Ada meh... 

Do consider diversifying to some growth stocks, all dividend portfolio is risky.. 

In investment there is always a cycle from/to dividend stock (including reit) and growth stocks.

Well at least you got some exposure to growth stocks... otherwise... 

Those who hoo haa a 100% reit portfolio all jumping in joy in 2012/2013 .. now all silent jor... see what i mean? 

when ppl silent, i silently collect.. i hope more bear come in, with more than 50% cash currently

if your 70% can generate alot of income and can tahan market cycle then it is good, im still new in investment, fresh grad, not much $ flow from both my investment and salary 

yea like what unker gark said, heart must steady

Average rental rates RM/psf of major listed malls..

Gurney Plaza @ RM 137.03
Sungei Wang Plaza @ RM 161.02
The Mines @ RM 100.02
East Coast Mall @ RM 89.95
Sunway Pyramid @ RM 139.58
Pavilion @ RM 255.40 
Mid Valley Megamall & The Gardens @ RM 167.68
Hmm if you want to set up business, which mall you rather rent... 

Source

Gurney is considered the most "prime" mall in Penang, second may be Queensbay mall.

Penang retail market is significantly smaller and "weaker" than KL.
Household income is less than KL
Number of people way less than KL
Purchasing power is less than KL
Luxury shops mostly find hard to survive, may be only a number doing well, as Penang people may more kiamsiap conservative in spending than KL. 
Very often you see those can buy a few million worth of terrace house, still most of the time patrol hawker foods/center.

Gurney even when the most crowded time, also cannot match ordinary day in Midvalley or most KL malls.
Purchasing power has a big difference.

Dun hope it will drop everyday
Just set a TP n buy

To all the REIT holders who are disappointed...

when divvy payment wanna out?

Dis stock can trade subject to monitoring
Those who managed to sell yesterday can buy back today n make handsome profits

I got my dividend aftr 6pm....   and still 

I still waiting go down 1.13 or 1.10  to queue using my Big Elaphant gun..Bonus..

sold all my axreit. waiting to pick back at lower. 50+sen gain+dividend in 2 months, not a bad trade. 

1. buy an iPad for your Vietmoi

Seems like some analysts/IB changing tone that OPR may not be raised for this year. 

Return is usually calculated on annual basis.

Formula by Pink Spider

total paper profit/(loss) for the year + total dividends received during the year x 100%
________________________________________________________________
portfolio VALUE at start of year + (total cash invested/(withdrawn) during the year)/2

With the plunge in REIT prices over the last 6 months, are you guys buying more to lower your average cost (and increase your yeilds) or just staying away.

Do you feel the market will move back to REITs and there is a strong possibility for long term capital gain?

Also the NAVs of most of the malaysian REITs are higher than the market value. If they liquidate, you still make a profit. Isn't this like a no-brainer.