i also like to go..NSK eat seafood steamboat...

but no kaki...
IOI City mall open tomorw. You shld go there to spot check potential become next KrissAsset.

I maybe drop by this sunday.

The new magnum cafe in midvalley definitely a crowd puller.

Can see long queue even at just 10.30am .

In my understand,
Hepatitis B spread though sexual contact mainly, not oyster or clam.

It is Hepatitis A that spread through raw foods, different with H B.

Sorry for OT.

good ness...  can we back track to REITs conversation here?

i share mine opinion...

reits is yield..so u know mine answer...go for higher yield.

UOA still having higher occupancy unless we listen copany are closing shop or retrenchment. then u will start to trim down..as most company will downsize the company.
Didnt meanz have to hold it when u see a better price entering of IGBreits.

Now i dont tink to add more IGBreits..even i cash pile rm15k for this reits.

Mine valuation shld get lower or atleast the yield archeive me 6% and above.

all this growth....juz a number to tell which year is better.

not all the time..I made a mistake dump..mine UT for IGBreits..

so...when current can give higher juz hold on.

If i look the number as u..

i wont dumb what mine current portfolio but instate i use mine new war chest(extra money) to buy those reits to keep.

when i dumb mine digi...i felt sorry..shld put there instate...rather read who growth better. except really suck performance like PetDag.

I buy PetDag without selling of mine other stock juz to buy..but conincident i manage to save rm4k somewhere..then i buy it.

I have been holding QCAP for almost 2 yrs, got sell and buy back in between. Overall I'm happy with their performance. This is the only reit that I hv been holding for so long. Now when I look back I regret to let go my axreit  .

Aiseh, just brought last week. You want to sell at 1.4? 

wad is rental reversion?
price not dependant on yield?by  yield u mean rental yield?

ooh..noted thanks

so rental hike increase is good for a particular REIT?

lol..so when investing in REITs a buyer shud choose a REIT from a company with more retail property in hand lor.correct ah?

pink boss,

how many type of reits in ur portfolio now? 

there also hv strong major tenant and small tenant.

Someting like Petronas vs small office. (few pc or window server)

Big corporate tenant not easy to move entire staff vs small offce can shift the location from 1 place 2 another.

Must understand Big company has also Data documentation storage , network complex due to many system intergration , DATA center and dealing external party like IBM and S/W vendor which cant move in overnite.
FYI to move a Petronas Data Center require minmum 6month of planning & excution for a new place.
Same like Banking. Not moving a few pc but their Mainframe system & SAN(weight more than 1ton); not a easy jobs require man power and crane, folklift lift fragile machine. Lost data and machine is valuable to a company asset.
(The company transaction history; iventory, debtor and creditor are store in the system)
Their System is Million dollar cant easy to buy a new one and restore or backup.

Quill also big corporate tenant

...i havent sneak inside their building see what inside their building.
let me know u got Special pass to enter the building.

i know Quill CiBehJay  tenant got hitech machine inside their building...mine preference still a Data center not juz a office place.

i do  agree office rental reversion really lack.but most important is 100% commmited tenant. U wait the crisis when ppl dump you collect Quill. pray hard Quill Tenant not impacted or swift their operataion from BolehLand

rich man spotted invested reits in 6 figure ...dividend 4 figure.

u mean that if buy office REIT,u prefer those that got major tenants renting?but how to tell?if juz read their Annual Report,wont tell u how big or small a company is right?
can you elaborate on this..in more layman terms plz

office oversupply at KLCC surround 5-10km radius.

i work there ; sometime walking around able to know which office block are empty and seeing new block are building the area.

GST Office definetly will increase the rental ; mostly office has income annual more than 500k annually.

those which has  rental contract for 3 year  havent expire may not immpact but those going to expire sure will get 6% GST pass to them.

Supply is more than demand; company have choice scouting for lower rental office.

Cutting cost and suppy more in market may trigger those Small Office to shift for a better cost saving.

Atrium not im mine everyday walking coverage sight seeing. Cant comment on this reits.
Also i didnt study read their AR report.

Sometime dont need to study their AR or IB research..but walking around the reits property,