I think U can use NitroPDF (freeware) to resample the PDF - to "web view only", not "print" quality.
This should reduce the size.

Not sifu here yar, just chipping in a thought.

Reasons:
a. Sub-asset class allocation (similar idea to Asset Allocation reason, but within a specific asset class).
ie. when holding say too much plantation & office REITs, one may want exposure to retail / hospitality / healthcare.

b. As a possible capital-growth play more than DY yield play.

Just a thought

er.. sorry to budge in ar.

Simple thinking of Net Asset Value (NAV) or NAPS (Net Asset Per Share) for REITs is similar to properties buying.
eg.
1. If a house is worth $2,000,000 would U want to buy it at $2M, $2.1M or $1.8M?

2. Mapping the worth to stocks issued:
Say the house is owned by MKREIT and MKREIT issued 1,000,000 stocks to the public
thus the the NAPS or NAV is $2M value / 1M stock units = $2

3. Thus, would U buy MKREIT at $2, $2.10 or $1.80 per unit of stock?

No right/wrong yar - just fleshing out the concept
To more learned ones (plenty abound i'm sure), if i'm mistaken, please correct me & help us learn ya

hehehh saw that in SaizenREIT, AIMSAMPI (SG REITs) + several AU REITs
scary watching those but now.. whoa.. nice (if one cut loss fast enough lar when it dropped in 2008).

IMHO, too rich for my blood to get in much now and even most MY REITs - either price above NAV / NAPS or DY% compressed due to price, too close or overlapping to bond funds' and bonds' returns.

Throwing in 2 cents opinion :
Personally, i buy for value ($ discounted over NAPS/NAV, DY% worthwhile, gearing low enough, etc. value is own judgement lar )
AND/or buy for asset allocation (if not a value buy, i'll buy only if forced to buy due to holding too little % in REITs & properties VS nonREIT equities & fixed income assets).

Then again, i'm no property flipper, more of "buy to rent", thus my REITs approach is similar to properties approach hehe. I suck at flipping (no nuts)

Just thinking...
IMHO, "enough to start shopping" = enough to make the "buy cost" less than 0.42% or whatever lowest based on your brokerage firm's minimum.
eg. in HLEB, mine minimum is about $4K now to hit the lowest % of brokerage (without signing up for cash in a/c first before buying ).
Your brokers will usually state like: "Minimum $12 or 0.42%, whichever higher". Then need to calculate lor how much to buy/sell to hit 0.42% brokerage cost.

Reason = if my buy transactions are too low value, eg. $500, then my cost (as a % of value i bought/got) is waaaaay higher than comfortable, making break-even and profits harder to reach. Heck, at $200 even Public Mutual's 5.5% is considered cheap (coz pay 1 time only, switching/redeeming usually no cost)

Thus, it depends on your personal "smaller amount" = what amount and cost % it attracts
VS.
"sufficient" = what amount & cost % it attracts

assume: held units 1,000 units
Dividend expected =
taxable of 1.7805 sen per unit * (100% - 10% tax) * 1,000 units held
+
tax-exempt of 0.0083 sen per unit * 1,000 units held
=
don't be lazy, go calculate

U read right and if U know how dividends are announced, U'd also understand the previous posts & sample calculations.
Dividends announced can be pre-tax + there can be a mixture of taxable and tax exempt amounts.
eg of announcement:
Dividends announced 10cents per share, of which 9cents taxable and 1cent tax exempt.
Now, how are U going to calculate your net dividend from the above?

This post has been edited by wongmunkeong: Jan 17 2013, 03:58 PM

Why such BIG surprise ar?
SG stocks' & REITs' dividends for individuals, resident/non-resident, 0% tax leh

Yup, good for high income wage slaves but killer for retired folks - generally regarding single-tier dividend taxes on REITs' 10% dividend tax & non-REITs stocks;

for Asian Gov bond yields, try:
http://asianbondsonline.adb.org/regional/d...ent_bond_yields

It depends on individuals
eg.
IF i sell NOW and my net profits is > 10 years worth of dividends,
why not?
I lock-out risk, money now is worth more than same $ future, etc.
Chances of buying another REIT with better DY% in 10 years... are high enough

IF i sell NOW and my net profits is > 2 years worth of dividends,
no thank U
waffor - i can sit and wait and i may not be able to get the REIT at a price that i sold for.

Just my simpleton thoughts

Bro, sometimes keep for dividends BUT see capital DEPRECIATION (ie. price falling below purchased price) also kecut leh.
Dunno about U but i get similar feelings like invest2013.

Personally, i do have a cut-loss point, even for REITs - especially if it misses my expected DY% after XXX days held.
Of course, if it keeps falling AND the properties are doing well + acceptable D/E & great DY, i buy more lar

Any sifus & investors here can share their thoughts on their REITs stock management?
ie. when cut loss, when average down?

wow - U mean U'd not sh*t bricks if your REITs held fell 30% - 40%?
nuts of steel
heheh unfortunately mine's flesh, only human

This post has been edited by wongmunkeong: Aug 9 2013, 03:45 PM

Thanks for sharing your ideas yok70.
Me too - i look at OPR though, not bond's yield, as a measure for my expectations for REITs' DY%

From my own concoction:
1. IF 8% or more net loss, cut loss
2. IF held for >= 1yr 3mths AND actual net DY% < 6%pa, cut loss
3. IF trailing stop loss of 10% hit AND DY% received <6%pa, cut loss

Note though that i buy REITs with an expected minimum of 6% net DY% chicken la

This post has been edited by wongmunkeong: Aug 9 2013, 05:22 PM

hehe - depends on entry price & value mar.
All my REITs for MY & SG didn't hit those triggers last fall - and SG REITs fell much more than MY REITs

BTW, yes, i do have other stuff to do with the cash when i cut loss from REITs - forgot to mention earlier heheh.

Bwhahahaah - yeah, i remember 1997 & 1998 too - double-dips!
A few fellows here so gung-ho, no cut loss no matter what - i wonder if they've held during the double dips in 1997-1998 ( KLCI 262.70 points, 80%+ down) & 2008 (40% to 50% market down). Respect, i'm definitely chicken when fighting the entire markets

Even diversification in stocks didn't save me those days - only had access to KLSE heheh, unlike these days.
BTW, i think KLCI "recovered" from 1997-1998 only around 1st qtr 2007 when index was 1,200+, similar to 1st qtr 1997.
10 years...
Thank gawd for bond funds - they were hitting 9%pa+ to 11%pa returns

Ah.. sweet memories

net expected DY% based on current prices?
got ar - SabanaREIT, AscendasREIT BUT... Mkt Price / NAV is >106% and gearing > 35%.
thus aint touching them yet hehe - especially the Mkt Price / NAV > 106%, chicken leh .

This post has been edited by wongmunkeong: Aug 12 2013, 09:07 PM

er.. better not too side track this topic's discussion neh - MY REITs

best to teach U how to fish:
1. reitdata.com
2. google, download & use chartnexus and download data for SGX, then lookup their REITs for the historical prices (i assUme "capital" to U = mkt price to me common English)