Well it is stated very clearly in the prospectus. The YTL reit also have the same thing for thier Australia hotels...

For full presentation of Sunreit 1QFY14 can read more here... basically manager is pessimistic of hotel contribution for 2014... even though it is Visit Malaysia year.

http://ir.chartnexus.com/sunwayreit/docs/p...tion%20Deck.pdf

Since this year is visit malaysia year, shud be seeing more occupancy rate then. Good for those counting by occupancy rates

My point of view

Tier 1 :
Consistently high occupancy >98% or with >5 year average contract
Low D/A ratio (<25%), Long term fixed rate loan, high percentage of fixed rate loan (>70%)
Strong asset portfolio to withstand major economic downturn
Able to consistently raise rental revenue
Good acquisition pipeline to boost revenue

Tier 2 :
Moderately high occupancy >85% or with 1-3 year average contract
Moderate D/A ratio (<30%), Moderate fixed rate loan, medium percentage in fixed rate loan (>50%)
Moderate asset portfolio to withstand minor economic downturn
Able to raise rental revenue albeit not consistently
Have possible acquisition to boost revenue

Tier 3 :
Low to moderate occupancy >75% or with low contract (<1 year) and with high tenant turnover
High D/A ratio (<50%). Have some fixed rate loan but <30%
poor asset portfolio to withstand economic downturn
Not able to raise rental due to over capacity
No plans for further acquisition to boost revenue, stagnant revenue for the last 5 years

i wiped out all my reits, left only ytl now 

...the malls coming onstream this year include The Strand, D’Pulze, Nu Sentral (formerly known as Lot G, KL Sentral), Main Place (formerly Taipan Square/Newgate 21), Jaya Shopping Centre, Quill City Mall (formerly Vision City), Sunway Pyramid Phase 3, M Square, The Atria, Sunway Velocity Lifestyle Mall, Sunway Putra Mall (formerly known as The Mall) and CapSquare Mall (refurbishment). IOI City Mall is expected to come in next year.

More mall was built to meet KV population ;

Most important the mall still hv crowed of ppl to patronize the mall. Minimum come for grocery shopping , food or entertainment.

Whether there is mall bubble or not, it doesn't affect those so called "prime" mall.

Those outskirt and secondary type of mall, may suffer due to over-capacity of mall, but not on those prime one.

Oh yeah missed it today.. tomorrow can start Q already. 

IGB looks very strong leh.. doubt can reach 1.08.. maybe need to target 1.10 first. 

But EPS is not  7.1 cents.

I always use EPS to guide the long term sustainable yield.

Recurring EPS should be use, REIT's EPS got lots of 1 time revaluation gains... 

Is Soros still single?

Hi all,

Sorry.. am new in REIT.. Just wanna know what's iit all about and how to invest in it and how to know  which one to buy? What are the factors affecting it.

MidValley 5.8%...accumulate? I scared it will run away

BEER consumpution will increase and Underground FootBall Bet..

Why not see at the qtr report after CNY,  sure see sign of consumption better than prev qtr due to retail stocking beer for CNY.. Start at 12 June FIFA world CUP.

Teh C at kopitiam raised 10 sen...RM1.50 now

Time to buy AXREIT? I promised I would and I will. But I'll wait on Monday first to see if index drops below 1800.

Just because I'm happy to buy something at a certain price doesn't mean that I won't be even happier to buy it at a lower price than that, right?

Anyway, the reasoning is that if the index breaks 1800, it could go tumbling down a ways after that, signalling a downtrend or correction. I would expect most counters to drop at least slightly if such an event occurs, no?

I disagree with this sentiment. It implies that when the money is not invested, it is not earning a return. It is not a binary proposition, either keep cash or invest in stock A. Instead, there is a spectrum of possibilities. I may be interested in stock A and keeping an eye on it, but at the same time my cash could be in fixed deposits, or a bond fund, or stock B etc.