Ok, Axis topped up at 2.98. Paper loss reduced from 10%++ to 7%+. Close eyes now

Put in freezer macam felixmask

except..those still in paper loss. Monitor and keep buying..to break even

IMHO ... REITs should only form 20-25% of your port folio, 20-25% stagnant dividend stocks and other is growth/dividend growth stocks. 

otherwise with a pure REIT portfolio you are not diversified enough and take unnecessary risk..

That is my opinion only... different people have different needs.

But the old saying is always true.. never put all your eggs in 1 basket.. 

but u tell to normal investors who dun do much ANALysis, I bet they'd THINK that its a boring stock

Current yield about 3.3% I think, but at CAGR of 10%, and assuming constant payout ratio, next year u getting 3.63%, and next next year 4%

Some stocks u can never get the DY that u want, it's either now or never or wait for a major stock market kaboom

Axis REIT could offer 8.0% yield for FY14 upon the completion of the disposal of Axis Plaza in 2014

The extra 2 cents payout is one off from the capital gain.
Cannot take in as consideration for sustainable yield.

Even they found good yielding asset afterwards, DPU won't instantly rise 2 cents.
Some improvement on DPU is possible with newer good yield property, but not as drastic as 2 cents increment.

It took years and few round of increase in paid up capital (through private placement), that enable in numbers of newer acquisition, only then we saw DPU increase from 13~14 cents to now around 18 cents.

Private placement always come when the manager has found and struck deal for new acquisition.

As without newer property injection to the reit income, private placement of new share could dilute existing shareholders DPU, whereby shareholders generally may not happy to see it.

Generally (happened in the past), the newer acquisition is funded through borrowing first, only then undergo private placement to pare down the borrowing.

As you cannot said to the property seller, wait for me to do private placement only then got money to pay you, right?

Axreit is one of few manager who is quite active in expanding and diversify its property portfolio from the record.

Having said that, it is a tough situation to find good yielding property nowadays due to escalating property price across.

Why not wait for 7% yield? 2.71...bukannya jauh sangat

Axis closing lower and lower...though it can be seen that strong support at 2.89...most deals are transacted at that price

I have been pulling back my itchy right hand whole day.

I found the goreng sequence as following: S-REIT->cmmt->sunreit->the rest
no matter up or down also like this. 

AXREIT 2.80 

*take out 1K from Trust account to spend tonight at KTV rather than wait to collect stock*