Your good theory is only true IF future acquisitions by Kep-KBS US REIT are dpu-accretive. What happens if Keppel-KBS turns out to be like Manulife US REIT which bought one property after another, with each property being dpu-reducing after the acquisition ?

I'd rather if a REIT Manager can't manage its properties well enough to give long term income to investors, unitholders must then do something to correct this ! Otherwise, more and more acquisitions are performed and the manager gets to enjoy more and more acquisition fee,... without any regards to unitholders.

I have to agree with Havoc on this. At this price no matter what they do,  you are getting way above 7%.

Have to give them chance. 1 year should be sufficient. Yes I am applying for rights and excess. I got in at 0.67 not IPO price so consider quite cheap for me. 30% discount you don't want to take?

Yeah

The risk rewards looks very good here at this price. 56 cents.

I am applying for rights. Cheaper way to go. Not sure if can get excess.
Good luck to us all.

Yes that's true for CDP holders.
You need SG address. And is annoying as hell the way SG govt structured it so that CDP holders without SG address cannot participate.
Use nominee like FSM SG or maybank KE prefunded to get around SG govt roadblock.

Put in the amount of cash required,  tell your broker you want to subscribe for rights, and whether you want excess. He will settle everything for you. Just make sure have sufficient cash inside. That's Maybank KE prefunded. Not sure about FSM SG structure.

Of course make sure wben8 form active or else kena slap with 30% with holding tax.

just give instruction via whatsapp if its MKE.. or via phone if STD CHART. all nominee

if direct CDP.. then you will need a singapore address.

http://lampiran1.hasil.gov.my/pdf/pdfam/GO_012018_01.pdf

" 1.4 Program Khas ini juga bertujuan memberi peluang kepada pembayar cukai melaporkan pendapatan yang sepatutnya selaras dengan pelaksanaan Common Reporting Standard (CRS) pada 30 September 2018 yang mana LHDNM bakal menerima maklumat kewangan pembayar cukai daripada pentadbir cukai luar negara. "
http://www.hasil.gov.my/bt_goindex.php?bt_...=5000&bt_sequ=3

" Pendapatan Diremit Dari Luar Malaysia

Mulai tahun taksiran 2004, pendapatan yang diperoleh dari luar Malaysia dan diterima di Malaysia oleh seseorang individu yang bermastautin dan diremitkan ke Malaysia dikecualikan daripada cukai pendapatan. "

Based on above several post, it seems like many have misunderstood the CRS under AEOI.
Under CRS, those participant countries like Sg, Malaysia, Australia and many more (can refer http://www.oecd.org/tax/transparency/autom...nformation.htm) ,
who have signed the agreement on the AEOI, will exchange information between them.

Eg.
If A is tax resident of Malaysia, but having a bank deposit account in Sg for investment or whatever (as long as appear in the bank ac list), Sg counterpart will send those bank information to LHDN every year.
By then, LHDN will know A has SGD xxxxxx in Sg, and it can be easily cross checked by LHDN that whether A has been duly report their tax accordingly that match the amount of money in Sg.
As if A's income based on tax submission, A total income shouldn't be more than eg. 1 mil, but as Sg bank account got 10 mil balance, clearly it will raise red flag.
The CRS enable more transparent, no more previously of people "hiding" money at overseas.

The CRS has nothing to do with the Sreit or dividend income taxable issue.
Sreit income and dividend (single tier) are still tax exempted income, as it is a foreign source of income.

But those Sreit income or dividend that bank into A account in Sg bank, under CRS, it will be send to LHDN database, as all account info will need to be sent under CRS.

While those using nominee account to receive Sreit income or any other foreign dividend, it is still tax exempted, but remember to keep those statement (just if needed), as a proof of your foreign income.

Thank again, bros,... for responses,...

SG banks and brokerages do not send the CRS Records to LHDN every year as a standard procedure.

