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 REIT V3, Real Estate Investment Trust

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fastreader
post Nov 6 2011, 12:01 AM

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Thank you a lot a lot Brother SKY 1809!!!!

i've read up a lot on the REIT after being inspired by u moments ago.. notworthy.gif notworthy.gif notworthy.gif

let me bow and take my hats off 2u notworthy.gif notworthy.gif notworthy.gif

i mite diverse some of my fund into it at later stage.. smile.gif

what i can conclude is this:

1) in KLSe, there's 13 reit. is it correct?

2) Its preferably that one keep the REIT for 1-2 years to get the dividend so that it can cover the brokerage fee and really yield the dividend. Is this assumption correct?

3) The price do not fluctuate much. So most probably will be selling at the same price too. Is this correct?

Is there anything else tat i can add on to my newbie knowledge on REIT, all beloved sifus and gurus?.. notworthy.gif

DOUBLE RESPECT~~~!!!!!
fastreader
post Nov 6 2011, 12:23 AM

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QUOTE(Bonescythe @ Nov 6 2011, 12:07 AM)
Cherroy will welcome you with open arms
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me still newbie here...need a lot of guidance in this area..all this while was on equities and totally din take a look at this area..

how sad of me.. cry.gif cry.gif

sifus and gurus, silalah tunjuk ajar.. notworthy.gif notworthy.gif
fastreader
post Nov 6 2011, 01:53 AM

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QUOTE(cherroy @ Nov 6 2011, 01:15 AM)
1. I no count. You don't need rocket science to know that, right, just click the reit sector and see how many inside, be it from brokers online platform or KLSE website

2. If you want to keep reit 1-2 years, I advise this may not a place to be.
Dividend (the correct word is distribution) yield is ranged from 5.x% - 8.x% currently across.
It is far more enough to cover the brokerage.
Any capital appreciation is surplus, it is like fixed income instrument.

Reit shouldn't be up like ordinary stock, upside is capped by its yield.
While rental generally in at least 2-3 years lease, you won't see a sudden rise in rental/income of the reit generally, until rental market shoot up significant upon renewal, which generally unlikely to happen.

3. Wrong, It can fluctuate if there is problem in economy of properties market.
Axreit did fall to 1.00 when 2008 crisis on its height time, do did Qcap dropped to 0.8x.
Just in normal day, it generally won't fluctuate much, because its earning is highly predictable, just a little % difference.

Reit can go burst due to high leverage as well. There were a number of reit (overseas) went burst during 2008 when refinancing cannot be obtained.

The correct mindset of investing in reit is about owned a property and collect rental.
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alrite..thanx a lot sifu cherroy for the kind explanation!!! i like ur last statement "The correct mindset of investing in reit is about owned a property and collect rental.".. so the rental comes in the form of 'distribution', while the buying/selling price is the price of the "property" owned. nod.gif nod.gif
fastreader
post Nov 6 2011, 01:10 PM

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QUOTE(cherroy @ Nov 6 2011, 12:06 PM)
Most reit has their own website which you can go through the details, including annual report.

CMMT - Sungai Wang, Gurney Plaza Penang.


Added on November 6, 2011, 12:12 pm

Local brokers general do offer such a service, you can ask them, it is different account generally.

Among the 2, I preferred Qcap instead of Pav, (sorry I may be bias, I owned Qcap), as it has better yield near 8%, discount on NAV as well.
Also Qcap is more diversified, compared to Pav.
I particular like Qcap's Tesco, its location is a golden/prime location, and value of land at there only will go up in the long term, as well as Tesco long term lease of more than 20 years.

Among three (TW, Star, Sun), I only owned Stareit, as it can provide steady long term yield, as all its properties already in long term lease already, most at least 15 years.
Although it has limited upside due to boring yield (as it won't improve further much as rental is fixed for long term already), it has little gearing, which is somehow very comfortable and reduce the risk of refinancing.
Low gearing, means they have room to leverage to have better yield, but personally view, it is better with low gearing.

Just my personal view, don't take it as advice as I may be little bias.  smile.gif
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this i tink is a very good advice..esp to newbie tinking to put her foot in it..test water test water.. tongue.gif at least got some idea on wat to look at..gearing,lease period, locality, type of property involve..

thumbup.gif thumbup.gif notworthy.gif
fastreader
post Nov 6 2011, 07:24 PM

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QUOTE(SKY 1809 @ Nov 6 2011, 03:33 PM)
Surprisingly you are a Senior member in LYN, but did not know there is a Diamond mine exists near you.

Greek is so far away, but I believe in most people mindsets, just 5km away from Malaysia.

