i believe the assumption of RM4 is conservative and the actual rental should be higher. (i must think positive).

if expires it will definately a good news.
Normal rental agreement after expiry Landlord is allowed to increase/ review new rental rate. Next year there is about 30%++ of tenant agreement expires, a good news to wait.
Very likely everyone will renew contract with a higher rate.

Rental Agreement signed and lock in few years, should provide a good cushion. if a recession such as 1997 Asian Financial Crisis we are sure will be hit.
i believe the next round of financial crisis is not on Asian, most likely is Europe.
(my personal view lar)

Hi prophetjul;

Dont worry ...MV and GM 30% doesnt depent on single tenant. 
Yesterday is tenant to Brand A;Tomorrow can easy replace by Brand B.
Must understand the crowd(Support from 33m footfall a year) inside spending time and money at MV and GM.
So many variety Business eagerly to marketing product inside for the customer.
Recession or Financial Crisis cannot avoid if they come didnt meanz you dont need to buy grocery and buying thing for festival(comming Deepavali) ?
(Juz less spending or Dont increase Rental)
MV target audience is low and middle income while GM looking at high income.

I dont see why MV and GM dont have ppl inside the mall compare other mall.
Too much worry in Reits better keep in FD, my 2 cent...

Im a Investor i dont use my whole $$$ inside stock(2/3) and keep 1/3 my portfolio in FD.
Worry too much is gambler; backing the captial apprication for return in short term same like investing High risk stock.
Recession or Slow down ; my opinion the Outside Shop Lot impact becoz it depend the customer to walk in to buy stuff to support their business compare shop in the mall. (my 2 year experince of working inside the mall(selling jeans) and shop lot(family grocerry shop) during schooling time)

Everyday i bait @1.30;.......

Hi Bro,
I believe as a investor into stock market must have a positive view or else better not invest into it.
Example if you see that the div yield is only around 5%, meaning the share price is too high for you to go in.
Maybe you wanna wait patiently and bait it at 1.20 ? .... this is your strategy and what you want, no right or wrong...

Personally i still trust that 30% expiry on tenancy agreement meaning will have increase in rental,
just whether how high is the renewal rate and is there enough people in waiting list to take up the units if existing tenant wanna move out.
Investment is surely comes with risk.. hope you are not offended of my comment. 

Which Sg brokerage firm are you using? Thx

Do they charge you admin fees for receiving your E-Div?

I agree IGBreits offer only 5% compare other Reits.
I choose IGBreits compare other mall as below:
1)  Location & Portfolio reits
    Becoz i residing KL now. Every month i bring wife go MV & GM window shoping.
    Compare other mall at penang and kuantan, i cant see the crowd.
    Queenmall in penang is good but im not at penang to see the business there.
    As investor i dont relies at broker report ; i prefer to see/monitor the business more secure.

Compare Singapore? Orchard road is packed most days

2) Corporate/Office strategic working place
    Some corporate also there beside targetting the houswife- working class spending the meal and shopping there after work.
    I dont see why it cant capture audience inside. I hv friend working at Mid Valley; can be my spy of the ppl and traffic.
    I worry less of Midvalley footfall( Prev I work at Bangsar - collegue and I having lunch there especially Friday).
    Occasion i have collegue farewell and family gathering at there.

3)  Competition fairness & Long term
    Hektar dividend better than IGB reits. One of the mall is Center Point (Sungai Petani)  from my hometown- yes i agress the  mall can give higher dividend- but the mall is too old can be easy replace by other new mall as they is plenty land can develop
compare KL area.

5) Jam with traffic - if no tenant also the parking fee also can generate income to the Reits. The parking fee not high and no low low parking fee can be steam as income with the parking space there. IGBreit dividend can paid the parking fee what i given.

i agree with this. Had a firend who worked with MV before. If memory serves, they ahve approx 11,000 parking bays.They have 3
trueovers daily during weekneds...thats like RM20 p bay.  tHats  Rm220k daiy over weeekends...not sure about weekdays.



I have other Reits that i hold and dipose based my 2 cent thinking. 
 

Sadly no time to travel there anymore to open account SG CDS for cheaper broker rate. 

Hi <prophetjul>
Hv you open the CDS account as SG?   
Need ur advice how to open account there. 

Good morning prophetjul and IGBreit investor.
Thanks you very much ...once you done....need your sharing expeience   

Morning prophetjul,

What stock you holding now? mind to share...

Do you monitor the stock everyday or reading company Fianancial statement....

Which online trading platform do you use to buy US & SG shares?

What the fees to use Just2Trade? Why dont u use this platform to buy SG stocks instead? How to transfer $ to your Just2Trade trading account and any charges for funds transfer?

What happened to IGB Reit?

Me queue @1.33 didnt get any fish 

i also queue at 1.33 didnt get anything    the promo brokerage fees from M+ also expired d.     

remind me National Geographic tag:

"Ones mans junk is another man's treasure "
http://channel.nationalgeographic.com/channel/abandoned/