QUOTE(yok70 @ Oct 18 2013, 11:05 PM)
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.
Good review 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.
I may give a look at it when got time
Oct 18 2013, 11:12 PM

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