Yeah,.. same here,... all the counters I 'recycled' my capital into after I divested Singpost are successful till now,...

Hmm,.... better I run a REIT, since can recycle assets well,...

the more i sell. the higher it goes..

really playing with my Emotion...

Problem is dunno capital recycle to where...!??

REits super movement only started these few months... wonder can sustain how long...

You are not objective enough.
Reits are not for trading IMO. WE buy Reits for yield income. If our yield is highly compressed and the short term Capital gains will pay for say, 3 years or more of yield, why not take some profits?

The market may crash tomorrow and you have a cash chest to buy low. Cash holding is NOT wrong

Reits movement maybe halted soon.

http://www.theedgemarkets.com.sg/most-fed-...red-unwind-plan

https://www.drwealth.com/2017/05/25/5-s-rei...formed-in-1q17/

read & digest.

good read.

of the 5, i hv only capitamall.

lends support to my decision to sell partial.

overall, while the bottom of my short list, this counter still made me a good return in last 4 years.

Yup, have to agree on this.

If reit yield is compressed until reaching bond/FD yield, then one can opt to reduce the stake and park some on those area.

Reit price won't forever go up until the roof one, it is not like ordinary stock that sky is the limit.

Reit primary objective is always a yield play target tool.

Reits to fly some more?
http://research.sginvestors.io/2017/05/sin...-05-25.html?m=1

Or it will sink after Fed hike?

accordia golf results.

Accordia Golf Trust's DPU falls to 1.48 cents in Q4

http://www.btinvest.com.sg/markets/news/12...tml?source=btbn

omg I hold FCOT and CMT

out of 5, I have 2 - Keppel R and Capital Mall.

Ouch!

Bagus bagus. Maybe massive selldown. Maybe I can collect

Chill chill. FCOT is yield is still above 7%. Nothing to worry about. As unker gark said is already priced in that HP will move out. So won't drop. If drop just buy more. I will collect if it drop below 1.25

You can only choose between CCT/FCOT. Nothing come close to both of them. I choose FCOT for it's Australian exposure. The only office reit with exposure to AU market is Keppel and FCOT. Keppel is a bad reit so I am staying away from them.

CMT rental will resume once Funan is back online. Yield will move maybe >6%?

This post has been edited by Ramjade: May 25 2017, 09:32 PM

dun think will sell down la .... all costed in already.

Thin he is referring to Accordia in particular

accordia results dun think will affect the share price.
as every month Accordia will post usage history.


anyway our entry price is very low. just hold.

i am thinking of divesting STARHILL... any ideas.?

Yeah. My entry price into Accordia was 50 cents.

14% yield at the time I think.....

Yup referring to accordia.

73 cents now

i guess wrong.. really drop the 6%...