http://www.reitsweek.com/2014/05/mapletree...-2-million.html

Mapletree Logistics Trust to acquire Korean property for SGD31.2 million

this one looks quite good, while still at 6.5% yield.

biggies like suntec, capitamall and capitacomm have all gone <5% yield now.

probably an effect from us bond yields at 11 month low..

how about SAIZEN REIT? did u look into it? apartment reit JAPAN...

Dear sifus, my dividend from singapore reits is just a few hundreds sgd per year, do I need to declare it to the Singapore income tax department? Need your advice, thanks in advance.

This tiny stock market is rocking it

Dhara Ranasinghe | @DharaCNBC
4 Hours AgoCNBC.com

The Singapore Stock Exchange (SGX)

Singapore stocks are trading at their highest level in almost a year and having lagged regional peers, analysts say the market now has the potential to gain the upper hand.

The benchmark Straits Times Index has climbed almost 12 percent since hitting its lowest level in more than a year in early February. Last Thursday, the market rose to its highest level in almost a year, boosted in part by merger and acquisition activity.
....

On a year-to-date comparison, Singapore's stock index is up about 3.4 percent. That leaves it behind double-digit gains in Southeast Asian peers Indonesia and the Philippines, and a rise of about 8 percent in Thailand. Neighboring Malaysia's stock index is up just 0.5 percent.
http://www.cnbc.com/id/101716692

how about SAIZEN REIT? did u look into it? apartment reit JAPAN...

Singapore REITs
Second bite of the cherry
 A slower-than-expected hike in interest rates bodes well for S-REITs whose share prices have rebounded.
 We see room for further re-rating as sector yields are expected to compress to 5.6-5.7% from 6.0% currently.
 In view of this, we upgrade our sector call to NEUTRAL with CMT, CCT and AREIT being our top picks, in sequence of preference.
Interest rate expectations trimmed
Following the change of winds in the macro environment, we cut our year-end risk-free rate assumption from 3.0% to 2.5% and expect a more prolonged low interest rate environment. This lends supports to our view that physical property valuation will hold up better than we initially expected. We therefore revise our assumptions for physical property price change from -2% to -10% to +2% to -6% in 2014. With yield compression cycle at play again, we expect S-REITs to return in favour.
Sector raised to NEUTRAL; top picks: CMT, CCT, AREIT
Unlike recent past event that straddled from early 2012 until May 2013, we expect current yield compression cycle to be more modest. Our view is premised on: 1) current risk-free rates are unlikely to decline significantly as QE tapering gets underway, and 2) there are pockets of property price weakness. We expect sector yields to compress to 5.6-5.7% from 6.0% presently, translating to a yield-spread of 3.1-3.2%.
In view of this, we upgrade our sector call to NEUTRAL. TPs for our coverage universe are raised after factoring in lower risk-free rate, while leaving our DPU forecasts unchanged.
Retail sub-sector remains our preferred segment, followed by office and hospitality. The industrial REITs remain the most at risk of NAV depreciation. For exposure, we recommend CMT, CCT, and AREIT, in sequence of preference.

i thinking of adding this to my portfolio....

http://s-reitinvestmentblog.blogspot.com/2...rial-trust.html

this one... the only great thing is the high yield, very high, in fact.
you might remember what happened to sabana which had a very high yield too previously.
there is an excess of biz/industrial space at the moment, not easy to get to full occupancy.
but the biggest risk is the high gearing of 40%.
price/book 1.034 not a big deal, imo.

for biz park-industrial, i think soilbuildbiz is a better choice overall at this time.

reit everyday also go up... so far not done for SOILBUILD or Starhill 0.82 or Lippo 0.40
or Viva...

quite true... and i think unlikely in the near future u can get at those prices.

in the last few weeks, i bot:

firstreit 1.14
soilbuildbiz 0.79
cdl 1.74
starhill 0.825

after div season, they became 1.18, 0.80, 1.75, 0.84.

i m quite convinced it will continue in a mild uptrend - due to foreign funds finding its way into the fav "emerging" markets since us bond yields are still low.

MY CDL done today for 1.74... hv joined the CDL reit club.. haha

good 4 u. remind me when next div is up!
btw, last round div are now getting paid. can buy a bit more soon.

O.K and soilbuild done also today.. 0.79

good chance to buy today - us bond yields rising, usd strengthening.

but cost a bit more in rm....

Missed.. was out the whole day today...

i was out all day too yesterday. still good chance today.

using recent div in sgd, picked up a tiny bit of cdl at 1.71.

cdl pays div twce a year only, next one in aug 2014.

not hopeful i'll get icon, so will wait for refund, then maybe get some more cdl or soilbuild.