soo. for SURE REITs (MY, SG, AU, US, etc.) all will suffer?
Price drop ka?
or DY drop?
or.. what's sure ar bro?

eh? not believer or not.
Just that i've no working crystal balls yet :sweat:
Good lar - if drop. Current net DY yield not interesting heheh :)

eh - what about if inflation or too much $ chasing too little real assets?
VS
interest rate up

i mean, with every major super power "printing $" (well US is "scaling down" - thus interest rate up?) to devalue currency & create liquidity (fake or real), wont there be inflation and/or more $ chasing same real assets?
again - no crystal balls yar, just thinking  :respect:

er.. item
1. inflation rate is usually > FD rate mar, unless there's a deflation (Japan before Abenomics anyone?)
what's the big deal ar?
BTW, did U know in MY 1980s - FD hit about 10%pa to 12%pa? AND that was during the golden bull run?

2. Due to (1.), i think this aint a sure thing

3. Speculation or truth - no impact right? what's done is done - interest rate up/down/left/right ALREADY.

4. Currency drop? U mean MYR vs USD?
or MYR vs SGD? or MYR vs YEN?
btw, MYR vs SGD - MYR actually strengthened this month vs 2 to 3 months ago leh (i track coz of my SGD investments + my love one studies in SG)
as for MYR vs USD - MYR also strengthened past month VS 2 months+ ago - i was moving $ to US the whole 2 to 3 weeks last month+ VS last month weeks ago

5. Again - it's not a matter of believe or not.
All these are speculation - just like someone in this thread (older version) that was screaming IGB good buy before IPO +someone else screaming office REITs all going to die 3 to 4 years ago.
Funnily - those who got into IGB are now wondering VS those who held or bought into office REITs like TWRREIT is still smiling after 3 to 4 years.
That is why i'm asking (not making a statement of fact) - are U sure?

Just a thought  :respect:

here u go... zeti/bnm is not as readable as u think when it comes to raising rates. wait till official inflation numbers hit 5% which means 10% in real life in klang valley - that's when they will act.

i say the probability of int rate hike is lower than zero water supply for a week this year. :P

Interest up, ya, may be 0.25%.  :P

What if, stock price for reit never drop, as no interest rate hike or due to future situation that favourable for reit?
Now selling all the reit, receive cash, earning FD 3%, worst than reit yield.

Moving out?
Put in Aud? USD?
AUd only 2.5%, worst than FD 3%, USD need not to say, 0.25%,

RM depreciate actually not much movement over the 10 years period, if look back 10 years period, RM actually appreciate against USD, GBP, slight depreciate against AUD, slight depreciate against most currency only.

I do not have crystal ball to know the future of reit price will drop for sure.
But I know reit provide a good asset allocation/diversification purposes, even though reit may have poor outlook ahead, the most sensible way is to reduce the stake/portion/allocation but not selling all and hold cash.

Unless one has crystal ball to know the exactly outcome of future, then different story.

With GST is on the card for next year, the least BNM want to do is hike rate that result in economy slow down across. So personally I do not expect any drastic and urgent move for interest rate.