M Reits Version 7, Malaysia Real Estate Investment
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 May 26 2020, 05:56 PM
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#101
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Senior Member
9,353 posts Joined: Aug 2010 
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QUOTE(cherroy @ May 26 2020, 02:57 PM) Malaysia office space is facing glut issue instead of facing risk of WFH. This is for certain,... My commercial units find it a bit hard to rent out too with time-gap in-between tenants getting longer and longer,... but SG's incoming new supply for 2021 and onwards have been reduced. I suspect,... MY's per sqm of Office space is cheaper than SG's, after conversion,... |
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May 26 2020, 06:00 PM
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#102
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Senior Member
9,353 posts Joined: Aug 2010
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The SG Govt helping SME tenants to pay rents for July and August, on top of the property tax rebates given out in Mar this year.
This is the 4th budget,.. called the Bajet 'Kekuatan',....  https://www.businesstimes.com.sg/government...to-offset-rents Our dpu's for this year have hopes now,....  |
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Dec 29 2020, 05:19 PM
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#103
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Senior Member
9,353 posts Joined: Aug 2010
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QUOTE(knight @ Dec 29 2020, 12:45 AM) With oversupplies of office in KL + post pandemic, I think most office operator might lost alot of customer. If prices of office assets drop,... this will cause the leverage ratio of REITs to increase,.. causing them to 'move nearer' to the 45% leverage limit for a REIT. It becomes dangerous to invest into Office REITs then.With the increase of empty offices, price will drop. Company will hunt for the best price in KL area. So basically this will affect the earnings for offices. Has there been any Msian REIT which has experienced this before ? What did the regulators do when a REIT approaches the 45% gearing limit ? I have seen what MAS does, but how abt in Msia ? |
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Dec 30 2020, 10:12 PM
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#104
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Senior Member
9,353 posts Joined: Aug 2010
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QUOTE(Cubalagi @ Dec 29 2020, 10:21 PM) Petronas rents nearly 75% of klcc office space. Last month, Petronas renewed the lease to 2041/42. Thereafter, earlier this month, Petronas sold a big block of their Klccs shares (reportedly to pay government dividends) to ASB. I dont think the timing of lease renewal was a coincidence. Likely something insisted upon by ASB. Not that I'm aware of. Maybe because we have fewer Reits n Mreits tend to have low leverage but now with the pendemic maybe this will change. KLCCS, being the strongest, still has less than 20% gearing. QUOTE(felixmask @ Dec 30 2020, 08:04 AM) SC has increase MReits gearing from 50% to 60% Tq bros,...https://www.theedgemarkets.com/article/sc-g...low-flexibility I figured since MREITs do not go out into the world to buy assets, this is the reason for their low gearing. Could be that the pandemic could be changing this too,... that's why SC has incaresd the leverage limit to 60%,... as bro felix highlighted,...  This is useful info,... MAS in SG increased from 45% to 50% for,.. like 2 years ? And SC increased from 50% to 60%. Hmm,... still higher than MAS'. |
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Jun 17 2021, 03:28 PM
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#105
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Senior Member
9,353 posts Joined: Aug 2010
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Bros,... don't forget,.. US Feds are talking abt tapering now and increasing interest rates soon.
Early this morning, they said two increases at end-2023,.. but,... I suspect the increases will start earlier than that ! |
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Nov 9 2022, 07:35 PM
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#106
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Senior Member
9,353 posts Joined: Aug 2010
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QUOTE(TOS @ Nov 9 2022, 06:27 PM) CLI to divest Queensbay Mall, Penang, to CapitaLand Malaysia Trust for RM990.50 million I would support this move,...https://links.sgx.com/FileOpen/20221109_CLI...t&FileID=738060 |
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Nov 9 2022, 07:42 PM
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#107
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Senior Member
9,353 posts Joined: Aug 2010
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QUOTE(TOS @ Nov 9 2022, 07:36 PM) Oh you invest in M-REITs too? No,... and neither do I invest in CLI in the SGX,... but as much as I can, I try to monitor the whole REIT universe in the SGX. So,.. I think this is a good move-lar,... put back a Msian asset into the proper REIT. TOS liked this post
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Jan 16 2024, 12:55 PM
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#108
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Senior Member
9,353 posts Joined: Aug 2010
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IOIP started rising two days ago.
The IOI Boulevard Office Property in Singapore might by 'monetised' into an SG REIT soon. EPF has started loading-up. |
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