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..

People have different risk appetites therefore different investment philosophies which pays off in different periods. Having a high risk investment mindset just couple of months back would have set someone back currently, while having a low risk mindset now would see one perhaps not gaining as much in the coming few months as stocks is looking to cautiously rise again.

I still targeting Tower Reit, I think it's quite underrated..

88sen bro

For now, I'm skeptical about the Pav REITs, considering there are plenty other nice ones going around. But I will wait and check out the prospectus before anything else.

They are talking about a 7% yield, which is decent and certainly better than sunreit.

Firstly, plan your portfolio bro

Wah, trying to keep others away from your nice goreng stocks are bro?

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Added on October 24, 2011, 8:43 amAt that price, I do not think it provides 8% for your entry anymore, but it is still a solid one to own. I missed out on it few weeks back when it went into 1.19

This post has been edited by fuzzy: Oct 24 2011, 08:43 AM

Quite not worth it lo

What is your goal and how long are you looking at in terms of investment? REIT is slightly lower risk, but there are still risks nonetheless .. Do think of diversifying it

I think it is inflated as well, especially in that area where they are competing with the likes of Starhill, Lot 10 and couple of other malls around.

Majority of their tenants seem to depend on consumers with high disposable incomes and I frankly haven't been impressed the few times I've been there.

The only advantage I see for the IPO now is that at 88sen, it can still rise to 90-95 sen which you can sell for a quick profit. For dividend yield wise, I feel that other REITs have far more potential or already have proven to be able to provide better yields.

We are all learning here so no bash bash all

Having a goal is important, but not a need when it comes in planning your financial. This allows you to focus on what you want to do and how long do you have to do it. Take for example, if my aim is to own my own house, my portfolio would have to be more aggressive than another whose aim is to ensure a good retirement fund.

He would go for things like long term bonds, high dividend yields stocks, REITs and mutual funds to generate the returns needed to get his goal. Menwhile, I will disregard funds, opt for aggressive growth stocks, junk bond or short term bonds, risker funds and look into day trading.

Our portfolio would also be different, I would have a smaller high dividend yield stocks as I will be concentrating on day trade and aggressive growth stocks to generate immediate income the moment they naik harga, but the other dude would ignore all those and just count the dividends he get every year.

So it is ok if you don't have a specific goal, but as you can see, if helps in determining the risk you are willing to take, the risk you need to take and the portfolio you should aim for

For REITs, there are a few nice ones floating around. Star reit, Tower reit and AR reit are some of the good performers in my own opinion. But those come at their own price and thus, their return now is mixed. The different REITs also focuses on different things, some concentrates in offices, some on retail and some on industrial. You might want to shortlist a few and look at what their property offers before jumping in.

For example, the PavReits looked nice until I read about their prospectus, and having been around that area and the property they included, I'm not convince it will be a top performer.

This is probably the immediate value I see in PavReit, is that it will rise beyond the 88sen, thus negating any perceived 'loss' in the 6% yield.

What price did you entire TWR? Seems quite hard to get in

Wah~!

Let me go que also then

Actually I saw it back when it was at 1.19, but my fund was tied elsewhere

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.

I bought 10 lot of TWR at 1.23 without me realising, lol..

It's only to see the DY la, if entry is lower, possibility of DY higher ma.. And I do believe they can recover new tenants quite fast, but perhaps the next quarter might be impacted la..

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?

I thinking of going in for the IPO to sell upon listing, I do not see much upside to PAv, to be honest..