I set an entry price of 75 cents because the yield is approximately 8% there, but after news of the potential rights issue.. I'm still sitting on my hands here. Sigh. But yes, I do like the fundamentals of the REIT. One of the few REITs with growth left.
I have a small exposure to it. Picked it up at 69 cents. The rental growth is decent, though you have to factor in the long term appreciation pathway of the SGD vs the CNY. Concerns about non-renewal of major leases in 2020 seem overblown to me, since the tenants are subsidiaries of the Sponsor, and the Sponsor still has a sizeable stake in the REIT so it is unlikely that they will do anything dumb. And the yield of 9% is fantastic considering that it's not facing shrinking DPU unlike some other high yielding REITs.

EC World

http://ecwreit.listedcompany.com/newsroom/...DOTYMZT74.3.pdf

http://ir.listedcompany.com/tracker.pl?typ...DOTYMZT74.1.pdf

EC WORLD REIT Reports 2.6% Higher DPU for FY2018;
Proposes Entry into New Master Lease Agreements to
Significantly Lengthen Lease Expiry Profile
• 2.6% year-on-year (“y-o-y”) increase in DPU to 6.179 Singapore cents per unit for
FY2018, translating to distribution yield of 9.0%1
• Proposed Entry into new Master Lease Agreements (“MLA”) to lengthen existing
MLAs expiries by four more years provides strong income visibility to EC World
REIT; Portfolio WALE extends from 2.0 years to 4.8 years2
• Stable portfolio with continued resilient operating performance despite challenging
macroeconomic environment

EC world reit hit 0.70 and Sasseur reit 0.79 today

A good price to go in? Please

not sure about the rest, but i see some sgreits have become so darn speculative, volatile... >10% swing within 10 days or so.

e.g. mapletree ind, capitamall, kdc.

aims is a more stable one... back to its "norm" at 1.42.

elea88  our frasers centrepoint mapletree on sale

you're sure it'll hit lower then you still buy??