Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
4 Pages < 1 2 3 4 >Bottom

Outline · [ Standard ] · Linear+

 REIT V3, Real Estate Investment Trust

views
     
cwhong
post Nov 6 2011, 01:07 AM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

hektareit hohoho divvy annouce liau ....

HEKTAR 1.29 1.30 0.025 21/11/2011
cwhong
post Nov 11 2011, 05:54 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(jutamind @ Nov 11 2011, 10:55 AM)
ARREIT has been in the down trend for the past few months. does it indicate the future lower earnings from its property portfolios?
*
QUOTE(kueyteowlou @ Nov 11 2011, 01:45 PM)
hmm.gif

heard the company lost his CIMB as tenant...

so guess that it will be in discount price? it still has a strong support at 0.85  hmm.gif
*
QUOTE(fuzzy @ Nov 11 2011, 02:03 PM)
Yeap, it lost CIMB as tenant, but as its nearing is year low at 0.845, I'm hoping to grab some at 0.855 or less.
*
QUOTE(jasontoh @ Nov 11 2011, 03:09 PM)
Another reason I can think why Arreit is downtrend maybe because it has fixed interest rate? So, if people are expecting BNM to lower the interest rate, this would makes Arreit earnings flat, while others might go up a bit. Anyway, it also means time for me to leverage some money to fund next year REIT purchase soon biggrin.gif
*
if it does test it's 52 weeks low, it's time for me to buy some ...... for long terms divvy whistling.gif
cwhong
post Nov 14 2011, 01:32 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(kueyteowlou @ Nov 13 2011, 11:57 PM)
A person earn 3-4k is more advisable to debt/equity? As it is same with you are owning the property if you invested in REIT. Too bad I not even in the range of 3-4k.. I am in 2k range..

So actually I am more into debt/equity now.. Any advise ? Actually I got no debt.. but thinking to borrow loan to invest in REIT which can get me 7-8% dividend...

Actually this is just more look like you use credit card to swipe something you want.. But this is just apply on I borrow loan to buy REIT that I am interested in.. After I clear all the debt, the REIT stock are my passive incomes...

This might be stupid thinking.. But try to correct me please.. Learning stage.. Hope to get more ideas by reading all the senior comments.. to get a better path for my future..  notworthy.gif
*
yes, there are people doing this not only in reits but also real properties. who are not serving their housing/properties loans? yeah, it can be done but must have self discipline...... this is easy to said than DONE !!!! but the cost of borrowing play a tricks on your plan too, pay attention on the interest rates for ur personal loans .....

QUOTE(fuzzy @ Nov 14 2011, 09:42 AM)
1. You are right. It is probably the cost of borrowing. And since we are borrowing for investment, that means it is most likely a personal loan and I honestly do not think you will get a low low interest ones.

2. This. Monthly payment have to be taken into account thus one have to be able to service the loan, which means the amount that you can loan is also limited.

3. It is one thing for REITs not performing to expectations, one have to take into account what if they do not even give back enough to cover your loan + interest for profit. If you take away those and you only make say 1% profit, is it worth that risk to loan say, RM30K for make RM300?
*
4. self discipline is important too nod.gif
cwhong
post Nov 14 2011, 02:11 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(yok70 @ Nov 14 2011, 01:38 PM)
i google and found this:
http://mystockfolio.blogspot.com/2011/10/p...-it-can-be.html

it said:

"PAVILION REIT IPO includes the shopping mall, as well as office tower. In future it might include Fahrenheit 88 and the expanded area.
From information from prospectus:
Pavilion Kuala Lumpur Mall
Net Lettable Area (sq ft) 1,335,119
GFA (sq ft)(excluding car park) 2,202,557
Appraised Value as at 1 June 2011 (1) RM3,415,000,000
Occupancy Rate as at 1 June 2011 (2) 97.7%
Contribution of the Subject Properties by Appraised Value 96.4%

Pavilion Tower
Net Lettable Area (sq ft) 167,407
GFA (sq ft)(excluding car park) 243,288
Appraised Value as at 1 June 2011 (1) RM128,000,000
Occupancy Rate as at 1 June 2011 (2) 41.4%
Contribution of the Subject Properties by Appraised Value 3.6%"


So why pavilion tower occupancy rate so low? Is it new? Is it good since lots of room to improve? Or is it bad since bad management to find tenants?

it also said:

"Anyway, after listing, it will be Malaysia largest retail REIT. PavilionREIT also has a strong book, Based on Pavilion REIT’s Consolidated Pro Forma Statement of Financial Position, Pavilion REIT’s debt to asset ratio upon Listing will be 20.1%. ( as seen on the prospectus)"

"Using latest 2010 record, Rental income=256,699,000, NPI=202,874,000. Total Liabilities in earlier pg is RM805,216,000. TL/Income=3.96, below 5 still in a very healthy position. Meaning using NPI of 202,874,000 every year, it can pay off all TL within 4 years time."


sounds quite nice.

