Check on 10th Oct

cmmt only 5.x% yield and yet buyers still won't let it go 1.20? i missed the chance to grab some when it was below 1.20 few weeks ago. now gotta wait another opportunity to come.

Even REITs are falling today. Ouch!

Bro, REITs arent immune to market sentiments leh - see 2008's effects on REITs' % of fall
BTW, if no fall, how to buy good value and higher DY% leh?

REITs drop more please XD

REITS downfall for these 2 days looks is small compared to normal stocks which drops more than 10% or more.

Do you all feel that it is a good time to collect more REIT units? Looks uncertain..

Which is nothing compared to Silver's & Gold's plunge
Each vehicle has its own peculiarities

Anyone targeting at sunreit? =)

good time having some potential REIT

guess is like for divvy part only?

This post has been edited by kueyteowlou: Sep 24 2011, 03:02 PM

Reits also kena whack kao kao. I am having paper lost almost 7% paper for Arreit atm.

receive my hektar divvy slip..... nothing just update only

bro cp88 never have to panic, as this is long terms investment since u decided to collect divvy quarerly and more than FD too why bother the up down of the price, down should be more happy right? can topup and get higher yields!! unless u wanna used that money for something else then different story lah

Yea. Received my Sunreit divvy as well.
I have no worries on the price dropping as yield will looks yummier provided the payout doesn't change.
Anyway brother cwhong, hows your portfolio doing?

This post has been edited by CP88: Sep 25 2011, 12:36 PM

Seriously think SunREIT has big potential with the acquisition of The Putra Place, The Mall was valued at RM440psf and the office at RM260psf, seriously bargain.

No doubt that Sunreit have good capital gain, but in terms of yield is stand out among other reits

i am new to REITs

Rank your REITs......with reasoning..........thanks

need ammo

to buy when the bears stop eating the reits...

Question for those with significant REIT dividend income and applying for home loan. When calculating gross income for purposes of determining maximum loan facility, did the mortgage officer apply any haircut when consering your REIT dividend income?

Golden bro! Made yr killing in metals & filtering for REITs to buy later ar?

Just my 2cents REITs filter:
1. TWRREIT (office REIT)
Discounting fears of office glut, this counter has been consistent in it's ROTA, ROE & low enough D/E for future expansion via loan debts.
In addition, i think the GOUCO group is behind it.

2. BSDREIT (plantation REIT)
Weird creature this. It gets $ from rental & mgt + profit sharing of palm oil sold.
Personal view - looking at how food and oil are being "fought" by more & more humans + ROTA, ROE & low enough D/E for future expansion via loan debts, this is in my filtered list.

3. ALAQAR KPJ (healthcare REIT)
Similar to the above financial KPIs. BTW, it NEVER (after end 2009) came down enough for its DY% to be worthwhile for me.
Filtered but havent had the opportunity to buy.

Those are the top 3s for me, IMHO.
I'd sure love to do SUNREIT based on the concept and properties held but so far, numbers dont look great & DY wasnt attractive enough after launch - i no $ allocated to REITs mar after jumping into TWRREIT in Q1 2009

You're mileage may vary

Note:
I am holding TWRREIT, BSDREIT & ARREIT (small opportunity buy - D/E and consistency doesnt look too good, just based on DY% and its properties held)
Held HEKTAR & UOAREIT before based on opportunity buys in end 2008 / Q1 2009.

Terima Kasi Banyak....... adik..(i think i am older!)

i have a some funds waiting on the lines for the couple of years for mkt reversal in KLSE.
REIT may give me the 4.65%?

Panamy is down quite a fair bit..... divs are like 7.5% yield now.......Bargains GALORE!
i have panamy giving 14% yield presently.....