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 Singapore REITS, S-REITS

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AVFAN
post Aug 20 2014, 10:00 AM

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QUOTE(cwhong @ Aug 19 2014, 06:57 PM)
shopping lists is?  hmm.gif
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u mean wat i plan to buy next?

i actually stick to my list of 8 or so, just add to them, whichever looks most attractive and as a portfolio. may consider new i-reit global.

This post has been edited by AVFAN: Aug 20 2014, 10:01 AM
AVFAN
post Aug 22 2014, 08:59 PM

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QUOTE(elea88 @ Aug 22 2014, 09:00 AM)
mopster, thanks for the article.

I think, if share price drop, i will add some more for a long term investment.
SG prop yield drop.. go for JAPAN Prop
ireit global - Germany
or INDONESIA....

All available in Singapore.

Now even got this GOLF reit. Need find time to read about it.
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quite true...

another example is cdl - many of the hotels are not in sg but maldives, australia, nz...
AVFAN
post Sep 1 2014, 06:55 PM

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QUOTE(tigana @ Sep 1 2014, 10:16 AM)
Yeah thought about that, but the benefits outweigh that.
You save on brokerage charge and some give you a slight discount on share purchase.
If you keep long term, the odd lots will sort itself.

PS, SGX will allow lot sizes of 100 shares in early 2015.
http://news.asiaone.com/news/business/sgx-...an-19-next-year
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this is good news.

if min 100 shares instead of 1000, drp will become more attractive than cash in most cases.

i hv so far opted for cash due to this odd lot problem, will watch out for 19 jan 2015!
AVFAN
post Sep 5 2014, 11:06 AM

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all my dividends in except aimsampi due on 23/9.

weighing whether to buy new ireit or add soilbuildbiz - both similar 7.5% yield and 3x% gearing...
AVFAN
post Sep 5 2014, 06:03 PM

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QUOTE(AREA51 @ Sep 5 2014, 03:42 PM)
what do you think about the weakening of the EURO against SGD? Should be detrimental for IRIET's yield no?  hmm.gif
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sg gomen is clever, they will never let sgd go too high. just look at usd - up down up down...always 1.24-1.25...
QUOTE(elea88 @ Sep 5 2014, 04:53 PM)
http://video.cnbc.com/gallery/?video=3000301693
A Major Risk
The gross rental income earned by IREIT Global’s initial portfolio of four German properties has a really high tenant concentration: The REIT’s top five tenants collectively accounted for 98.9% of its gross rental income as of March this year. In fact, one tenant, Deustche Telekom, contributes 79.5% of IREIT Global’s gross rental income. It will be troubling for unit-holders if the REIT’s important tenants go bust or pulls out of the properties.
also currency risk like u pointed out.
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tq for video. i like it! biggrin.gif "8% yield, low gearing, cheap debt, avg tenancy 6.x yrs..."! thumbup.gif

better 5 big good tenants than 50 small lousy tenants! tongue.gif

will be watching very closely next week(s).

This post has been edited by AVFAN: Sep 5 2014, 06:04 PM
AVFAN
post Sep 8 2014, 06:18 PM

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QUOTE(elea88 @ Sep 8 2014, 05:00 PM)
for me just buy coz EUROPE- diversification. anyway.. keep few years see how.
Mine done at .89... 1 sen above IPO o.k lor.
Also thinking topping up CROESUS as its now ex div. .95
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cudn't resist... got a bit of cdl at 1.67 today. tongue.gif

ireit is next - waiting for last div to come in, then buy - will be my last counter in sgreits portfolio.

can't keep track of too many....
AVFAN
post Sep 9 2014, 11:04 AM

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QUOTE(AREA51 @ Sep 9 2014, 09:03 AM)
Thanks! best of luck to all of us.  laugh.gif
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nod.gif
AVFAN
post Sep 9 2014, 04:20 PM

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QUOTE(elea88 @ Sep 9 2014, 02:22 PM)
Unintentionally.. ended with new counters. Coz i dun want top up what I have, cos price goes up.. but div still same. hence YIELD will be lower.
Eg: suntec, aimsamp, first reit, .. go up so much . U think advisable to AVERAGE UP? coz then our cost is higher.
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imo, not a good idea to average up if yield is not high enough - when it comes back down, it hurts bad!
if yield is high enough >7%, can consider - which is why i will still top up soilbuildbiz.

my plan to was stop at 8 counters. now, looks like 10... no more! biggrin.gif

AVFAN
post Sep 10 2014, 03:25 PM

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QUOTE(GUESS @ Sep 10 2014, 02:48 PM)
i am new to reits. any good reits counters to start with?
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new to reits...

maybe u wanna start with myreits.
https://forum.lowyat.net/topic/3119344/+1480

sgreits involve foreign exchange, different accounts depending on broker/bank.
AVFAN
post Sep 12 2014, 09:10 PM

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aimsampi been good, love it! biggrin.gif

AVFAN
post Oct 16 2014, 02:23 PM

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QUOTE(elea88 @ Oct 16 2014, 01:36 PM)
wah.. rclxms.gif
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sea of red in many bourses....

r u still looking at some stocks (not reits) in sgx?

maybe it's a good time to look at stocks in both bursa and sgx. any suggestions?

good news is except for arreit, my reits for both sides still look pretty intact, hope it stays that way...
AVFAN
post Oct 31 2014, 10:32 AM