"NAV according pg64 will be RM0.94"
also sounds fine.

Any comments?  notworthy.gif
*
reply at reits thread whistling.gif
PAVreit is cater for higher end customer, majority cstomer go there only window shopping not buying so..... my view is the spread of crowds are good but the spending power of it's crowds depend on the loaded ppl. not all the tenants there enjoy good profits, this is from my observations and my lousy 2 cents. JUST MY VIEW.
cwhong
post Nov 17 2011, 12:45 AM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(smartly @ Nov 16 2011, 11:52 PM)
3 reits below RM1.

STAREIT - 0.86
ARREIT - 0.875
PAVREIT - 0.88

i will go for PAVREIT IPO !!  tongue.gif  rclxms.gif
*
me stareit atm ........ PAV drop on first day will buy some and kept in fridge nod.gif nod.gif
cwhong
post Nov 18 2011, 07:00 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(joekaifeng @ Nov 18 2011, 06:09 PM)
hi guys, i want to buy reit as my first stock. anything i need to be aware?
i am interested in stareit and pavillion reit (my preference is shopping center reits)

but i am facing a problem. i couldn't find the par value for stareit, isn't it supposed to be at statement of financial position?
*
Dividen play only for reits, means the return is better than FD so this is suitable only for money that you don't need in case of emergency ..... as know n as spare money .... reits is volatile as shares too. ...... but more defensive than normal stocks..... Defensive in nature start with Healthcare, Shopping MAlls, plantations, last is office or industry warehouse ...... am i right ? hopefully nod.gif
cwhong
post Nov 22 2011, 01:14 AM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(harrychoo @ Nov 21 2011, 10:49 AM)
today hektar ex div?
*
yes nod.gif
cwhong
post Dec 9 2011, 02:46 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(panasonic88 @ Dec 8 2011, 02:36 PM)
This dude is awesome, my idol! thumbup.gif

Credits: http://max-wealth.blogspot.com
*
KENG !! power of passive income drool.gif drool.gif
cwhong
post Jan 3 2012, 01:57 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(SKY 1809 @ Jan 3 2012, 01:15 PM)
Need to know what is the RI for.

As mentioned by Gark, quite often it is for the purpose of raising cash for dividends, then look quite bad.

Singaporeans are deemed to be smarter than us, they know the " catch" though not mentioned specifically  by REIT managements. And why they often do not apply for RI , even offered at 15% discount ?

There are good reasons why investors dislike RI too, even it is in Bolehland. Berjaya is one of them.

And buying REITS are for mainly of getting regular passive incomes than to get Capital Gains. If outflow is always greater then inflow, then it  has no meaning i.e -ve  passive incomes ?
*
+infinity nod.gif nod.gif notworthy.gif notworthy.gif
cwhong
post Jan 16 2012, 09:34 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(omgimnoob @ Jan 13 2012, 06:20 PM)
For ARREIT, if the GE13 result is unpleasant to current government, will it affect ARREIT?
*
short terms wise will affected cause all will in panicked moood already, longer terms wise not likely cause govservant will still needed if anything big happen, IF. imo ohmy.gif
cwhong
post Jan 19 2012, 04:51 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(ronnie @ Jan 19 2012, 04:27 PM)
Newbie question on Dividend Calculation
I have 2000 shares of STAREIT... does that mean I will get
Part 1 : 20 x 0.9233 - 10% = RM16.62
Part 2 : 20 x 3.0879 = RM61.76
Total Dividend received = RM78.38
*
yupp nod.gif
cwhong
post Jan 19 2012, 08:56 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

A real estate investment trust or REIT (play /ˈriːt/) is a tax designation for a corporate entity investing in real estate. The purpose of this designation is to reduce or eliminate corporate tax. In return, REITs are required to distribute 90% of their taxable income into the hands of investors. The REIT structure was designed to provide a real estate investment structure similar to the structure mutual funds provide for investment in stocks.[1]

REITs can be publicly or privately held. Public REITs may be listed on public stock exchanges.

REITs can be classified as equity, mortgage, or hybrid.

