aiyoyo

Monday another rally in REITs?

TTB hint he will buy reits.

when big sharks SAY will buy

what u do?

BUY more

LOL, the statement is really "deep" to understand.

"Malaysia property sector could be in bubble territory", and when property sector in bubble, still investing in reit?

[quote=cherroy,Jan 24 2015, 01:37 PM]

[/quote]

LOL, the statement is really "deep" to understand.

"Malaysia property sector could be in bubble territory", and when property sector in bubble, still investing in reit?

[/quote]


reits for the yield. even property bubble..the reits business as usal.

maybe he meant RESIDENTIAL property bubble

REITs with exposure to offices, industrial and retail with locked-in tenancies still safe, maybe

This post has been edited by Pink Spider: Jan 24 2015, 01:42 PM

When property bubble burst, so does reit.

Rental, valuation all go down together with the bubble burst one.

conclusion cheap reits....buy more loh

They are highly correlated together one.
You cannot possible have residential valuation plunge down while industrial price going up.

Yes, sill safe with locked in tenancy, but market is always future looking one, if future looks bleak, market will send the share price down one.
Just like O&G stocks, many still have billion of contract signed, which near term to next financial year, we may not see drastic drop in their revenue, but their share price plunge 30~50% according to oil market price.

tabuli ini machiam

residential property bubble bust
prices go down
rental go down

u renting office at Menara UOA
u go tell UOA Management - "oi, now property bust, I go rent that apartment units at Mont Kiara and set up my office liao, your office rent too expensive!"

can???

This post has been edited by Pink Spider: Jan 24 2015, 01:53 PM

like Oil Price down....ask the taxi or Bus Driver to lower thier transportation fee.....too bad we didnt such ting happen..


only see price go up and never go down.

This post has been edited by felixmask: Jan 24 2015, 01:57 PM

not a good analogy!

better put it this way...

bus sekolah fees getting more expensive...
but lorry transporter fees remain same...

u ask Muthusamy the transporter to punggah your kids to school in a 10 ton lorry?

One or few residential pricing drop is not a property bubble burst.

Bubble burst - property valuation across nation plunge significantly.

When it happens, it means something serious wrong on the economy.
Bank loan default rate goes up, economy slowdown, eventually will hit business, office, industrial across.

We have several property bubble history that we can look as example/lesson, Japan, HK, US.

u a good joker and good accounting analysis

Because lower or not lower, you still need to use, why lower then?

Only until nobody ride/rent time, only then price can lower.

this only happen to Short term leasing especially residential...tenant can opt not rent by giving 1 month notices.

commercial also can happen to those location not so strategic and pulling customer.

...but Premium MALL reits. already hv 3year tenancy and somemore have list of waiting tenant list to rent the from small lot.


I not hoping to see major anchor tenant(Aeon,Tesco or Parkson close shop)..then BIG discount we may seeing.

I do agree MReits will have shock if the bubble burst..adjustment definelty will price during the period.

The most important of Reits business is continue get quality tenant.

This post has been edited by felixmask: Jan 26 2015, 09:15 AM

UOAREIT going to have yields like mall reits soon...

Office REITs have rallied

Next...mall REITs? IGBREIT did not move much (yet)

UOAREIT breaks 1.7, I never thought this was possible. How can this price be possibly justified? AMFIRST is an example of an office reit that hasn't rallied.