Lets start our reits discussion in version 6

This post has been edited by darkknight81: Feb 3 2014, 03:46 PM

Tipsi don have as i believe reits are quite straight forward.

My have invested in tower reits. If you ask me what is the next
reit i will buy. Most probably AM FIRST REIT.

My sharing on my Reits investment. Please share your view

https://tradingstock4aliving.wordpress.com/

Thanks for sharing.

Thanks for sharing brother.

Yes. Agree. I believe AM FIRST REITS occupancy rate are much kower.

Yes. But we don know what is tower reit current occupancy rate.
but i am not worry much as tower reit has low gearing.

Annual report. I remember pavreit occupancy rate is almost 100%

This post has been edited by darkknight81: Feb 4 2014, 06:23 PM

It will be even better as tower reit net asset per unit is RM 1.83.

http://www.leinvest.com/ch/2014-nissan-ask...ml#.UwS8F_UZ7Fp

Good thoughts for reits investment.

This post has been edited by darkknight81: Feb 19 2014, 10:24 PM

I think interest rate hike is unavoidable.

Besides us bond yield went up recently which will lead to malaysia bond yield rise eventually. Ppl look for safe haven....

in order for reits to increase its yield the only way is price correction.
besides risk of tenancy renewal....especially office reits...
i am holding tower reits as well...

Very true...who want their net worth to shrink ....

For me i will hold and wait for further correction to top up. Certainly not now.

I just entered 30 lots of tower reits at RM 1.50..

after ex div of 5.1 cents... the price should be around RM 1.45. At current RM 1.44 price wouldn't trigger my next buy in yet.

No more tower reit for me. Targeting another reit

Yes agree with you interest not possible to go more than 0.5%. Actually our government are in some kind of dilemma right now.
the consequences of rate hike will affect our export, our national car sales as japan keep on depress their currency, palm oil export etc..

This post has been edited by darkknight81: Feb 22 2014, 10:45 AM

Excellent!!! We should avoid tax... but how? Reits div will be taxed + GST....

Bought AMFIRST REIT AT 0.925 this afternoon.

Making loss to me :

1. no dividend liaw of course

In between all reits are geared up to pay dividend. Most of the rental income will be used to pay dividend instead of service the loan. Or u can say paying the interest only.

if tenants left how are they suppose to collect the rental and pay interest and dividend ? Worst come to the worst if bank don allow them to renew their loan then.....they have to sell their properties to pay their debt....

That's why office reits have higher risk compare with retail risk like what uncle gark has mentioned.

That's why even though i like reit's dividend but my portfolio only consist of 10% reits. Who don like high dividend in the first place..

By the way i am holding office reit as well but not arreit, uoa reit.






This post has been edited by darkknight81: Mar 2 2014, 06:40 AM