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.....

Panamy darn expensive to masuk

I'm considering ARReit, since it fall the 0.85, which I think is a very good entry price, lets see if it falls further in the coming few days/week.

if sampai 0.80, i'll masuk kao kao..

Expensive is subjective...it gave a div of rm1.3 p share this year

has been giving me >RM1 p share since 2009........expensive? Think again..........

Most folks think expensive and cheap, not "over valued" and "great value" mar bro Prophetjul
Not "into" old school thinking like U & i
Even my good ol' mum still thinks like such (looking at Price only vs % of returns)

Psst.. we need such people leh, else it'll be too competitive , too many ppl using the same "valuation" = disaster for value hunters

This post has been edited by wongmunkeong: Sep 26 2011, 03:32 PM

Am looking at BSDREIT and ALAQAR as well, but my concern about ALAQAR is their high DE. If not mistaken, 40+% debt, against the allowable limit of 50% for REIT. If the interest rate turns high, ALAQAR might be in deep shit, even though i'm not how much is the portion of flexi rate against the portion for fixed rate interests.

One disadvantage for BSDREIT is they are rather illiquid. Quite hard to get the price you want or price movement up.

Eh? There's an "allowable limit of 50% for REIT"? Where can I get more details on this bro? Thanks in advance

BSDREIT illiquid? Hehe so far liquid enough for me to buy and ppl to sell at quite a range based on 2008 dive till 2011. Maybe different definition for me gua

This post has been edited by wongmunkeong: Sep 26 2011, 09:12 PM

There is guideline set that reit cannot borrow more than 50% of its NAV, which is to prevent excessive leveraging, which can easily send the reit into problematic situation if market/economy or specifically property is not favourable time.
Check the earlier thread discussion.
http://forum.lowyat.net/topic/1362442/+100

We learn sumthin new each day.

Thanks to jutamind

Mucho Gracias Senior Cherroy

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Added on September 27, 2011, 7:49 amYup yup - stop learning = dead duck

This post has been edited by wongmunkeong: Sep 27 2011, 07:49 AM

why arreit?

padini more worth it.

what's the historical DY% for padini?

Where to check Historical Dividend Yield % ?

bursa website

this may help !!

http://icapital.biz/english/aftexdate_2.asp?sort=d

Today, bought 6,000 AMFIRST @ RM 1.12 with a DY of 8.6%. Trying to make 60:20:20 [equity:bond:REIT] in my portfolio.

Xuzen

When you say equity, is it inclusive of shares and equity unit trusts funds? Or just shares?

Normally people will put high risk lower % while lower risk higher %. Eq.
60% FD 30% Equity 10% HYI. Equity/Bond/REIT risk are quite close.

I disagree. People should put a higher proportion in higher risk investments when they are young and then progressively move into lower risk ones as they get near to retirement.

one system does'nt suit all, trade/invest in personal suited risks appetite ...