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?

i just spoke to my cimb broker.

for cimb trust account sgx, the treatment is the same like bursa, i.e. t+3 is valid.
i just got notice to opt for cash or reinvestment for first reit which was bought 2 days before ex.

but it is possible that u may be right for some other broker/trusts /banks/platforms.
pls check let let us know, i m curious also...

hehe... whether tip or luck...
what i do is read whatever i can, check other sources and then decide if it is worth it.
this case turned out good, so, it's good!

i have some those u have, firstreit and soilbuildbiz recently added. 8 in total.
best has been suntec, starhill and first.
at the bottom is lippo, sabana but still green considering div.

it gets difficult to monitor if the list is too long, i prefer to add more to existing, not add new reit.

worldcup coming, expect many to sell off and hug the tv 24/7.
so, it may well be just that - sell in may and go away!!

LIPPO MALLS INDO RETAIL TRUST - SG1W27938677 - D5IU

LMIR Trust has announced a distribution of 0.68 cent per unit in LMIR Trust for the period from 1 January 2014 to 31 March 2014, comprising a tax-exempt income component of 0.44 cent per unit and a capital component of 0.24 cent per unit. Please see attached for details.
Dateline 14 May 2014

http://www.4-traders.com/LIPPO-MALLS-INDON...atory-18380706/

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

becos bought not so long ago, div only twice, small cap loss. same with sabana.
i factor in the brokerage charges and actual exchange rates too.

it'll be much nicer to get div and cap appr!

This post has been edited by AVFAN: May 6 2014, 12:55 PM

I think the dividend for 2014 is o.k la... only risk RUPIAH...

http://infopub.sgx.com/FileOpen/Press_Rele...t&FileID=295464

As a result of the lower NPI, and after deducting finance and other costs incurred at the LMIR Trust level, 1Q 2014 Distributable Income decreased by 14.7% y-o-y to SGD 16.7 million. This translates into a DPU of 0.68 cents for 1Q 2014, which represents an annualized DPU yield of approximately 6.8% and a rolling 12-month yield of 7.6%, based on the closing price of SGD 0.400 per unit on 31 March 2014.

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?

maybe a bit late for this but still...

i just got this analyst report that says sgreits fully valued!
it suggests buying capitacomtrust,keppelreit, cdl hospitality, avoid capitamalltrust, ascendas and maple industrialtrust.

tmrw...



This post has been edited by AVFAN: May 6 2014, 04:34 PM

another great results by aimsampi reit

http://www.reitsweek.com/2014/05/tong-jinq...abana-reit.html

Tong Jinquan buys 2.8 million units of Sabana REIT

china ppl really buying REITS....

rm is relatively strong at this time, like <2.59 to sgd1.0.

if thinking of buying with rm, now may be a good time.

meanwhile, starhill, suntec, first reit going up continously... not sure if sustainable...

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...

dunno wat to buy... true!

i wudn't want to buy those <6% yield now - suntec, capmall, capcom, starhill.

lippo and sabana are much less attractive now with adjusted lower yields and their risks, price may fall further.

just sold all my igb, seriously considering keppel and cdl...circa 6.5% yield..

i been watching last few days very closely, no chance to get just a bit cheaper...

then again, div season is just over, can wait a bit too...



the news is that us bond yields are still going lower, which means reit prices in major bourses may have a bit more to run up.

This post has been edited by AVFAN: May 15 2014, 01:08 PM

http://www.reitsweek.com/2014/05/stanchart...rial-reits.html

Standard Chartered Research (StanChart) warned that the rising supply of business park space in Singapore is likely to depress rents in the long term, including those at warehouses, affecting yields for investors of industrial REITs.

Subsequently StanChart issued calls in a research note on 20 May to sell industrial Singapore-listed industrial REITS, Ascendas REIT (SGX:A17U), Mapletree Industrial Trust (SGX:ME8U) and Mapletree Logistics Trust (SGX:M44U), predicting an average downside potential of between 2% and 15% to its new price targets.

StanChart also expects the average distribution per unit (DPU) for the largest industrial REITs to fall at a 3.5 per cent compounded annual growth rate (CAGR) over 2014 to 2016.

However the banks remain optimistic on Singapore office REITs, suggesting that office REITs listed in the city state are likely to offer higher dividend yields than industrial REITs.

StanChart issued a call to buy CapitaCommercial Trust (SGX:C61U), Suntec REIT (SGX:T82U) and Keppel REIT (SGX:K71U) citing upside potential of between 7% and 14%.

The bank estimates DPU CAGR of 9.6 per cent in 2014-16 for the Singapore office REITs and estimates an average DPU yield of 6.7 per cent in 2016, which would be 14 per cent higher than the three largest Singapore industrial REIT’s average DPU yield of 5.9 per cent.
The predictions are in line with reports from Ascendas REIT and Mapletree Industrial Trust which have reported falling occupancy for their respective industrial properties.

Supply of business parks in Singapore is expected to rise by about 9% per annum between 2014-2014 and causing rents to fall by about 22%. Warehouse rents are also expected to slip by about 14%.

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

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

the reports are the same ones i got from my ib and posted partially on may 6 - industrial no good, go for office...

it said stay away from capitamall but it gone up 2 cents since!!

keppel ... the only thing i dislike is the high gearing.

been trying to add a bit more of starhill last few days, no chance to get <82.

with rm relatively strong at the moment, may still be worth a shot...

ya, me too trying to add Starhill coz after Ex went down a bit...
and browsing for others... as the exchange rate is favourable now.

Might diversify to NON-REITS...

what r u looking at at this time?

i can surely take a look too!