Eco City is huge. If it turns out to be successful, I'm sure MV+Garden+Setia Mall also can all full no problem.
Now the key factor is actually how good our gomen able to attract foreign investors to come to KL and open offices to do business here for both locally and as a hub to emerging market exposure.

Agree.

With amoi some more...felix really...must be very lengzai

seriously midvalley is pack like sardin on weekend ..... and weekdays depend on office workers crowd...... i think this is the reason i bought her....

From my past observation

Best rebounding Reit stock ever are Axreit & CMMT

IGBreit is too heavy with market share, gonna need lotsa money to move that elephant

Weekdays? Lunchtime also hard to find parking

Weekdays after 6pm ok lah... I often go to the gym in MV.

this statement made me even more confident to add more units .....

do REITs always rebound after the price adjustment on the Ex-date?

I wonder if I should sell before the Ex-date, and just realise this profit from the hike before Ex-date.

Nope
Miracle may happen...

Bot some Arreit today n sold all Klcc

yes..espically the after payment date..ppl buy back the stock using dividend.

like Axreits.

This post has been edited by felixmask: Feb 13 2014, 07:07 PM

Just bot some Amfirst today

Sunway REIT invests nearly RM1b in Sunway Putra Place

Sunway REIT Management Sdn Bhd, which bought the Sunway Putra Place property in Kuala Lumpur during a public auction in 2011 for RM522mil, plans to inject RM460mil to enhance the assets.

Unveiling the accelerated refurbishment plan for the property - which includes a retail mall, hotel and office tower - on Friday, it said the move was to reap the full synergies and compatibility of the three-in-one mixed use asset upon its expected completion in the first half of 2015.

The refurbishment of Sunway Putra Place involves enhancing the architecture, comprehensive space reconfiguration and improving the infrastructure. This would create additional net lettable are of about 15% to 580,000 sq ft for Sunway Putra Mall.

Sunway Putra Hotel's refurbishment would involve modernising the lobby, ballroom, function and meeting rooms, restaurants and upgrading rooms and suites.

As for the Sunway Putra Tower, the common areas would be enhanced and this would involve improved facilities and security.

Sunway REIT Management Sdn Bhd CEO Datuk Jeffrey Ng described Sunway Putra Place as an "undiscovered gem for use to exhibit in turning around an underperforming and depressed asset".

YTL Corp keen on hotel development in Penang
http://www.thestar.com.my/Business/Busines...MENT-IN-PENANG/

Future hotels injection into YTL Hospitality REIT

Rhb recommend FV 1.43 for Hektar -v- closing price 1.51
Seems Hektar is over value now

This will cause lesser DPU in future ?
Investment of 1b, believe 50% will be on loan and the other half from profit ?
there goes our DPU.

what I heard, after the putra palace are open for business, it would contribute to the Reits revenue. How much in terms of DPU, I'm not sure

Any investment won't cause profit to drop off suddenly one.

Since reit generally doesn't have much cash in hand (due to at least 90% realised profit being channeled to distribution), so generally any new investment will be made through loan, or new unit issuance (depended on the reit manager).

So new investment may means more leverage/borrowing needed,
or more unit may need to issue to fund the new investment.

New unit issuance may dilute the realised EPS, but if the new investment can contribute more profit to the reit, it can nullify the dilution effect.

Reit is required to pay at least 90% of its profit as distribution to get the tax exempted status.
So reit cannot say draw half of profit to purchase new property, and only left half for distribution.

So as long as the realised profit (EPS) is not affected, then distribution won't be affected.