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 REIT V4, Real Estate Investment Trust

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Desvaro
post Oct 31 2012, 03:36 PM

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To all of you REIT experts here, I have a question that I hope you all can help me with:

Why should I buy lower-yielding REITs (Pavilion, Sunway, CMMT, IGB) compared to higher-yielding REITs?

One reason I can think of is what Cheeroy said above:


QUOTE(cherroy @ Oct 31 2012, 02:58 PM)

But it is one of reit that do not to worry much about lease issue, while there is always good chance for rental revision to the upside, as the mall space is highly demanded and always fully occupied.

Other like office space, industrial, there is always risk of not able to get tenants especially if economy slowdown time, but retail reit is less affected as compared to office, industrial.
Can someone else enlighten me on other reasons? I'm going to make a purchase soon and will probably split my money between the top yielding ones unless there's a strong reason not to

Thanks for your help
Desvaro
post Nov 5 2012, 02:27 PM

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Thank you everyone for the advice.

I have another question, can someone tell me what was behind STARREIT's increase in dividend payments in 2012?
Desvaro
post Nov 21 2012, 10:06 AM

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Anyone here holding Hektar REIT?

QUOTE
PETALING JAYA: Hektar Real Estate Investment Trust (REIT) posted a marginally higher net profit at RM9.9mil, or 3.11 sen a unit, for the third quarter (Q3) ended Sept 30, 2012, compared with RM9.6mil, or three sen a unit, for the corresponding period a year earlier.

Consequently, Hektar REIT has proposed a dividend of 2.6 sen a unit for the period in review. Its revenue for the third quarter improved to RM25.4mil from RM24mil last year.

For the nine-month period of 2012, Hektar REIT generated a net profit of RM28.95mil on revenue of RM74.2mil, compared with a net profit of RM28.96mil on revenue of RM70.6 for the corresponding period last year.

http://biz.thestar.com.my/news/story.asp?f...94&sec=business

And from Business Times:

QUOTE
"The higher revenue was mainly due to improvement in rentals and car park income," it said in a filing to Bursa Malaysia today.

Read more: Hektar REIT posts better Q3 profit http://www.btimes.com.my/Current_News/BTIM...l#ixzz2CopcDSKb


This post has been edited by Desvaro: Nov 21 2012, 10:07 AM
Desvaro
post Nov 21 2012, 10:36 AM

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QUOTE(river.sand @ Nov 21 2012, 10:24 AM)
Thanks. When are Hektar's new acquisitions going to contribute to the bottom line?
*
Considering that the acquisitions were done on Oct 2, shouldn't it start to contribute already?
Desvaro
post Nov 21 2012, 12:46 PM

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QUOTE(H86 @ Nov 21 2012, 12:35 PM)
Quarter result does not include 2 Oct 2012. Now only November. They can't be doing accounting so fast, right?
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What I meant was that the acquisitions should start to contribute immediately after they are acquired (since the acquisitions are functional and should in theory, start to generate profits).

Hence it should show up in the account period immediately after the acquisition, which as you rightly pointed out does not include q3 (the current report). I didn't mean to imply that it would appear in q3 results.

Short version - Acquisitions should be reflected in q4
Desvaro
post Nov 23 2012, 02:48 PM

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Pavilion REIT Chairman Lim reported to be worth RM3bil

KUALA LUMPUR: Desmond Lim Siew Choon became a billionaire developing a high-end retail mall and an office tower in Kuala Lumpur, wooing Middle Eastern investors and listing the properties as a real estate investment trust.

