careful...

Watching Quill Capita too...

Its portfolio mainly single-tenanted purpose-built offices for data centres for MNCs (DHL, BMW, HSBC). With weak Ringgit, no reason for them to shift out of Bolehland. Furthermore, shifting data centres costs $$$$$$$$

Resilient income.

PAVREit just crashed 7.48%...!!

yea...what happened to PAVREIT

MIDF Amanah Investment Bank Bhd has lowered its target price (TP) for Axis Real Estate Investment Trust (Axis REIT) to RM3.50 from RM3.55, after the trust posted lower-than-expected results for its fourth quarter ended Dec 31, 2014.

In an announcement yesterday, Axis REIT reported core net income (CNI) of RM80.1 million, on lower-than-expected occupancy rates for some of its investment properties.

reaching almost 2year high

wow...u are like...cashing out everywhere

one more sen to your target.
1.64 last done

uoa keep flying, regret no in earlier.

Sold Cmmt, Pavreit, Qcapita n Uoareit to Lock-in profits

If u invest in REITs with yield in mind...

forget about the market price

as long as the dividends received compared against your original buy in price is attractive (dividend yield on COST), keep lor

I think US affect Bolehland more than Euro lo

Better be cautious...I sold my profits, now left cost

UOAREIT makes a U-turn! There goes my buy back cheaper strategy!

So, what REIT can buy now?
I have a bit cash

Nope never went there.. but you can see that CMMT have increased rental by 20-30% after take over...

Whatever they did, must be a good job. 

Mines also have increased rental rates, except for SG wang which has reducing rental... 

But somehow I have confidence in the manager, capital malls Asia, which is managing like 50+ malls around the world. 

CMMT take over tropicana mall.. looks ok to me, purchase price is 7.2% yield.. based on current rental of RM 6.7 psf. 1Utama and Pyramid is renting at >RM 10 psf.

Potential to increase income after 2 years when the current rentals expired.