the question now is, how many people dare to touch REITs now after watching its scary sell down recently? they may still keep their cash in FD exactly the same when REIT's yield too low that time.
like what u like to say, the story always repeats itself. very few people able to make profit in investment in long term.

This post has been edited by yok70: Oct 10 2013, 11:17 PM

thought we aim for dividend accumulation?

Surprisingly, after watching the Reit prices since 2 mths ago...

Seems like got people slowly accumulating.

I might be wrong. Any master shifu can gimme a reasonable point why there is accumulation at the moment?

i don't know who accumulate. But I see the buy more than sell this few weeks.

Actually, what's wrong with starhill reits, it has the highest yield yet not much of buying interest. May I know why?

YES...Like buying in small scale size to collect Propertly rental.

Yes i still collecting when i have save from spare money.

so you're one of them.

good good.

Starhill REIT plans to raise up to RM800mil

Starhill Real Estate Investment Trust (REIT) has proposed to undergo a placement exercise to raise up to RM800mil to repay some of its borrowings and reduce its gearing level. In November last year, Starhill REIT primarily financed the acquisitions of the Sydney Harbour Marriott Hotel, Melbourne Marriott Hotel and Brisbane Marriott Hotel along with the business assets of the respective hotels via borrowings. To accommodate the placement exercise, it has also proposed to increase its existing fund size to a maximum of 2.125 billion units from the current 1.324 billion units. (Source: The Star)

not so frequent - maybe need wait 1-3 my bullet only can fire one reits.

dilution

STAREIT is one of the worst performing counter in my portfolio...
扶不起的太子

how come...i also hv long long time ago before i sold arnd 0.95 sen...now still rm1.03


only not performing. I dunnow chinese can translate.

What's the current status of Stareit share placement exercise? Anyone

Another victim of Stareit here.

all the best mate.

been following on your post as silent observer.

accumulating arreit btw.

Stareit @ 1.02/1.03 now

world bond market seems coming back....US economy flat, not as encouraging as some expected, which means tapering may delay further....
after oct 25th budget, i expect malaysia bond also will come back...
if my expectation was correct, then reit may come back....valuation shouldn't be as high as before, but may see moderate recovery for those reporting improve earnings....
just my wild guess, pls judge your own.

So the conclusion is Reits makes comeback but with not so rich valuation like previously? Correct?

Just wild guess, I also scare of REITs now.
Ya, I mean, previous high valuation period, net yield was compressed to 4-4.5% for REITs with best assets quality. And now, they are 5-5.5%. I bet if those REITs that able to increase income by 5-8% ahead, got a chance to stay at valuation at 5-5.5% net yield, which gives room for some capital gain.

If can increased to 6% net yield & also increased income by 10%++ much more better

that would be jewel of REIT.
hektar has been above 6% net all the time, but investors worry on its assets quality (less popular malls at less popular location).
sunreit may see good earning jump in 1.5-2 yrs time after Putra Mall reopen.
igbreit and pavreit continues organic growth by re-arrangement of its rental space smartly. Garden Mall's visitors are obviously increasing in past 1+ year, rental increment is hopeful. Pavreit has low gearing, it's good for future acquisition on Pavilion extension.
Excellent Axreit management team, but I sold all between 3.30-3.75 since yield compressed below my like. Plan to re-enter at 3.10 but still can't get. It's lack of foreign holdings I guess, so not enough selling pressure.