Depending on when u went in, after taking dividen into calculation, should b breakeven or slight positive...

Sold some reit lately..collecting cash while waiting fed to drop the bomb within this year... Then can start collecting...

I think he was referring to the last q dividen... for mine, last one, croesus retail, came in few days ago...

I sold my CMT, yield is too low, growth is capped...imho..

hand itchy, just masuk some croesus retail ... high yield, price haven't shoot up to the roof yet like others...
Keeping some bullets to shoot during next dip, patiently waiting...

Good news for Starhill investors... Yield accretive acquisition...


Starhill Global REIT (SGREIT) announced that it has proposed to acquire Myer Centre Adelaide, a freehold property in South Australia, for a purchase consideration of A$288m (~S$302.4m). Myer Centre Adelaide has a total area of 716k sq ft and comprises a retail centre (95% occupancy rate), three office buildings (93% occupancy rate) and four basement levels with 467 carpark lots. This asset will be purchased at an initial NPU yield of 6.6%.

SGREIT intends to fund this acquisition via a combination of internal working capital and external borrowings. This would raise its gearing from 28.6% to 35.3%. On a pro forma basis, management estimates that this acquisition would provide a 2.8% accretion to its DPU for the 12 months ended 31 Dec 2014.

As SGREIT will be releasing its 5QFY15 (changed financial year end from 31 Dec to 30 Jun) results next Wednesday, 29 Apr 2015 after trading hours, we opt to keep our estimates intact for now. Maintain BUY and S$0.93 fair value estimate on SGREIT.

Ya, this one is the most steady one in my portfolio... Was waiting patiently for some spark, finally came

Catch no balls also.. Last friday, yellen said fed will raise int rate within 2015. I tot SREIT will lau sai the following Monday. In contrast, it went up on Monday and stood firm this week when the other markets are in RED.

Probably the SREIT market has pretty much already digested or anticipated the interest hike thingy??

This post has been edited by Vector88: May 28 2015, 08:50 PM

Yeah I have this... The yield is good. Price didn't move for the past 6 months or so.... This is probably the only laggard in retail "reit" subsector....

2.73 today !!
3 coming soon

I took a small bite on SingTel today... Its price has been down from 4.4 2-3 weeks ago to now hovering around 4.0x. Current yield at around 4.2%-4.3% based on recent FY2015 dividend of 17.5 cents per annum...

my first foray into non-reit in SGX ... wish me luck

seems like there is a resistence at 4 dollars...
if it breaks that level, probably can accumulate more ...

Yeah, check out the comprehensive report by UBS here...SingTel likely to be least impacted by the 4th telco in SG, due to its diversification..

http://singaporestockmarketnews.blogspot.c...fect-storm.html

Jialat...
Probably wait for it to stablize first before buying more...

wow... banyak red today ....
still hold on to my limited SGD bullets and wait ....

This post has been edited by Vector88: Jun 9 2015, 07:45 PM

Also another report to help u to cherry pick which SG reits anticipating the stormy weather ahead ...

https://sites.google.com/site/researchrepor...tor15062015.pdf

Stormy weather could start tomorrow, as the Fed is meeting today US time ....

Or could look into Croesus? Highest yield, Japan retail REIT...

Sea of red everywhere in Asia...SG reits are not spared, but the decline is "less drastic"...

In my portfolio, starhill reit is the only one in green today. Others in red ranging from 0.5-1%...

Q starhill at 0.87, got nothing ... Queue again tmr

Cashed out 50% of my reits.. Now waiting patiently to parang