The key statistics to examine in a REIT are net asset value (NAV), funds from operations (FFO), adjusted funds from operations (AFFO) and cash available for distribution (CAD). In the period from 2008 to this writing (2011), REITs face challenges from both a slowing United States economy and the global financial crisis, which depressed share values by 40 to 70 percent in some cases.[2]

from wikipedia.com



refer this for better undestanding
http://www.investopedia.com/articles/04/03...p#axzz1juO2QBo3
http://reitdata.com/ Singapore reits
http://mreit.reitdata.com/ Malaysia reits

reits blogs (SG or MY)
http://singaporeanstocksinvestor.blogspot.com/
http://dividendsrichwarrior.blogspot.com/
http://www.investinpassiveincome.com/categ...dividendstocks/

it's trade like normal shares..... it's pure dividen play .... at least for me biggrin.gif

enjoy learning brows.gif brows.gif

This post has been edited by cwhong: Jan 19 2012, 09:05 PM
cwhong
post Jan 31 2012, 02:02 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(robinlim @ Jan 31 2012, 09:44 AM)
It's because trading via M2U is through nominee account
which means that any dividend payment will be sent to Maybank first
then only Maybank credits it to your account
Normally you'll receive your dividend 1 week later than those under direct CDS who opted for e-dividend
and also lesser amount as Maybank will deduct RM2.50 for each dividend credited to you


Added on January 31, 2012, 9:50 am

That explains why I received my income distribution via cheque from ARREIT
but got my income distribution from SUNREIT directly credited to my account nod.gif

btw, the quarterly report attached together with the cheque from ARREIT shows mistake on the related FY
what's their auditor doing? doh.gif
*
notice that too ...... they tutup mata kerja one ..... or still enjoying 2011 biggrin.gif
cwhong
post Feb 9 2012, 11:26 AM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(cresender @ Feb 9 2012, 09:33 AM)
Hmm, Is stareit at 0.90 worth the buy now?
*
if got patient wait a little longer ...... can get cheaper .... smile.gif but now is 0.895 cheaper also ..... i guess it can go to 0.88 .....
cwhong
post Feb 14 2012, 11:25 AM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(PSY84 @ Feb 13 2012, 10:42 PM)
I'm just curious about this stock after reading their 2010 annual report.

It states HP rent 43% of the office space at HP towers in Bukit Damansara. If i'm not mistaken HP move their office to Cyberjaya last year. If 43% space is unrented, isn't it loss of revenue to the reits company?

Could someone clarify, is HP still renting the office space at HP towers?
*
not sure about this but read somewhere before, stating major tenants going to move out reason is they are building their own building and will relocate office. not sure if it's HP cause no name mention on the report. but this is early last year news jor.
cwhong
post Feb 16 2012, 08:44 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(BboyDora @ Feb 16 2012, 06:57 PM)
Ai ya...is it too late to enter now?  sad.gif

still in the midst of learning REIT nowadays...not sure how the pattern is.
*
reits is only yields...... appreaciation of shares is BONUS to me.....
cwhong
post Feb 17 2012, 06:39 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

it's for yields which is higher go for it, but need to prequalified my criteria...... no office building so uoa, tower is already out since the oversupply issues is in my forecast ...... as someone ask HP still using the HQ at bkt damansara, answer is yes from what my friend told me.

IF really need to give one reits for long term divvy collections STARREIT is the one ........ 0.895 is fair price, lower is bargain price....... but expecting at 0.88 range i still can wait coz i'm vested on it ..... the more discount means is good to my pocket right? IMHO whistling.gif
cwhong
post Feb 23 2012, 09:08 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

QUOTE(Frostlord @ Feb 23 2012, 06:04 PM)
hi bro,

can provide some comment or guide on should i buy PANAMY or PAVREIT with low capital?

Thanks notworthy.gif
*
the world was not created in one day, try to made it as a commitment like buying house ...... every months have to pay the investments of buying shares if miss one or two months wont kena penalty lahhh. buy whenerver have spare bucks, then 10 years laters power of compounded interest effects powderful ohh...... FORMULA? see below thumbup.gif thumbup.gif


http://qrc.depaul.edu/StudyGuide2009/Notes...%20Interest.htm

and my siggy below by my idols ..... whistling.gif
cwhong
post Feb 28 2012, 05:44 PM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

SgReit's Analysis report if interested ......


Attached File(s)
Attached File  Industrial_REITs_120210_OIR.pdf ( 204.28k ) Number of downloads: 33
cwhong
post Feb 29 2012, 12:31 AM

Growth company seeker ..... :)
*******
Senior Member
4,342 posts

Joined: Apr 2010
From: The place that i call home :p

more choices in the future ..... http://biz.thestar.com.my/news/story.asp?f...24&sec=business but wait a minutes where is the Midvalley reit?

4 Pages < 1 2 3 4 >Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0482sec    0.81    7 queries    GZIP Disabled
Time is now: 17th December 2025 - 03:58 AM