Yield still ok with around 7%, higher than most yield, while property portfolio and leasee (mostly MNC) is also quite good.

But I do not familiar with how well the Sentral retail space attraction there.

im doubt will do so..mostly EPF can manage their own asset.

A lot of points.

1. If the reit giving 8 cents pa, and every year "gap down" 8 cents,
while if the reit price is 1.20, after 10 years, it become 40 cents, super duper cheap to buy. 

2. If give you extra cash in hand which you can go to shopping, or buy the share again, remember it becomes 40 cents after 10 years, very cheap with 20% yield, if continue to "gap down".

3. Lower price, low brokerage commission, you save some money in term of transaction. 

4. Price look cheaper after gap down, can attract more investors, hence potential more liquidity.

5. Provide "gap down" feeling to someone. 
I am nice person, give benefit of doubt.

Now I only realised, every Q or semi-Q, every reit gap down... 

revenue growth and STABILITY is important too

u don't wanna get dividend but see the share price plunging 10-20% and never recovering
imagine u bought ARREIT or AMFIRST at their peak...see how much it has dropped since then? DY also cannot help u

if u solely hunt for DY, u should show hand YTLREIT

YTL Reit latest quarter EPS only 0.58sen. Doubt sustainability of high dividend because EPS consistently more than DPS.

Why not wait further? I'm not too confident with Amanahraya's management

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.     

Yesterday i saww Tan Teng Boon at MidValley

Article from The Edge

Arreit and uoareit mana vagus?

Atrium
EX-date 05/02/2015 
Entitlement date 09/02/2015 
Entitlement description Fourth and Final income distribution of 1.80 sen per unit in respect of the three months period from 1 October 2014 to 31 December 2014
Payment date  27/02/2015

Total for 2014 is 8.40% which give 6.77% DY