my calculation is to illustrate if required to be less risk with rate hike, which we set a 5 years period to rate to stabilize, an 8% income growth is required.
and yes, i also agree that it's too optimistic to expect Pavreit to achieve this target.
so for his case of buying price at 1.56, he may face some capital loss but overall if inclusive the dividend, the total should still be profit as a whole. So, no need to be too sad if he plan to keep the stock for long term.
if you see rental fees going to fall in future, then we shouldn't even touch reits since to expect for acquisition for growth is too risky as we are also facing rate hike risk which will press down income by increasing of loan cost in the future.


This post has been edited by yok70: Aug 19 2013, 09:57 PM

US 10-yr bond yield is going to touch 3% soon....

CapitaMalls Malaysia Trust (CMMT) is looking to acquire Tropicana City
Mall and an office block from property developer Tropicana Corp, according
to sources. The price is expected to be between RM550m and RM650m for both
the mall and office block. (Financial Daily)


So it will also got little exposure in office asset, same as Pavreit.
Tropicana City Mall is maturing, not bad. However, competition is tough in that area. So many new malls in PJ.

Would the Malaysian Ringgit (MYR) weaken further? How much further? Today, we will try to put a figure or at least
a band of figures to watch out for. In fact, we believe that the trend is well ingrained and we believe that the MYR is going
to see some strength in the coming weeks if not months. The trend is likely at its very tail end of the move from the May
low of 2.9570 to the US Dollar (USD). ‘News’ of the weakening MYR are also beginning to play catch up and is likely a
sign that the weakening is close to its terminal point or at least a short term top is nearby. Based on equality, we see a
‘target’ of 3.2995, which is close to the 3.3000 round number. We also see a fifth of a fifth wave taking place now via an
ending diagonal pattern. Based on the smaller waves, the weakness in the MYR could reach 3.2883-3.2937 before
turning down. Falling below 3.2698 would signal that a reversal could be taking place and a move below 3.2587 would
confirm it. We expect the MYR to ‘correct’ towards 3.1533 while its 200-day SMA would also be a target for the short to
medium term. Falling strongly beyond 3.3070 would likely mean that the USD rally is extending, targeting 3.4070-3.4733.

I love this kind of professional company. Clarify "rumors" instantly even though it's not a critical one. Buying this kind of stock gives me peaceful mind to sleep every night. CMMT and Sunreit are my biggest holding REIT, almost similar weight in my portfolio.

But it's not fully year yet for its REIT stable, right? Isn't it too early to say so?

klcc is not a reit in my eyes.
but don't follow me to holland.

true, can't trust them all.

my highest yield reit is hektar. Different stock serve different purposes.

US 10-yr bond yield is approaching 3%. Stay cautious not to over invest.

s-reit seems to move back towards to its recent low.
i think it's better to stay cautious, don't over investing at this junction. the QE tapering outcome is still a mystery. so keep some bullet for opportunity.

This post has been edited by yok70: Aug 20 2013, 11:46 PM

panic is increasing. wondering what's the market sentiment clock now?

Beautiful. Growth story continues. However, nobody cares about REIT nowadays, sell sell sell until great grand mother also cannot recognize.

Something REIT holders like to hear.

http://finance.yahoo.com/blogs/michael-san...-170752379.html

looks like my existing reits (after selling off some recently) will be locked for 1-2 years waiting for its yield to increase (if happens), now at paper loss except for Axreit and Hektar.

RCSLS is totally a different ball game vs REITs, can't just look at its interest paid. It's more similar to warrant, which is highly related to the mother share.

My Jupiter system does not display any info regarding the exercise price and ratio.
Are these LC trading at negative or zero premium by its exercise price and ratio? If yes, then correct, capital is protected. Otherwise, no, it's not protected.

How much interest rate Malton-LA gives p.a.?
And its maturity date?
Currently, the LA is trading at 0.990, that really has some protection if the company does not default it in future as you said can redeem at 1.00 when mature.
However, mother share is now cheaper than this LA though.

It's 6 sen pa that paid quarterly? TE or with tax?

sounds interesting, thanks. will start monitor it tomorrow onward.