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 REIT V5, Real Estate Investment Trust

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gark
post Jan 8 2014, 06:03 PM

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QUOTE(lambethwalk @ Jan 8 2014, 06:03 PM)
give chance  rclxms.gif
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ok ok .. sure up 1.. thumbup.gif

This post has been edited by gark: Jan 8 2014, 06:06 PM
gark
post Jan 9 2014, 05:09 PM

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QUOTE(Pink Spider @ Jan 9 2014, 04:34 PM)
Calling gark

2.88...is available now ph34r.gif

Next target...IGBREIT at 1.08 drool.gif
Slowly wait hmm.gif
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Oh yeah missed it today.. tomorrow can start Q already. laugh.gif

IGB looks very strong leh.. doubt can reach 1.08.. maybe need to target 1.10 first. wink.gif
gark
post Jan 9 2014, 05:18 PM

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QUOTE(Pink Spider @ Jan 9 2014, 05:13 PM)
Yat Yat Fatt also hard...still want Yat Leng Fatt laugh.gif

I picked up today...now my paper loss drop to about 7%...just 1 year divvy...ok lar. Pls dun drop further...else I can name my portfolio as Pinky REITs and Others Fund already, cos overweight REITs sweat.gif

MidValley yield only 5.8%...I also dun wanna top up doh.gif
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what did you pick up? Axis? laugh.gif

IGB i think is fair lah at 5.5-6.5, around 6 is a good bet -> 1.10
gark
post Jan 9 2014, 05:21 PM

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QUOTE(Pink Spider @ Jan 9 2014, 05:19 PM)
The only analyst report I can get hold of...I think from Alliance. Forecast NET divvy of 7.1 sen. Hence at current price is about 5.8%
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You want higher have to go to SGX loh.... tongue.gif
gark
post Jan 9 2014, 05:24 PM

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QUOTE(river.sand @ Jan 9 2014, 05:21 PM)
Be firm with the target buying price!
Once set, don't change - unless the fundamentals have changed.

But that's easier said than done  brows.gif
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For reit hor.. have to move lower and lower to get more yield. no point chase up. tongue.gif
gark
post Jan 9 2014, 05:25 PM

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QUOTE(aeiou228 @ Jan 9 2014, 05:24 PM)
What is the after tax DPU at 2.88 ?
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Around 6% net
gark
post Jan 9 2014, 05:27 PM

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QUOTE(Pink Spider @ Jan 9 2014, 05:26 PM)
But I got 6.5% hmm.gif

Again, Alliance forecast net divvy of 19 sen
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I forecast lower. tongue.gif Excluding the special 1 time cap gain DPU...
gark
post Jan 9 2014, 05:32 PM

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I think the yield is sufficiently high for people to borrow to invest, hence the downside is quite low. This is the same case which happen in 2010. That time i was contemplating on borrow to invest in yield but in the end forgo it, due to the risk. tongue.gif Some of my friends did it and cash out handsomely....

Now borrowing cost is BLR-2.4% = 4.2%

REIT's average NET yield = 6.2%

Net margin = 2%

Of course leveraging up pose significant risk, but it depends if anyone want to do it. whistling.gif
gark
post Jan 9 2014, 05:33 PM

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QUOTE(cherroy @ Jan 9 2014, 05:29 PM)
Realised EPS is always the ultimate figure for all, disregards ordinary equities or reit.
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Recurring EPS should be use, REIT's EPS got lots of 1 time revaluation gains... laugh.gif
gark
post Jan 9 2014, 05:55 PM

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QUOTE(Pink Spider @ Jan 9 2014, 05:47 PM)
BLR-2.4% is share margin financing?
Dumped some of Ping Pong mar...remember? tongue.gif
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For BLR-2.4 you need to use property/FD as collateral.

But leveraging amplifies the risk (and income) sweat.gif
gark
post Jan 9 2014, 07:15 PM

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QUOTE(500Kmission @ Jan 9 2014, 07:07 PM)
everyone just mention about CMMT, AXREIT and IGBREIT. Why dont want to choose PAVREIT which good at occupancy rate, high market capital and low gearing rate?
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too low yield... yawn.gif
gark
post Jan 9 2014, 09:50 PM

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QUOTE(holybo @ Jan 9 2014, 09:36 PM)
the nett margin won't be exactly 2% right? you have to serve the loan montly.
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In fact it will be more, the more loan principal you pay the lower the total interest. While the reit dividend is still stable throughout the loan period. The monthly loan you service is interest plus capital repayment. The net margin is on your interest part only. wink.gif
gark
post Jan 9 2014, 09:51 PM

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QUOTE(lambethwalk @ Jan 9 2014, 09:31 PM)
this horrible sunreit...

the day i sell, next 3 days consecutively up. somemore big gap ups.

purposely wan sad.gif
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Duckys curse... hmm.gif
gark
post Jan 9 2014, 09:54 PM

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QUOTE(500Kmission @ Jan 9 2014, 07:33 PM)
Compare to IGBREIT, it is higher.
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Well i prefer midvalley to pavillion. tongue.gif
gark
post Jan 9 2014, 10:08 PM

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QUOTE(TakoC @ Jan 9 2014, 09:56 PM)
I would go for PAVREIT. Maybe cause I spend more of my weekend there. Can claim back parking fee through their REIT  tongue.gif
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Well to each persons preference then.... i hardly go to pavillion...
gark
post Jan 9 2014, 10:11 PM

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QUOTE(topearn @ Jan 9 2014, 10:08 PM)
BLR - 2.4% =4.2% borrowing cost ? What sort of loan is that - housing loan ? If personal loan would be much much higher like 10% or more.
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Ya housing re mortgage loan. If you do overdraft it will be blr-2%...overdraft you can keep servicing the interest only, principal re payment optional...

This post has been edited by gark: Jan 9 2014, 10:17 PM
gark
post Jan 9 2014, 10:21 PM

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QUOTE(Pink Spider @ Jan 9 2014, 10:18 PM)
pls dun poison me further...nanti esok aku pergi cari banker aku icon_question.gif
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Leveraging up on reits increase your risk... but let you earn money with the bank punya money... laugh.gif
gark
post Jan 9 2014, 10:48 PM

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QUOTE(holybo @ Jan 9 2014, 10:32 PM)
but then bank expect OPR will rise, they starting to do FD promotion ady
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Ya that is one of the major risk.. but no different from odinary house buyers risk. You just have to manage and not overleverage yourself. tongue.gif

Otherwise you can get fixed rate mortgage loan around 4.85% fixed 30 years on reducing basis.

In the end you are leveraging on reit which itself is leveraged.... so double leveraging. LOL. laugh.gif
gark
post Jan 9 2014, 10:50 PM

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QUOTE(TakoC @ Jan 9 2014, 10:43 PM)
To clear that out, OPR has already increased gradually.
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OPR is still 3%, no change. Only MGS yield is up, currently around 4.2%..... BLR is based on OPR.
gark
post Jan 9 2014, 10:52 PM

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QUOTE(Pink Spider @ Jan 9 2014, 10:23 PM)
Eleh, unker ni suddenly so poetic pulak laugh.gif

OT a bit...

Overdraft vs Share margin vs Housing loan

which has the lowest effective interest expense? hmm.gif

My common sense tells me housing, cos it's charge against a "hard" asset unsure.gif
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Best rates as far as i know....

Mortgage is BLR-2.4%
Fixed rate mortgage ix 4.85%
Overdraft is BLR-2%
SMF is BLR-0%
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