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Added on January 3, 2012, 10:50 pm

5-6% income is not too good, so your immediate DPU after the injection will be decrease. Unless the management has confidence to raise the income in near future.

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Thanks for the input

PAVREIT around RM 1.06 , good buy ?

When does PAVREIT distributes its dividend in Y2012 ?

Store owners say hard to make money in pavilion.

This "hard to make money" statement. Ask any businessman that were doing business (not necessarily at Pavilion),
and they will say the same thing too.
But they did not close shop. Or move out from the location. So, I guess the business should be good.
If it's really "hard to make money", I believe the shop owner won't be there already.
The shop will be closed sooner rather than later because surely they can project their earnings ahead of bad economy
and whether they can continue to survive, keep on risking their capital or continue to flourish and earn more money.

It's not nearly that simple.

You're like totally projecting retailing like a passive investment.

added PAVREIT in my portfolio at RM1.05.

I'm waiting at 0.97 on Pavreit. if it won't get there, i'd rather top up my cmmt if it's below 1.50. I'm looking at their similar yield of 5.5%, but with cmmt's more diversified portfolio. Just my thought only. Please judge your own.

which would be better bet for stable Dividend Yield: STAREIT or QCAPITA ?

I read that HEKTAR is possible to go up to RM1.50 based on RHBInvest

CMMT is performing quite good. The Mines shopping center is their successful project where we can see how a "half-dead" shopping mall now become alive


http://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=CMMT

Stareit newly injected hospitality properties a lot are under 15 years lease already, so pretty secure for next 15years as long as tenants do not burst.

Qcapital, Tesco Penang is under long term lease of 20+ years, while other range from 6+3+2 or 7+3 type of lease one. A few of the properties are a few year before the lease end, around 2014, you can see from its annual report. While others are still 5-6 years before lease ended.

So for near term, both should able to offer quite stable yield.

I expect Qcap DPU around 8.x cents, while Stareit at 6.9 cents.
While Stareit gearing is considerably lower.

Would AXREIT @ 2.68 be good buy for stable yield ?
Year 2010's yield was 16 sen
Year 2011's yield was 15.8 sen

6%.. seems alright to me..

Have you guys ever tried to sell your REIT? Any problem of selling it off? I heard that the liquidity in REIT is not so good..

very slow to sell if u put higher price

Which is better deal in n terms of stable yield : QCAPITA or AMFIRST ?

No problem, for most retailers, unless for one holds 50k ~ 100k lots (10,000,000 shares) or above then may take sometimes to dispose all.

Generally daily, you can easily find buyer for around 1k - 5k lots (500k shares) instantly.

You can download their quarterly report and check the expiry on their leases.

Whichever longer more stable

remebered there is a blog on S-REITS vs M-REITS.

Has anyone got the link?

Thanks!

This?

http://mreit.reitdata.com/
http://www.investinpassiveincome.com/under...eit-categories/

This post has been edited by Dias: Jan 13 2012, 03:50 PM