Well,... let me say first that some points below could be just becaue of me, not really affecting the quality of the REIT at all....
1) I saw the BOD was heavily protected by security-guards, personal body-guards. The last time I saw this was around a developer who took purchasers' money and couldn't deliver the houses. This fella has to walk around with heavy body-guards around him, and one day one of his body-guards betrayed him and his head was broken and needed stitching. So,... looks like same scenario here,...
2) The CEO was extra-friendly,... I must say, he mingled with shareholders,... BUT,.. well,... he looks real smart,.... I really don't think he will give more than what the the mkt gives to shareholders.
3) Ascott REIT is part of the Capitaland Group,... it could be just me,... but I feel that these big SG conglomerates are very detailed in their investment things,... they will count to the penny in their ventures. So, I don't think Capitaland will give investors more than investors deserved. These SG companies don't miss,....
Sure, if we wanted safety, then can go with Ascott REIT,... but if we wanted more, than there are other better companies out there,.... errm,... how to say this huh ?? IT's too well-run,... so,.. will not give more,... Singaporeans count every penny,... that's why less corruption there,...
4) When I talked spoke to the BOD during Q&A,... err,.. don't know how to describe,...
Well,... in summary, I think it it's better to go with some other counters. Ascott won't give more than what investors deserve. When I first started investing in SG, I would go for the blue chips and the govt-linked counters,... today,... with experience,.. I think no more-lar,....
Thanks for the info.
Understood what you try to describe.