Dear all,

Newbie reporting in.

My logic of buying TWR reit last time is

(1) the price is selling below it's NAV.
(2) It is backed by Hong Leong Group.
(3) Offices are located in prime area. ie Menara ING, Menara GE, Menara HLA.

My concern now is

1. They keep on changing CEO. Something might be going on in the management (negatively).

2. I don't understand the logic of selling of a strategically located property. Yes, they may want to reduce their debt holding. However, wouldn't it be more beneficial to not sell the property in the long run?

Would like to hear comments from fellow sifus.