If you want to invest in international reits, you got to keep informed on forex and macroeconomics.

Lippo Malls yield is initially high, but it is denominated in IDR, and when IDR falls vs SGD, the yield hence price falls with it. The malls under lippo is doing ok, there are rental revision upwards, but they cannot fight versus forex headwinds.

Some securities cannot hold forever, there are times to buy and there are times to let go. You need to asses your REIT holdings at least once per Quarter. If the REIT no longer fulfills your objectives (in terms of yield, asset class or asset quality) they you have to look for more suitable candidate.

gark

What's your take on Yen vs SGD since many here have Croesus and Saizen?

Yen > MYR at the moment

SGD > Yen however..

But yen is not so volatile vs USD

The best thing is the ultra cheap interest rate, which makes the yield high. 

But then hor, please monitor JPY-SGD pair if you want to buy these reits. 

http://www.bloomberg.com/quote/SGDJPY:CUR

right, i belong to the camp that does not believe in buying to keep forever whether for cap gains or yield.

there are surely times one has to do some pruning - pluck the juicy fruits or cut off dead branches.

More on the SGD:JPY

Think Abe-NOmics is coming to a stand.  If Japan's economy does not improve, my take is they will do worse compared with SG.

I not so worry about the economy.. more worried about the amount of loans they have.

The loan amount is already exceed GDP.. 

But then again USA also got boat load of loans, economy also doing so so, but look how the currency fares. 

SG loan also high.

Is that national debt or consumer debt?

National debt.. yes SG is high, but Japan is hgher.

On currency stability is mostly depend if the government is stable (low risk).. not so much about loans, trade balance, foreign reserve etc although they do factor in.

Look at Malaysia's basket case recently... it is due to political instability..rather than economic instability

SG sound good then.  

Did you know which currency perform even better than SGD vs USD..? 

There are a couple of reits in SGX in that currency.. 

3 Guesses 

IDR............  

Yuan..........China Reits

Wrong!!!! 

1 more guess left 

ASS cendas  

Nolah......German IRIET

Japon?

Nope.. look at link above. 

Happy investing! 

Huh?

Yankee?  

Sorry link fixed now.. 

USD > All 

Which S Reits is USD income?