The 52-year-old chairman of Pavilion Real Estate Investment Trust, Malaysia's second-biggest property trust by market value, is worth at least US$1bil (RM3.06bil), according to the Bloomberg Billionaires Index. Lim and his wife, Tan Kewi Yong, own 38% of the Kuala Lumpur-based trust, whose shares have outpaced other companies that raised at least US$50mil in an initial public offering (IPO) in Malaysia in the past 12 months.

http://biz.thestar.com.my/news/story.asp?f...40&sec=business

WOW
Desvaro
post Nov 27 2012, 08:17 PM

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KLCCP Announces the Formation of the First Ever Stapled REIT Structure in Malaysia

http://mrem.bernama.com/viewsm.php?idm=20359
Desvaro
post Dec 6 2012, 10:04 AM

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ARREIT was ex dividend on 4th December, not sure why it remained low after that.
Desvaro
post Dec 6 2012, 12:24 PM

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I'm looking for a good entry point for PAV
Desvaro
post Dec 14 2012, 10:20 AM

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Anyone here holding Amanah Raya REIT? The main concerns for those holding this REIT are of course the Silver Bird issue and CIMB moving out of Wisma Amanah Raya.

Silver Bird's rental is currently covered by their 24 month deposit, so that shouldn't be an issue until 2014.

But what about CIMB moving out? Their leases experies in July 2013. Wisma Amanah Raya isn't exactly a very prime location, and with the availability of new office space all over KL, it is hard to see why someone would choose this building.

Any thoughts?
Desvaro
post Dec 18 2012, 01:46 PM

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QUOTE(pisces88 @ Dec 18 2012, 10:14 AM)
Hmm cimb moving out is a concern, but I don't think they will..

Saw someone saying want to clear off reits? Any reasoning behind this?
*
CIMB have confirmed that they are moving out
Desvaro
post Dec 18 2012, 02:22 PM

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QUOTE(ronnie @ Dec 18 2012, 02:08 PM)
Coming to KL Sentral ke ?
*
Their lease for Wisma Amanah Raya was supposed to expire in Jan 2013, but it has been extended to July 2013.

Yes moving to KL Sentral
Desvaro
post Jan 1 2013, 11:09 AM

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QUOTE(ichiglance @ Jan 1 2013, 10:24 AM)
i am sorry. as i stated i am Newbie in.Stock here.

what would my ROI after i sell off my stock at RM1.50 which i buy at RM1.00?

thank you
*
With all due respect, this is something which you should be fully capable of solving yourself.

If you can't even be bothered to figure this out, you have no business in the stock market
Desvaro
post Jan 10 2013, 06:36 PM

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QUOTE(ozak @ Jan 10 2013, 03:43 PM)
Yesterday received ARREIT dividen.
*
I'm still waiting for mine unfortunately. Which bank are you using?
Desvaro
post Jan 10 2013, 10:58 PM

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I'm using CIMB as well, mine's a CDS account though
Desvaro
post Jan 11 2013, 09:19 AM

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Got mine a few days back actually, turns out they credited the money into the wrong account.

Anyway, you guys still planning to hold your ARREIT? What price did you get in at?
Desvaro
post Jan 11 2013, 09:39 PM

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QUOTE(ozak @ Jan 11 2013, 08:22 PM)
Why not holding it? There is no problem with ARREIT.
*
As discussed before, the issue with Wisma Amanahraya and CIMB.
Desvaro
post Jul 22 2013, 12:05 PM

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QUOTE(cablesguy @ Jul 22 2013, 10:17 AM)
Check the date below the month and year lor bro
On another note, why not much mention or interest in Hektar here, good yield, seems stable with established properties, am i missing something?
*
I bought Hektar in the middle of last year at 1.46, and I agree with you. It's just that their malls are not as popular as the other mall REITs, that's why you don't see many people talk about them.

Most people don't even know where Hektar's malls are
Desvaro
post Aug 28 2013, 09:47 AM

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In the past month or so when REITs sell down began, HEKTAR wasn't affected much. I assumed that because it is not one of the REITS with significant amounts of institutional holdings, it won't be affected as much.

But look at the price now...
Desvaro
post Aug 29 2013, 08:14 AM

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QUOTE(ryan18 @ Aug 28 2013, 05:13 PM)
finally managed to snap something in 2days Great Bursa reit sale (haha)
STAREIT $1
Pavreit 1.23
igb1.17
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I bought STAREIT 2 days ago at 1.10
Pav managed to get yesterday at 1.20

Great sale indeed!

EDIT - STAREIT 1.01 sorry

This post has been edited by Desvaro: Aug 29 2013, 09:42 AM
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