I don't think so...below 1.20 only cheap

US treasurys kaboom lor

Yes buying oppurtunity exist for those who have patience. The article is a general article for all reits, but not all reits is the same. My crteria for choosing reits as follows....

1. I think >6% is a fair value, higher yield than that shows undervalue.
2. Choose reit which has good name brand, in which even in high capacity will not be impacted. Location, location is the mantra for all property investment and also reits.
3. Take reit with low debt to asset, so they can grow even in tough times. Highly leveraged reit have no more oppurtunity to grow unless dilution via private placement.

There is no right way to count.. for REIt is based on MGS, MGS yield go up, fair value yield for REITs go up as well.

Well it depends on how much do you think the MGS can rise in the future, historically over the last 20 years average is 4.5=5.0%, now is  3.98%. I see 5% is the max in the future, means Class 1 Retail REIT yield need to be 100-150 bps above mgs, so that works out the be 6%-6.5%. Lower class REIT will tend to require higher 200-300 bps above MGS.

No.. different class of REIT have different growth & risk. More stable, higher growth and lower risk REIT will have the lowest yield and vice versa....

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. 

Why?

Anyway I dumped another portion of AmDynamite today. Officially down to Equities 60/40 Bonds for my unit trust portfolio. Moving the cash to my stock trading account, ready to pounce on correction.

A lot of people already rely on dividend income and no need to work liao as the dividend > expenses...

Here is an motivational example..a very kiamsiap investor in late 30's, work as pencil pusher accountant...

http://singaporeanstocksinvestor.blogspot....s-and-more.html

9M 2013 he already received a total $92,872.65 in dividends... full year easily 120k...

He sets target every year for passive income to achieve...

IF he can do it, with good discipline.. why not you?

Learn to aim higher...

P/S he is not a lazy passive income investor.. he trades (buy sell) regularly, and the profits from the trades he will put into his passive income generating to generate even more revenue for trading. A very good approach I am copying...

Best way to learn is to plunge headfirst.. learning how to swim before jumping in might be too late already...

can straight forward.....Im not classical ppl can understand your meaning....

By the way...you know swiming ? learn how to over come fear in water and float in the water is the beginner of swiming.

How come your swim teacher ask u plunge head frist...You learning platform diving.   

Forgive me..im also lousy swimer...planning to go POM POM island for vacation.

I learn this the hard way & my biggest mistake.. been waiting for correction since 2009... now I know better, value is everywhere... depending on how hard you look..never anticipate what might or might not happen.

  what to believe....BNM and Fed noting do but use MEDIA to manipulate investor.

^
Bolehland versyun Dividend Warrior lai liao

but your strategy is the same...all REITs portfolio

No, you still get your dividend, either more or less.
Except reits cant made profit to distribute 90%

Must read their Annual report- will state how % from their EPU annualy will given back to shareholder.
Under Dividend Policy.