Glad i open trading account at SG.. everything FOC..

Not directly only ETF.. US shares dividend kena 30% tax..

This post has been edited by gark: Apr 5 2017, 11:54 AM

Using margin, you can get much higher yields, but at higher risks.

There are people advocating using margin for reits, the calculation works out very nicely.

But I too chicken to try.

This post has been edited by gark: Apr 5 2017, 12:28 PM

About 3-4 years ago, I wanted to mortgage my property, take loan and dump into Malaysia Reits. It is a form of margin also...

At last minute, decided against it.

If I have done it, my gains will be huge today (from extra dividend and capital gains)..equivalent to getting a FOC property..

You not in SG, who want to loan to you... no collateral some more.

MKE margin interest is about 2% only...

But hor every kind of loan also got risk one..ok understand it.

This post has been edited by gark: Apr 5 2017, 12:43 PM

SG if loan with collateral, ie housing/corporate loan is about 2-3% only.. they not using personal loan lah.

Compared that to indon corporate loan is now 9%..

This post has been edited by gark: Apr 5 2017, 01:08 PM

That time was Malaysia property, and Malaysia REITs.. got offer for 4.2% interest and that time MY reits are yielding 6-8%...

Taking loan in another currency compared to investment currency is potential receipt for disaster..

Now cannot de, MY reits already compressed too much..

Soooo difficult.. just open margin account only lar

Hopefully reits will start to reverse gear, bank of india did a surprise tightening of the repo market sending short term rates up. Thailand says might do the same soon.

Fed minutes show that, they are not just raising interest rate, but they want to start selling their 4.5 trillion of bonds they are holding. This will affect bond prices more than rate increase.

Germany is having a spat with ECB on the stimulus, germany wants to reduce the ECB stimulus as soon as possible.

Cream on the crop will be if SGD monetary policy appreaciate higher.

That one is to scare you small holders only.. already got ready sponsor to take over wat.

E-shang redwood, held by KKR and Tong jinquan just bought in 5%+12%.. they are very experienced reit managers, so no need to worry. The are the managers for Creosus, Cambridge, I-reit before they sold it off, and a few others ...

This post has been edited by gark: Apr 7 2017, 04:15 PM

Got 2 new BTS building lor.. never consider that?

One this year (30-32 tuas west, TOP achieved in Dc 2016, expected completed in Jan-Feb2017) - master lease CWT, should start contributing soon.

End 2017 (8&10 tuas ave 20) - Redevelopment, multi tenant

2018 (Marsiling Lane) - New BTS to Beyonics for 5+5 years masterlease.

New property (which cost already input) = higher income in future

And the 20%.. it is expire only mah. They still have plenty of time to find new tenants.

For example, 12% of their masterlease to be expired in 2017 (20 Gul way), they already found tenant for it and successfully leased out.

I say the management is doing a fantastic job..Also this REIT mostly build their own building, no buying overpriced property from sponsor.

This post has been edited by gark: Apr 10 2017, 02:27 PM

BTS and masterlease on long term.. yes there are risk, but it also depend on the management.

I cannot tell the future if they can or cannot rent out their properties..

All the reit also go crazy liao..

Ya lor.. M reit kenot pakai already..

Sreit.. not attractive.. but still 'investable'

Soilbuild already expected la... loyang way security deposit habis liao..

Aim .. so far no bad news yet.. I expect them to at least maintain DPU..

This post has been edited by gark: Apr 13 2017, 11:01 AM

Rating reaffirm means the rating house see minimal disruption in the rental... unlike Sabana last time, langsung downgrade even before they report a disaster results.

Rating house got do their homework yo..



This post has been edited by gark: Apr 13 2017, 11:05 AM

As long as no more new rental problems..

Soilbuild have 3 more OnG rental props..

This post has been edited by gark: Apr 13 2017, 02:43 PM

Bought EC Reit at 78 cents.. E-commerce > retail

Nothing much to but now a days.. bored.

Havent added any to the portfolio.. since a few months ago..

except Singtel at 3.75 before the dividend issue..

This post has been edited by gark: Aug 16 2017, 09:55 AM

Haha no where.. busy with work..