QUOTE(TC-Titan @ Oct 3 2015, 10:49 AM)
So would it be right to focus on the following:
1. Focus on REITS which have a good combination of quality properties and tenants - office, warehouse, malls + more anchor tenants.
(E.g ARREIT)
2. Take note of REITs that renewed majority of their leases and revised the rates.
3. Look out for those with expansion plans - but must be those that add value significantly in the long term.
Just two words.. tenancy and rental revision and yield...1. Focus on REITS which have a good combination of quality properties and tenants - office, warehouse, malls + more anchor tenants.
(E.g ARREIT)
2. Take note of REITs that renewed majority of their leases and revised the rates.
3. Look out for those with expansion plans - but must be those that add value significantly in the long term.
Maintain high tenancy = good, reducing tenancy = no good
Rental revision = >Inflation = good, negative = no good
Good stuff >6%, No Good stuff >7-8%
expansion plans does not matter too much.. for now, it will eventually be diluted (with PP or RI) like Tropicana mall..
This post has been edited by gark: Oct 3 2015, 10:53 AM
Oct 3 2015, 10:52 AM

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