I have not seen much discussion lately on REITs. Recently, we see few reports coming out with Neutral outlook on the industry, so I would like to find out what is everybody planning with their holdings.

At the moment I am still holding on to my ATRIUM and my newly enlarged AMFIRST after the recent rights issue. I am considering to continue my hunt for undervalued REITs after my previous unloading of my beloved AXREIT.

yok70,

No, I do not find the market frustrating, because I'm still earning my dividends regardless. To me, I am still shopping around for counters with room to grow. From my observation, I noticed that at the moment QCAPITA has the highest DY among its peers. I am wondering if it still has room for expansion, since I don't follow it.

cwhong,

I actually do not find anything fascinating about IGBREIT as I do not like Midvalley and Gardens. I also feel that the management priced it at its full value already, and they have very limited room for growth because they are more focused on Midvalley City. Unlike AXREIT, they can expand their portfolio as far as Penang or Johor for that matter which IGB can't. That is why AXREIT has the ability to rise above the rest. It has the edge.

AVFAN,

So far have not invested in any bad REITs. My best performing ones are AXREIT and ATRIUM. Sold off AXREIT last year at 2.70, still holding on to ATRIUM and started investing in AMFIRST this year.