Happy Investing.
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huh?..what's the senior tag to do with diamond mine near me?.. hmm.gif hmm.gif hmm.gif cannot understand.. laugh.gif laugh.gif
fastreader
post Nov 9 2011, 10:40 PM

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QUOTE(quicksilver70 @ Nov 9 2011, 10:32 PM)
dont forget capitamalls for their hugeeeeeeeee dividends too biggrin.gif
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got dividend meh?
fastreader
post Nov 19 2011, 06:55 PM

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QUOTE(maika_chan @ Nov 19 2011, 06:48 PM)
New to this as well.  Here's how i did it via M2U:
1. Add your CDS account to M2U profile (non-Maybank CDS possible)
    Login > Investment tab > eShare > Manage CDS Account
2. Subscribe the IPO
  eShare > select PAVREIT IPO > fill in the subsequent pages to complete application
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is there any charges for using this service from Maybank? pls help to advise.
fastreader
post Nov 19 2011, 07:01 PM

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QUOTE(maika_chan @ Nov 19 2011, 06:48 PM)
New to this as well.  Here's how i did it via M2U:
1. Add your CDS account to M2U profile (non-Maybank CDS possible)
    Login > Investment tab > eShare > Manage CDS Account
2. Subscribe the IPO
  eShare > select PAVREIT IPO > fill in the subsequent pages to complete application
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what shud we put for "To open CDS account"?.. answer: No?
fastreader
post Nov 19 2011, 08:53 PM

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QUOTE(kechique81 @ Nov 19 2011, 07:56 PM)
RM 1 only...
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oic...and we needa have enough fund in the maybank account is it?..cos i entered everything correctly, it says not enough fund..although i have enough fund in my CDS account... hmm.gif are they talking bout the CDS account not rnough fund or the Maybank2u account not enough fund?.. hmm.gif
fastreader
post Nov 19 2011, 09:10 PM

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QUOTE(Dias @ Nov 19 2011, 09:05 PM)
They will deduct from your Maybank savings account.
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oic..so i better top up my maybank account i guess.. tongue.gif but no guarantee will get the ipo too.. thanx for the advice.. smile.gif notworthy.gif notworthy.gif
fastreader
post Dec 9 2011, 09:55 PM

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QUOTE(desmond_fantasy @ Dec 9 2011, 03:03 PM)
Thanks. However, is REIT now a suitable time to go in?  hmm.gif
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any time is a good time..because u are going to hold it for long term..so in a way its not tat volatile...
fastreader
post Dec 12 2011, 06:56 PM

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QUOTE(desmond_fantasy @ Dec 12 2011, 10:03 AM)
Thanks. Any recommendation on what REIT to buy? And we buy REIT is mainly for its dividend payout rite? How to determine whether the REIT is profitable? like earnings per share or.....heheh biggrin.gif
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there are all together around 14-16 REIT in malaysia...so if wanna do a comparison, u'll needa look at their previous divvy payout...i'm sure ur share trading platform will have such database on the divvy payout... smile.gif
then roughly estimate the next divvy payout. smile.gif
fastreader
post Dec 14 2011, 11:28 PM

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QUOTE(mike86 @ Dec 14 2011, 11:09 PM)
i've put order to buy at 0.86 since Monday, no luck though laugh.gif
guess i'll get some lots if drops to 0.865 blush.gif
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u mean for starreit?
fastreader
post Jan 26 2012, 06:22 PM

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manage to grab 10000 of uoareit at 1.4.. tongue.gif hopefully it will all be good long term investment.. icon_rolleyes.gif PAYDAY at 30 jan
fastreader
post Apr 5 2012, 09:30 PM

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QUOTE(nick6231 @ Apr 4 2012, 09:59 AM)
Arreit - cheque
Pavreit - cheque
Atrium - cheque
BSDReit - cheque
Sunreit - e-dividend
Hektar - e-dividend
Twrreit - e-dividend
CMMT - e-dividend
Stareit - e-dividend
Amfirst - ??
UOAReit - ??
Alaqar - ??

Three more info needed. Pls help, thank you.
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UOA by cheque too..so old skool
fastreader
post Apr 22 2012, 12:03 PM

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is this the REIT report card period?..or isit soon?.. hmm.gif
fastreader
post Apr 22 2012, 08:43 PM

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QUOTE(cherroy @ Apr 22 2012, 06:04 PM)
Axreit already out,
next week or early May, most may out already.
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alrite. Looking forward for some divvy for the second half of the year. smile.gif smile.gif
fastreader
post Aug 7 2012, 11:22 PM

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QUOTE(skinnydude @ Aug 7 2012, 10:51 PM)
IGB reit, ready to purchase ke?
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when isit release?..in Maybank2u.,com.my got?

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