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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSPink Spider
post Aug 15 2014, 01:33 PM

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QUOTE(holybo @ Aug 15 2014, 01:31 PM)
I'm thinking chances of logistics firms to shift is quite low, but finding new tenants is also very hard. For office, you need to know where is the industry normally located at. For e.g. O&G firms will located around KLCC as the communication channel is easy. I have not done any research in office & industrial reits btw  tongue.gif
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so, what REITs have u researched? share la...sharing is caring biggrin.gif
SUSPink Spider
post Aug 15 2014, 01:47 PM

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QUOTE(holybo @ Aug 15 2014, 01:43 PM)
not technical research by the way, just some common sense. maybe everyone ady know what i want to share here.
I quite satisfied with igbreit actually (15% nett profit growth). The growth that i believe is the bridge connect from abdullah hukum will bring more traffic into the mall. Imagine now midvalley so jam, people still going into the mall like never taste the jam before. How about there is a bridge to smoothen (hopefully) the traffic? The other 1 is southkey megamall where i believe they will inject into igbreit (anyway, still need to wait...............) because they want to release the property value that could earn few times of their cost, instant cash.
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aiyoyo, I just sold a bit of IGBREIT to diversify into CMMT and UOAREIT, now u ask me buy in again? sad.gif
SUSPink Spider
post Aug 15 2014, 01:52 PM

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QUOTE(holybo @ Aug 15 2014, 01:50 PM)
cmmt quite good in their management also ma.. uoareit have good office space also ma..  tongue.gif
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Aiyoyo, takkanlah nak beli semua...nanti u say Atrium also good...Quill also good...Axis also good tongue.gif
SUSPink Spider
post Aug 15 2014, 01:58 PM

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QUOTE(holybo @ Aug 15 2014, 01:54 PM)
at least i dont tell u ytlreit is good  biggrin.gif  for me, a reit that is able to grow is much better than stagnant 1
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REITs that I NEVER see:
- YTL
- Amanahraya
- AmFirst
- Hektar (due to high gearing)
- Al-Aqar
- Tower

The rest all I also got a bit itch to buy...be Bolehland version Pahlawan Dividen biggrin.gif

SUSPink Spider
post Aug 15 2014, 02:03 PM

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QUOTE(felixmask @ Aug 15 2014, 02:00 PM)
PAVREIT AND SUNREIT....not dicuss. icon_question.gif
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Sunway got exposure to hotel...I not comfortable with that

PAV...net yield <5% doh.gif
SUSPink Spider
post Aug 15 2014, 02:07 PM

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QUOTE(jasonkwk @ Aug 15 2014, 02:06 PM)
so I disagree with one REIT above.
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Atrium?
SUSPink Spider
post Aug 15 2014, 02:15 PM

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Thanks cherroy for the heads up notworthy.gif

So, Quill hmm.gif
Mostly multinationals and call centres/shared services centre to me
SUSPink Spider
post Aug 15 2014, 02:30 PM

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QUOTE(felixmask @ Aug 15 2014, 02:28 PM)
DONT BUY...I SENSE..u asking to us decide for U
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nonono

I was asking him whether Atrium is the one that he disagreed with me

cherroy puts it well, I just removed Atrium from my watchlist blush.gif
SUSPink Spider
post Aug 15 2014, 02:40 PM

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QUOTE(holybo @ Aug 15 2014, 02:35 PM)
What is the reit you advise to go for? I'm holding sunreit and igbreit only. Hard to find value nowadays, just accumulate cash only  yawn.gif
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I like CMMT. Quite strong rental reversion, second only to IGBREIT I think
SUSPink Spider
post Aug 18 2014, 09:54 AM

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Who is dumping CMMT? blink.gif
SUSPink Spider
post Aug 18 2014, 10:17 AM

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QUOTE(wankongyew @ Aug 18 2014, 10:08 AM)
I'm currently not holding CMMT and so haven't been paying attention to it. But your post prompted me to look at it and I saw that it seems to be on a downtrend since July. So, yeah, what's up with it?

(Actually looking back at my old records, I last sold it at 1.905. Looks like the price really cratered since then.)
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Current net yield about 5.6%

Retail has better potential for rental reversion. Though recent rental reversion upsides were capped by increase in expenses. But then again, which REITs are spared from higher expenses?

This post has been edited by Pink Spider: Aug 18 2014, 10:24 AM
SUSPink Spider
post Aug 18 2014, 10:32 AM

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QUOTE(wankongyew @ Aug 18 2014, 10:31 AM)
I queued for CMMT too. Holding too much cash at the moment anyway.
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1.41?
SUSPink Spider
post Aug 19 2014, 12:39 PM

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QUOTE(nightzstar @ Aug 19 2014, 12:20 PM)
planning to sell arreit vmad.gif
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Now only want sell? FD substitute la tongue.gif
SUSPink Spider
post Aug 19 2014, 01:02 PM

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QUOTE(nightzstar @ Aug 19 2014, 12:46 PM)
cry.gif i overspent this month, too much cheonging liao owai... i insap..cilaka la, why i am so dumb?  doh.gif
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u cheong? hmm.gif
SUSPink Spider
post Aug 25 2014, 02:06 PM

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QUOTE(jasonkwk @ Aug 25 2014, 12:40 PM)
I could not understand why the investor undervalue UOAREIT so much it is trading at 26% discount relative to NAV. Any insider know why?
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U invest in REITs for its dividend yield.

U don't invest in a REIT that trade/flip properties, hence u don't expect the REIT to dispose off its undervalued properties for fast capital gain unless that property has very low tenancy.

Investors perceive office REITs has having higher risk due to the glut in KL office space.

But to be frank I see UOAREIT as having potential due to its rather strategic/premium locations.
SUSPink Spider
post Sep 5 2014, 09:26 PM

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QUOTE(AVFAN @ Sep 5 2014, 06:05 PM)
like i said, it's been 1.38-1.39 for last 18 months. where were u?!
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tongue.gif
SUSPink Spider
post Sep 5 2014, 10:21 PM

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QUOTE(felixmask @ Sep 5 2014, 10:08 PM)
hi pinky,

you huat holding uoa reit
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Not really huat la...but best performer among my REITs, beats CMMT and IGBREIT
SUSPink Spider
post Sep 17 2014, 09:21 AM

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QUOTE(sonicbull @ Sep 16 2014, 10:08 PM)
I'm looking at REITs for my portfolio. YTLREIT, AMANAHRAYA & AMFIRST, are these recommended in your opinion?
Thanks.
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If u ask me I'd say no to all three.

See UOA, IGB, CMMT, Quill instead.
SUSPink Spider
post Sep 17 2014, 09:48 AM

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QUOTE(felixmask @ Sep 17 2014, 09:46 AM)
didnt include SUNWAY - Sunway Putra Mall. tongue.gif
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dun really like it cos Sunway Hotel...I'm not fond of hotel REITs tongue.gif
SUSPink Spider
post Sep 17 2014, 10:13 AM

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QUOTE(numbertwo @ Sep 17 2014, 10:09 AM)
Sun RE is one of the better REIT which can give a good capital gain based on trend trading..I quite like them actually.
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Well, REITs are not meant to be traded...growing dividends and steady price is preferable.

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