement over ATRIUM's announcement. Very little ang pow this time around sad.gif
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At least you got ANG PAO. Mine both ARREIT and ALAQAR not yet declare any dividend
darkknight81
post Jan 28 2011, 12:18 PM

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No doubt ALAQAR KPJ REITS is the safest among these reits. However, in term of growth is limited compare with other reits.
darkknight81
post Jan 29 2011, 09:36 AM

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If i am not wrong Under Reits guideline, gearing must not exceed 50%.

Picking up type of reits are very important especially during OPR are in the rise.

If OPR rise of course Reits will suffer due to margin being squezed. However, if the reits are having long term fix rates borrowing like ARREIT and ALAQAR then the impact should be minimal.

Of course maintaining the tenants are deem important as well. Again thats reasons why i choose both of these reits as most of the tenants are the owner E.g. Kpj hospitals for alaqar, amanah raya berhad for arreit.



darkknight81
post Feb 7 2011, 04:18 PM

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When arreit going to declare dividend vmad.gif
darkknight81
post Feb 8 2011, 02:54 PM

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QUOTE(sopol @ Feb 7 2011, 09:37 PM)
Sabar bro, i am also waiting for it  biggrin.gif
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How to sabar sad.gif Been way too long this time.
darkknight81
post Feb 8 2011, 03:29 PM

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QUOTE(smartly @ Feb 8 2011, 04:03 PM)
previous dividend announcement was on 10/2.
likely to be on the same time.
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That was quarterly result - 10-Feb-2010
Whereas, income distribution - 20-Jan-2010
darkknight81
post Feb 12 2011, 08:56 AM

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QUOTE(cherroy @ Feb 11 2011, 09:42 PM)
NAV will shrink after distribution, very norm

Its NAV is always at around 9x cents level.

When the company reported profit, NAV goes up, then goes down again after distribution.
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Yup. Actually i don know what is it so important about NAV. What i am more concern on is their shrinking in EPS hmm.gif


Added on February 12, 2011, 9:01 am
QUOTE(smartly @ Feb 11 2011, 06:17 PM)
5127    ARREIT    AMANAHRAYA REITS 
Fourth and Final Income Distribution of 1.6741 Sen Per ARREIT Unit 

Entitlement Details:
Fourth and Final Income Distribution of 1.6741 sen per ARREIT unit (taxable of
1.6435 sen per unit and tax-exempt of 0.0306 sen per unit) for the statutory
financial year ended 31 December 2010.


Entitlement Type: Income Distribution
Entitlement Date and Time: 01/03/2011  04:00 PM
Year Ending/Period Ending/Ended Date: 31/12/2010
EX Date: 25/02/2011
To SCANS Date: 
Payment Date: 06/04/2011

Finally..!!


Added on February 11, 2011, 5:21 pmtotal full year 7.32sen.

Arreit current price = 94.5sen

DY = 7.32/94.5 = 7.74%  tongue.gif

still not too bad.
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Thanks bro. Income distribution dropped for this quarter cry.gif


This post has been edited by darkknight81: Feb 12 2011, 09:01 AM
darkknight81
post Feb 13 2011, 01:23 PM

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QUOTE(sharesa @ Feb 12 2011, 10:42 AM)
where got drop? tongue.gif
Arreit started  4x quarterly distributions (once in 3 months beginning last year's Jan 2010)
Previous year 2009, distribution was only 3x per year (once every 4 months)
total 2009 distribution = 7.16
total 2010 till Feb 2011 = 7.32
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Cos i compare the DPU with previous quarter biggrin.gif

Alaqar should yield better compare with arreit however i cannot compare both of them as they owned different properties portfolio.


darkknight81
post Mar 9 2011, 08:04 PM

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QUOTE(yok70 @ Mar 9 2011, 03:52 AM)
Correct.  thumbup.gif

During crisis, good property's rental fees still hardly go down, unless the crisis is LONG LONG TERM SERIOUS ONE! Therefore, to pick a REIT with strategic properties is the most important concern.  nod.gif
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Not as simple as rental. We need to consider interest hike which will affect the net profit.
darkknight81
post Apr 24 2011, 08:37 PM

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QUOTE(Veda @ Apr 24 2011, 07:21 PM)
Geographical  and economic risks.
1. Japan - quakes, tsunami, radiation, long term economic decline
2. Australia - floods, possible property bubble
3. Hong Kong - possible property bubble

I wonder if investors will get cold feet after the recent disasters in Japan and floods in Australia?

The distribution per unit should be 6-7%.
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First, you must know why you buy reits. You buy for its dividend not for speculating purposes.

Therefore, i think the risks that you mentioned above are not applicable for REITS.

Reits Risks are for example :

1. Interest Rates Risk

2. Tenants renewal Risk

3. Occupancy Risk




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