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QUOTE(ryan18 @ Oct 21 2014, 10:33 PM)
some good news maybe from singapore
Suntec REIT Q3 DPU up 1.7% to 2.328 cents
Frasers Commercial Trust 2.21 cents Q4 FY 2014
Mapletree Logistics Trust 1.88 cents
Capitamalls Trust 2.72 cents
First REIT 2.02 cents
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QUOTE(ryan18 @ Oct 30 2014, 09:50 PM)
1.27cents from starhill global reit.pretty happy with it
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where do u normally get these figures?
i used to check here but seems all gone haywire, can't find much:
http://www.sgx.com/wps/portal/sgxweb/home/...EvZ0FBIS9nQSEh/
wud b nice to have a summarised page of sg reit dividends and ex-dates as they r announced, not annualised. tq.

QUOTE(davidcch07 @ Oct 29 2014, 02:34 PM)
Which SReit got provide 8-9% dividends annually or  do have any suggestion? I will keep for long term generate passive income for future.  notworthy.gif
Thanks
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8-9% are hard to get now. 6-7.5% still plenty.
http://reitdata.com/

This post has been edited by AVFAN: Oct 31 2014, 10:34 AM
AVFAN
post Nov 4 2014, 10:08 AM

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QUOTE(elea88 @ Oct 31 2014, 04:31 PM)
http://mysgx.com/dividendList/2014/
u can try here.
SGX website.. i also cannnot find.
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thanks. this site is super slow!
can find but need to read line by line to look for it.
well, at least something, tq!

QUOTE(ryan18 @ Oct 31 2014, 10:37 PM)
for my own Starhill Global i check from SGX website
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sgx site... which page do you use to check for news or div announcement?
can post the page link here as i cant seem to find it, tq.


still looking for quick listing or quick search for latest announcements of sgx reit dividends with dpu, ex-date, etc. icon_question.gif

This post has been edited by AVFAN: Nov 4 2014, 10:27 AM
AVFAN
post Nov 4 2014, 03:40 PM

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QUOTE(AVFAN @ Nov 4 2014, 10:08 AM)
still looking for quick listing or quick search for latest announcements of sgx reit dividends with dpu, ex-date, etc. icon_question.gif
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finally found this. search one by one...

http://www.sgx.com/wps/portal/sgxweb/home/...orporate_action
AVFAN
post Nov 6 2014, 07:30 PM

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QUOTE(ShinG3e @ Nov 6 2014, 06:30 PM)
Hi guys,

Let's say one of the SGX REITS issue div, what would the procedure be like?

do they charge any fee for transferring the dividend to your bank acc (msia bank acc)?
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if u are with msia based nominee account, sg dividend paid to this nominee acc will cost u something.
cimb charge flat sgd10 for each div payout.
so, if u get a small div, say sgd30, 1/3 is gone.
maybe other brokers charge less, i dunno...
AVFAN
post Nov 7 2014, 10:37 AM

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what's up with suntec?


up 10 cents or 5%! rclxm9.gif
AVFAN
post Nov 7 2014, 11:26 AM

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QUOTE(wodenus @ Nov 7 2014, 11:03 AM)
Makes no sense doesn't it? after exchange rate spread, bank charges, agent charges, commission.. might as well put it in FD smile.gif
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well, if u buy everything at the worst possible time - weak rm, high sgd price, pay higher than normal brokerage fees, div charges - and in small amounts making the div charge a high %, it can't be good. the fx factor is the main one so must learn to buy with rm only when rm is relatively strong.

however, in most cases, the purchases are spread over a period of time, win some gain some such that the overall "additional" cost is more than offset by the higher div yields in sg reits compared to bursa ones. fd... that's a risk free saving, not investment, diff animal.

my own experience, net current position is sgreits is significantly better than bursa ones. looking forward, i have less confidence in rm than in sgd.

sgx is a much more active (can say more efficient) bourse with many major foreign players whilst bursa is pretty closed, mainly local players and few foreign funds. u can see the difference in daily volumes traded for any counter.

QUOTE(ShinG3e @ Nov 7 2014, 11:22 AM)
Agent Handling Charges SGD6.00
Bank Charges SGD0
Our Handling RM10
shakehead.gif
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total about sgd10, normal la...

This post has been edited by AVFAN: Nov 7 2014, 11:30 AM
AVFAN
post Nov 7 2014, 11:34 AM

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QUOTE(wodenus @ Nov 7 2014, 11:30 AM)
Cool.. but current yields in SGX REITs are maybe 6-7%, is that really still worth it considering FD rates at 4%?
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my view is if small amount,s dun bother - place in fd, sleep well, play more, no need to read forums or charts or anything!

bigger amounts, spread them out over several categories, not all in one basket.

AVFAN
post Nov 7 2014, 12:07 PM

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QUOTE(elea88 @ Nov 7 2014, 11:57 AM)
I SOLD OFF 21 oct at 1.56... buy back 29 oct at 1.50.

didn't know REIT also can YOYO trade...
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r u talking about bursa sunway/sunreit or sgx suntec?! biggrin.gif

This post has been edited by AVFAN: Nov 7 2014, 12:08 PM
AVFAN
post Nov 27 2014, 12:50 PM

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suntec keeps gapping up! thumbup.gif

think it is now all time high at 1.98

probably among the lowest yields now, but... what news coming?

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