Why is Axis carrying such a premium compared to its peers? Other REITs have fractional price to nav per unit and comparable yields.

Are people placing a premium on the property diversification alone.

No disrespect to Islam, but won't that restriction limit the range of properties and potential tenants AXIS can get? Some of their occupancy rates aren't 100% and what if Carlsberg or whatever comes calling

Supposedly 10% withholding tax, not our own personal tax rate

Hmm would that affect the Subang Parade station plans

I think they just want to copycat Axis

Essay vs essay, I'm seeing stars liao

Anyways newspapers are getting more vocal about REITs closing the gap with their NAVs, but do people actually buy REIT for arbitrage?

Q2 onwards will be quite good, according to analysts.

However, I'm still not comfortable with its current price to NAV, despite the upside.

Doesn't look like ARREIT is going increase its dps much, as long as you are content with static 8% for the next 5 years or so.

Just buy it like a regular counter in the stock market. Call your broker. If you don't have a broker then check the articles pinned above.

As for recommendations, safe choices would be AMFirst REIT or Axis REIT. Good luck bro and hopefully you do better than me

People are noticing REITs a lot more now.

Maybe some want exposure to Property but don't want to actually own one, so they go for REITs. In a way they treat it like a unit trust fund.

Looks like ARREIT is gonna underperform for a while?

The dilution effects and the psychological impact of the cheaper placement price.

You think so?

If they don't put the RM519m to good use, we're looking at a 33% dilution to their dividend payout?

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

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

0.3% to 0.6% doesn't look too bad wor

The only funds comparable to 0.3% fees are ETFs. I'm seeing 1.60+% for some mutual funds and yet they are not giving you 7-8% consistently.

This post has been edited by Aggroboy: Jun 24 2010, 01:27 PM

thanks for the heads up