Axreit went up too much from yee fat fat.. so yield no longer exciting. 

we wait to come down again... 

Qcapital is getting interesting, net yield approaching 7%.

I no study yet about the new proposal of MRCB injection of Sentral properties, anyone has some insight about the property?

There is possibility, but from the proposal, part of acquisition cost is funded by new unit issuance at RM1.32 already.

So the rest, may come from
1. Borrowing, which increase the gearing ratio
2. Private placement
3. RI from shareholders.

This year or until next year should be sales carnival for reit.

Qcap at net yield 7% is quite interesting already, back to old day 8%? 
8~9% consistently for reit investors should be good enough, at least have real positive interest rate, aka invest in reit can offset the inflation rate. This is suppose why we want to invest in reit.

Scared u all, when the TIME actually comes no guts to hantam... but wait further and further weakness which never come... then suddenly recover

Or get caught with falling knifes and bouncing cats or panic sells... 

Not so easy as everyone says it is... 

or otherwise if it is so bad, you be more worried on your job rather than share market. 

via 55m ~ 80m new units placement, and debt funding. Post acquisition Gearing = 45%. 
http://announcements.bursamalaysia.com/EDM...ase%20(QCT).pdf

Btw, NLA of 476K sf for RM750m, i.e. average RM1,575 psf 
Isn't the price a bit too high?

Why not AmanahrayaREIT? Why not AmFirst REIT? Why not YTL REIT?

also sold a bit and moved to UOAREIT

You can't straight away take the figure to conclude.

The are part of cashflow (that enable the DPS amount being given) is coming from depreciation.

You can see from the Q result March 14, EPS is lower than the DPS.
EPS 1.19
DPS 2.08

Actually, the earning number or realised EPS is not that good.
If the DPS is solely come from EPS, market price for YTLreit won't be below RM1.00 with >8% already.

For growth look at IGBREIT and CMMT, but yield not exciting, net 5%+ only.

High yield? UOA and ATRIUM, 6-7%

YTL is hospital oops I mean hotel REIT, I not comfortable with the intrinsic volatile occupancy.

Arreit enter Lease Agrt with Help University for d vacant Wisma Amanah Raya Bhd
Xpect re-rating tomorrow?

Lucky I chose Quill over Atrium

I dumped Homeriz and Scientex to take profit during the mini crash recently, move the $$$ to Quill

Yeah, those 2 stocks have recovered, but profit in hand and peace of mind, why not?

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

example NU sentral, and etc Office building KL sentral.

^ felixmask answered already

Yield also decent, net yield (after 10% withholding tax) is 6%+

I'm no longer unitholder, my words carry no weight

Keeping in cash currently, but will deploy very soon.

I'm having Al-Aqar Healthcare REIT, IGBREIT, Quill Capita and UOAREIT currently.

Arreit no dividend for next 2 quarters?

Yesterday i saww Tan Teng Boon at MidValley

Walao...QCapital Q selling at 1.33 also all matched just now.

i think,i will also cash out from reits..

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