REIT V2, Real Estate Investment Trust
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 Apr 23 2010, 01:57 PM
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#1
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Senior Member
4,436 posts Joined: Oct 2008  
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Wrt to ARREIT, just recently bought 10,000 units @ RM 0.89. Maybank Investment gave a DCF derived TP of RM 1.14. Current yield is at 8% and I expect it to increase in the future. This part of my portfolio will be going towards creating my second income.
Xuzen |
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Jun 12 2010, 01:06 PM
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#2
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(monkeyking @ Jun 11 2010, 07:09 PM)  Well said brother cherroy, yes REITS is a long term investment......not a get rich fast scheme.   I only wish that FD is about 10% & then it's goodbye to REITS......but I guess we have to wait a very, very long time before we come to that figure.  Cheers.   Xuzen |
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Jun 12 2010, 08:54 PM
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#3
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(monkeyking @ Jun 12 2010, 05:35 PM)  CapitaMalls Asia is offering MR$1.10 per share to institutions. A source said that the cornerstone size was purposely made smaller than that in the Sunway REIT IPO to give good liquidity in the after market. At M$1.10 per share, the 2011 dividend yield is estimated at 6.8%. The REIT contains three malls valued at M$2.13bn – Gurney Plaza, Sungei Wang Plaza and The Mines. Is 2011 dividend yield which is estimated at 6.8%, is it a good buy.....comments please.   Cheers to all. There are more than 10 more REITs counter listed in KLSE that gives >6.8% yield. I'll pass... Xuzen |
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Jun 19 2010, 11:24 AM
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#4
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Senior Member
4,436 posts Joined: Oct 2008
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Al'Aqar properties have only one tenant i.e. KPJ run hospital. There are no other tenant. So Al'aqar is a proxy to KPJ's performance. As long KPJ do well, Al'aqar should do well. And looks like KPJ is doing well for the moment.
With a 7.xx% dividend p.a., it is not too bad. It is like you are buying a proxy to KPJ counter. Xuzen |
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Jun 19 2010, 01:35 PM
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#5
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(Jordy @ Jun 19 2010, 12:43 PM) xuzen, Just to add, Dynaquest's SPG gives Al'Aqar only a 3.5/10 rating i.e. a below average rating. There must be a reason why they rate it below average, but I do not know why. KPJ may be doing well, but the rental income is tied to the value of the property. So if the value doesn't appreciate as much, I don't see any reason KPJ would want to increase the rental for the property. My 2 cents. So as usual... "caveat emptor". Xuzen |
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Sep 19 2010, 07:50 PM
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#6
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Senior Member
4,436 posts Joined: Oct 2008
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I have my eyes on Twreits. My preferred entry price is RM 1.15.
Reason: High DY among the sector with a high NTA/Price ratio. Xuzen |
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Oct 5 2010, 02:55 PM
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#7
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(zhi guo @ Oct 2 2010, 09:50 PM) Gark, Thanks for the info A word of caution wrt to S-Reits... you are subjected to Forex risk. Something extra to think about it. S Reit here I come  Unless, you decide to use the divvies to spend in SG, then you should not worry at all about Forex. Xuzen. |
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