FIRST REIT i bought last year.

I am looking at
capitacommercial trust key in RM1.5 plus
next div sometime august 2014
but still not done now is 1.6plus
and Mapletree logistics trust
now is 1.07

i key in 1.05.. till today not done.. haha

most reits moving up. So, to AVERAGE UP? coz SGD EXCHANGE now is quite favourable too...

first reit has many indonesia properties. no fear falling rupiah ?

Highlights for First REIT’s Healthy First Quarter

By Sudhan P - April 15, 2014 | See also: AW9U

First REIT (SGX: AW9U), Singapore’s first healthcare-related real estate investment trust (REIT) with 14 properties in Indonesia, Singapore and South Korea, had just declared a clean bill of health if its latest first quarter results are anything to go by.

Quarterly gross revenue increased by 28.3% year-on-year to S$22.5 million, while net property income surged 29.6% to S$22.2 million. There was a 22.3% rise in distributions to S$14.2 million as compared to the previous year. As a result,  the REIT’s distribution per unit (DPU) had increased by 14.4% to 1.99 Singapore cents versus the DPU of 1.74 Singapore cents a year ago.

First REIT’s good showing was due largely to contributions from its newly acquired Indonesian assets,  Siloam Hospitals Bali (SHBL) and Siloam Hospitals TB Simatupang (SHTS). Those two hospitals came on board in May last year.

As of 31 March 2014, the gearing at First REIT stood at around 32%, unchanged from the previous quarter. The REIT’s net asset value however, declined slightly from 96.64 Singapore cents (as of 31 Dec 2013) to 96.49 Singapore cents.

The healthcare REIT expects the Indonesian political elections this year to not cause any drastic change in regulations or policy within the healthcare industry in the short to medium term.

First REIT’s sponsor, Lippo Karawaci, has a strong pipeline of 24 hospitals from which the REIT can explore for potential acquisitions. In Singapore, over 11,000 new hospital and nursing home beds are expected to be added and this may bode well for First REIT in terms of acquisition opportunities; the REIT already owns three nursing homes in our sunny island.
http://www.fool.sg/2014/04/15/highlights-f...-first-quarter/

http://firstreit.listedcompany.com/newsroom/fr140414.pdf

First REIT declared distribution per unit (“DPU”) of 1.99 cents, a 14.4% increase from 1Q 2013 DPU of 1.74 cents. Based on annualised DPU of 8.07 cents and closing price of S$1.11 on 11 April 2014, First REIT’s distribution yield remains at a healthy 7.3%.

yeah.. better dividend.

I heard that they collect their rent in Singapore dollars.
This from a speaker from Singapore during a talk organised by RHB.

my opinion, Better dun chase. Just wait EX DIV.
Unless u are costing in TIME VALUE OF MONEY...

Soilbuild REIT: Strength despite cautious backdrop
Soilbuild Business Space REIT (Soilbuild REIT) delivered a strong set of 1Q14 results, with NPI of S$14.2m and DPU of 1.562 S cents coming in 5.3% and 6.1% higher than its respective prospectus forecasts. We note that the portfolio occupancy has reached 100% following the expansion of space by one tenant and new take up by another tenant at Eightrium during the quarter. In addition, positive rental reversions were achieved. Looking ahead, management believes that it is well placed to deliver on the forecasts set out in its prospectus. As announced in Mar, Soilbuild REIT has entered into an agreement to acquire 39 Senoko Way, an industrial property in Woodlands. With the deal expected to be yield-accretive, we believe its earnings profile will be further enhanced upon its expected completion in 2Q. We maintain BUY with a marginally higher fair value of S$0.88 on Soilbuild REIT. (Kevin Tan)

Particulars :
010114 - 310314 SGD 0.01562 LESS TAX
Ex-date :
06 May 2014
Buy-In Last Cum Date :
08 May 2014
Record Date :
08 May 2014
Date Paid/Payable :
04 Jun 2014

Excellent thread..
Need to Bookmark this.

Starting to look at Reits in SG and was scouring the net for some info.

Good work guys, and hope to get more / share more info here.

did u buy this?
Today last day if want the div.

Distribution per unit (cents) : 1.24
Stock Price : 0.50

Assuming I buy 1 lot (1000 units), do i get 1240?

Not quite sure how it works.