If it is going to be like this,... then all the countries in the OECD implementing the CRS would need to send ALL records from their respective countries to each other,.. imagine the sort of work that is required and the sort of system and disk space needed to process this,...

I believe the sharing of information is on an 'upon request' basis, targetted onto specific individuals who are 'popular'.

The more 'popular' the individual, the more will LHDN request for infos about that individual from the more countries by activating the CRS procedure.

[Ramjade][hansel]

https://financialhorse.com/rights-issues-fo...lVG08RtG6KTRQNY
http://www.probutterfly.com/blog/is-the-ke...rRcb6oxhfjYKduk

https://www.businesstimes.com.sg/companies-...0rgzkyrF7Feo20Q

buy CHINA then.. haha

Hmm,... yeah, I saw the good reporting too this morning,... dpu is up !!

But on the 1-year chart, the unit price keeps inching-down,....

https://finance.yahoo.com/chart/BWCU.SI#eyJ...nZSI6bnVsbH0%3D

Edited by adding : If the price stays still or moves in a tight range, I'm still okay if the dpu is steady or growing,... eg as in Netlink NBN Trust,...

But EC World REIT's price is inching-down,....causing capital loss.

DPU UP...…… price down...…...guess I will buy some more! 

Ladies and gentlemen,

Does anyone have an idea about the decreasing share price of AIMS AMP Capital Industrial REIT, reaching a low point of SGD 1.29?

Yeah, it provides a good chance for us to buy at a dip, but this is a REIT which should not as volatile as a share. The price of AIMS has dropped more than SGD 0.025 (the latest quarterly dividend), after dividend ex-date.

Similar to EC World REIT, as Hansel said, we are experiencing capital loss for AIMS. Should we retain our strong faith in AIMS?

Thank you for your information.

Bros,... I'm afraid I have a different opinion here. I observed and opined that the only way for an Industrial REIT in SG to turn around is only via one of two ways :-

1) turn their warehouse assets into hi-tech centres or business parks, ie need to put in AEI's, which would of course, incur capex's.

2) buy assets in certain countries, may not be Australia anymore due to the falling AUD.

If a REIT is going to just sit and wait for industrial space inside SG to run out so that supply goes down, or wait for more take-ups in their empty spaces from an economic upturn, it's going to be futile. The outcome may cause the Industrial REIT turn out into something like Sabana REIT.

Added : I would not be waiting for rents to stabilise or bottom-out, I would be waiting fir the REIT to, say,... make an acquisition in a good foreign ctry or to a lesser extent, convert any of their warehouses into, say,.... a high-tech centre or business park...

The is the framework :-

1) Country from where rental is collected from.

2) Country where dividend is paid out.

Then the effects from the above framework starts to pour.

Looking from the angle of currency,....

If 1) is GENERALLY stronger than 2),.. effects are :-

a) borrowing from 1) will provide a natural hedge.
b) borrowing from 1) will cause 2) to service more financial costs,...

etc,...

what happen to First Reit today ? share price dropped 4% ?

ya man.... I sold all of them today...
Some loss, but manageable as they are the smallest holding in my portfolio...
this Lippo really screw investors kau kau ... last time in Lippo Mall reit, now First reit

Yeah

The interesting thing now is the yields are widening again due to market correction.
When is the time to fish the perpetual pearls like the Capitalland, Mapletree, Frasers?

Couldn't agree more... Now focus on the big boys to weather thru the storm...

Does anyone have any idea about AIMS AMP Capital Industrial REIT not trading on SGX?

I cannot see any price movement in Google Finance, and Maybank KE Trade website.

first reit.. Dived deep.. $.97.. I still hv a bit.

the reason..

https://www.fool.sg/2018/11/20/why-did-firs...unge-yesterday/

Sifu, sorry, meaning good or bad if a REITs back by its sponsor?

Which MREIT, may I ask?

I made 76.19% return on a stock today!   

Bought Cromwell rights at 21 cents....…...now 37 cents!     

But only 30,000 shares...…….