NIce but what is going on at Building 10?

They are not actively looking for tenants for it?

Wah. Sifu so fast jump ship jor. Which reit you dump and swap or just added to your portfolio? 

Thanks for the sharing. Why Quill instead of others? 

take over by MRCB- potential inject their exisiting asset into REITS.

example NU sentral, and etc Office building KL sentral.

NAV is fair value right? that's the price it should be. Think of any mutual fund, if the NAV is 1.60 are you going to pay 1.95 for it? and why?

be patient white cat..PPl learning.

I plan to inject some extra funds for reits. Which reits is good buy now? Better than yield in ASB. Thanks.

Yes. i also spotted it. I think it is undervalued. But i don't have much info about their property. As I am back to Sabah after finish studying in KL. How the occupancy rate there? Who is its backbone tenants?

means the tenants are quite secure? They won't easily leave. One thing to consider, is the rental fees receive based on arm's length? As they are related parties..

For instance, I can see less footfall large malls(think MV) and the situation will deteriorate when new malls like IOI City redirect some shoppers from KL south.. The GST will also strongly hit retail spend..

So many new malls coming up in the next 4 years with regional malls in TRX, Bukit Jalil/OUG (paradigm/pavi), Cheras (Velo/Ikea), Putrajaya(IOI City), Shah Alam(I city), Damansara(Empire n Tropicana Gardens) are just among the many malls not including new city centre options.

It's about time to identify which offices/malls will be affected and which ones will remain strong

true about capita malls as Gurney Mall will remain solid.. not sure about how the Mines is doing..
I only analyze KL n Iskandar props including retail malls/office la..

I'm sticking with my negative outlook of old office blocks and neutral outlook for established malls. They will continue to perform well but I wouldn't expect any significant growth 

but but but.... i really dont like sg wang 

CMMT is a Blue Chip except the Sungai wang plaza asset, they just need to do AEI to make it upscale enough and not be lala paradise. THe MRT reason is a very lousy excuse. I dont know why people will believe this.

actually I need CMMT to diversify my REIT portfolio, holding too much IGBREIT also do no good.

Atrium price doesn't move much despite lease is not renewed in one of its properties, which puzzled me a bit.

I taught share price should react a bit with lower DPU expectation in the coming Q.