Can anyone tell me pleaseeeee

http://firstreit.listedcompany.com/newsroom/fr140414.pdf

First REIT declared distribution per unit (“DPU”) of 1.99 cents, a 14.4% increase from 1Q 2013 DPU of 1.74 cents. Based on annualised DPU of 8.07 cents and closing price of S$1.11 on 11 April 2014, First REIT’s distribution yield remains at a healthy 7.3%.

yeah.. better dividend.

Thanks alot AVFAN!
1.24 cents per share meaning if I bought 1 lot = 1000 units
I would get 1.24*1000 = RM12.4 ?
And also are you using any screener or website to track your stocks?
Sorry for asking so many questions

For Singapore shares there is 2 dates:
ex date : 6 May 2014
Record Date : 8 May 2104 17:00

If Not Mistaken to be entitled to the dividend if ex date is 6 May 2014, must buy
on 2nd May? coz there is the T+3 thing. Maybe Singapore EX-DATE means
share in possession by the Ex Date. Not buy by ex-date.

For Malaysia, i know if ex-date 6th, can buy on 5th.
But for Singapore, I dun think will be entitled to dividend.

Need to find time to check this out.

erm.. my tip ... Lucky only.. I did not do research actually. So, not so reliable one.
I open Singapore ac last year and just went in a bit here and there.
My aim is to diversify to balance the REIT PORFOLIO and i hv the following:
1. industrial - aim, maple ind,
2. shopping hotel- starhill, suntec, lippo
3. hospital, Nursing home - its either first reit or Park Way. park Way... price is high hence yield lower.
Still waiting to add  CROESUS, soilbuild, maple log..  and maybe will add in VIVA later...
Now shopping around for other than reit in SGX.
How about u?

Y bottom LIPPO... ? i tot dividend was good?
My LIPPO no appreciation yet.. but been collecting dividends, so o.k la....

capital mall trust or Capital Commercial Trust?
Which one better?

AREIT and MINT’s business park vacancy rate rose to 18-21% last year: This is
despite 0.3% supply growth, as demand was extremely weak. With supply rising 9%
p.a. in 2014-16E, we expect vacancy to remain high and see some downside risks to
our forecast for flat rents in 2014-16. Multi-tenanted factory vacancy rate rose to
11.6% from 9.5% in 1Q13. We expect factory rents to fall 11% in 2014-16.

Malls’ shopper traffic fell 1.8% y/y, tenant sales weakened: CT and SGREIT
reported that tenant sales fell 3-4% y/y in 1Q14, while MCT’s retail tenant sales
growth slowed to 2.6% y/y in 1Q14. Despite this, rents rose 3-13% y/y on average,
resulting in an estimated 2-10% y/y increase in occupancy costs. Hotels’
performance was flat due to slower tourist arrivals from China and Southeast Asia.

Office REITs could rise 20% from here and peak in January 2015: Office REITs’
occupancy rose 347bps in the past year to 99.4% and signing rents rose 5% q/q in
1Q14. Based on past cycles, we think CCT and KREIT could rise 20% from here and
peak in January 2015, if prime rents peak in end-2015. Office REITs could acquire
c.SGD 3bn of assets in the next 12 months, funded largely by asset sales and debt,
both costing below 3%, in our view. Hotel REITs could also acquire assets
accretively using available debt headroom.

Time for a breather: Large-cap REITs rose 8% on average in the past three months.
We expect bond yields to rise c.50bps by end-2014 and see SREITs as fully valued.
We recommend investors buy CCT, KREIT and CDREIT, and sell CT and AREIT.
We downgrade CT and FEHT to Underperform; MCT, MLT and MINT to In-Line.

anyone knows why aimsampi has not release their quarterly results, whereas most of the reits have already released theirs, or at least scheduled for the release of their results?

Date & Time of Broadcast

17-Apr-2014 18:01:55

AIMS AMP Capital Industrial REIT Management Limited, as manager of AIMS AMP Capital Industrial REIT ("AACI REIT"), is pleased to announce that AACI REIT's unaudited financial results for the fourth quarter and full year ended 31 March 2014 will be released on 7 May 2014, before trading hours.

Rate is good, but dunno what to buy.
Like u say REITS going up.....
but strategy is not to take in the cap gain, but
get better yield.

so, wait and see...

http://www.reitsweek.com/2014/05/keppel-re...tial-tower.html

CAN CONSIDER also Keppel.. 100% tenanted. But only left 4 buildings...

Might diversify to NON-REITS...