fresh from the press:




the bottom 3 are lippo (-11.1%), sabana (-6.2%) n saizen (-0.4%).

This post has been edited by AVFAN: Jan 5 2015, 04:27 PM

Thanks for that!
I thought of buying Soilbuildbiz previously but I'm worried with the oversupply of industrial space in SG.

ya, duwan another sabana... another aimsampi ok!

i was wary too when i bought soilbuildbiz but the analyses i read seemed to ok'ed it then.
i bought 0.79 in may 2014, still 0.79 now.
yield 7.8%, can consider...

u mentioned firstreit, #5 top performer in 2014.
i been adding bit by bit... just added a bit today 1.255.
yield 6.4% is still ok.

note ex rate sgd/rm today 2.6565/2.6435.
getting harder n harder...

Sold suntec at 1.97, any suggestions what worth to invest?

All Sifu here,

Please give me some idea before i bot my first reits in SG

IREIT Global
Kepple DC Reit
Starhill Global Reit
SoilbuildBizREIT

If i worked at SG still entitled to claim back the div tax and how ?

Please advise.

Many Thanks

the 4 u listed r good enough. maybe consider firstreit as well.

resident or non, div tax... i think u can't.

depending on the counter n div type, some are tax free, some r taxed. no exemption/refund, i believe. best to check with yr broker.

sgd/rm today 2.6745/2.6625.

This post has been edited by AVFAN: Jan 6 2015, 06:16 PM

Thanks AVGAN.


But too high already ... base on NAV.

Yup... more to come please... then my salary this month will consider as "increment"

there is one thing u may want to think about.

prices may be high based on nav but nav is not always a factor to determine price.

given the shix we see, i can imagine thousands of people with rm now running off to nearby sg to park $, seeking shelter.

so, think about if this will have an impact on sgreit price...

yeah... this is the only concern i have now.... hopefully not so soon all come to SG to invest REITS

euro weakening but IREIT instead of going down has been creeping up.. really can't predict market

europe economy overall is not good. but german economy not too bad, probably the strongest one.

also, when there is panic, people go to bonds. reits are proxy to bonds...

This post has been edited by AVFAN: Jan 6 2015, 07:32 PM

yes... agreed with AVFAN.

German economy is better than the rest....

avfan.. whatcha buying now? Next round div will be JAN ...

today sgd/rm... 2.6875/2.6745.

with rm, very hard to buy any and when prices are edging up all the time, e.g. capitamall n firstreit.

yes, will have to accumulate div to buy. board lot 100 units coming, right?

not looking at new counters at all, will just add bits; probably soilbuildbiz n aimsampi as their yields r still good.

unlikely to add ireit global as it is still not liquid; hope liquidity improve with first div announcement.

AVFAN,

Do you mind share what portfolio you held now?

sure. the big 8.

starhill global
aimsampi
suntec
capitamall
firstreit
soilbuildbiz
cdltrust
ireit global

This post has been edited by AVFAN: Jan 7 2015, 01:56 PM

what's your buying price and units

This post has been edited by davidcch07: Jan 7 2015, 02:00 PM

that... a mixed bag... bought over 15 months, diff times, diff prices.

actually had 2 more previously... i chopped off sabana n lippo 3 months ago - glad i did that.

ya... noticed this two reits not doing good... that;s i concern which to go for.....

perhaps can start with SoilbuildBizREIT and Keppel DC REIT

soilbuildbiz - said previously, it is very stable, been at 0.79 forever, boring!
yield 7.8%, div paid twice a year, not 4 times.

keppel dc - this one is new, right?