i share you the reits mall by CIMB IB 20120719 reports.
AXreit more toward Industrial while Hektar toward retail mall.


below the link you can get the report.
http://klse.i3investor.com/servlets/staticfile/202465.jsp

i like shopping mall, becoz my wife like air con place(no need open air con at home) and window shopping(keep fit walking arnd).
I invest juz becoz get back my parking fee.

Then retail reits got different class - high end mall and low end mall.

go visit the place see which place you like then juz buy. Dont mind the yield

This post has been edited by felixmask: Mar 5 2013, 05:23 PM

deleted.

This post has been edited by felixmask: Mar 5 2013, 05:22 PM

SORRY SIFU FORGIVE ME.

when come the Reits - we see the yield - else we taking lower yield for premium location. Smurfs

hi ShinG3e,

have you visit http://mreit.reitdata.com/
You able get the summary reits yield

for tower reits is good until 2014, before ING will move to Menara AIA and Wisma AIA.
Will see lower rental collection.

Hi yuan415,

Since you got mention Tower - currently Menara ING is occupy by ING insurance that hv been sold to AIA. They will vacant the whole building after 2014Q1, you may see the loss of revenue collection. As far i know they havent find single tenant to occupy whole building. The building in bad shape- mostly management will spend $$ on renovation whole building.

Currently i looking at UOA, becoz occupancy quite full and class. I cant find who the BIG tenant except to mostly small tenant.

Starhill - is hospitality in the expanding more- recently proposed acquisition of Sydney Harbour Marriott Hotel, Brisbane Marriott Hotel and Melbourne Marriott Hotel in Australia. http://www.starhillreit.com/KeyMileStonesAwards.asp

Hi yuan415,

Invest at own risk. I only provide you infor and if you looking for yield you can find the infor at http://mreit.reitdata.com/.
Before invest study 1st. Reits can go up and down depend the sentimental of the market.

good - you know where to get who the tenancy there ? I know prasana at UOA bangsar -

UOA bangsar ; UOA Center ; UOA II; UOA Pantai ; near LRT.

But MRT i dont know - may you share to me. TRX - is Tun Razak Exchange what the coming development upcoming?

This post has been edited by felixmask: Mar 14 2013, 04:37 PM

Good leh, you smurf.

look like most UOA reits near MRT & LRT. You highlight plenty grade A still empty - more likey is TRX complete, but when read the Financial Report - stated mostly above 84%> occupancy for now. Tomorow different story.

Further more when i look at gearing ration 35.72%.

This post has been edited by felixmask: Mar 14 2013, 07:27 PM

When you heard@2012? At their company bulletin

hI Tang82,

The thing im not comfirm is the agreement between ING and TWRreit, their renewal contract term(3year or Yearly)? i wait for your news.
Very obvious is Menara ING is not grade A office and the condition very bad.

very sorry very sorry.

This post has been edited by felixmask: Mar 15 2013, 08:10 PM

deleted - repeated

This post has been edited by felixmask: Mar 29 2013, 10:10 AM

Attach from KLCCP property.
To know what the forecast DPU or yield can read at :
KLCC_Property___Circular__Part_1_.pdf page 46
KLCC_Property___Circular__Part_2_.pdf page 187.

circular date 15 March 2013.






Attached thumbnail(s)


Attached File(s)
 KLCC_Property___Circular__Part_1_.pdf ( 1.49mb ) Number of downloads: 18
 KLCC_Property___Circular__Part_2_.pdf ( 1.49mb ) Number of downloads: 16

Mall less ppl - still shop owner need to pay rental When shop in mall close then the reits revenue will drop
Furthermore mall only pack when festival season and after salary day. Properly middle month ppl hv spend/buy less stuff even less visiting the mall.
Also note Chinese "Cheng Meng"; the road also less with car when outstation taking leave back hometown. Logically less patron to KL mall also.


Sell now then buy later,is a risk investor not able to buy back the price prev bought. up to individual able to accept tha fact.
Good thing is you able to lock a profit of capital gain and proceed to buy when get lower - with repeated cycle. Still get profit.

GE coming is expected - as long the country is peace and properity for citizen to continue doing business and shopping then reits wont go downtrend.

Is own individual taste/way investing stock. buy and sell or juz buy and keep. important is no $$$ burned.
juz my 2sen

This post has been edited by felixmask: Mar 29 2013, 11:49 AM

Hi Hon,
working nearby?

This post has been edited by felixmask: Mar 29 2013, 04:16 PM

I believe ppl looking for more spacious mall to walk arnd ....like pavillion compare sg wang.