SGREITs trade at a higher premium than MREITs. if i recall around 3-5%. while here the yield is 6-8%

i see.. just deducing from my observations.

when we mention a good price in this thread, I believe it is only when something drifts near to historical supports, or drifts below average price. as you might be aware, reits here trend according to current and perceived future EPS/DPU growth. Have a look at Axreit, Arreit, and compare with Atrium. you'll understand, so when it misprices itself then there might be an arbitrage opportunity.

the only 2 outliers in the MREIT market, from my POV is Sunreit & CMMT, because these two got a lot of retailer marketing & interest, hence a higher premium, higher capital gain, but lower dividend yield.

of course, value is very subjective. but if you want REITs cheap, you must be praying for an earthquake or massive floods or the last one, a simultaneous crash in the 3 markets, industrial, retail, office props giving a massive devaluation in rental prices... touch wood

This post has been edited by teehk_tee: Aug 4 2011, 06:27 PM

gone over some data and updated some REIT yields based on mreit.reitdata.com

AMFIRST - 8.591%
ATRIUM - 8.350%
ARREIT - 8.227%
TOWER - 8.175%
HEKTAR - 7.923%
QCAP - 7.842%
UOAREIT - 7.535%
STAREIT - 7.483%
AXREIT - 7.229%
CMMT - 6.341%
SUNREIT - 6.296%
ALAQAR - 6.054%

CMMT and SUNREIT attractive?

attractive for capital gain u mean.. because the yields are dismal.