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 M Reits Version 7, Malaysia Real Estate Investment

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gark
post Oct 3 2015, 10:52 AM

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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.
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Just two words.. tenancy and rental revision and yield...

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.. rolleyes.gif

This post has been edited by gark: Oct 3 2015, 10:53 AM
wodenus
post Oct 3 2015, 09:27 PM

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QUOTE(gark @ Oct 3 2015, 10:52 AM)
Good stuff >6%, No Good stuff >7-8%


Do you mean yield?



wil-i-am
post Oct 3 2015, 09:41 PM

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QUOTE(wodenus @ Oct 3 2015, 09:27 PM)
Do you mean yield?
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Yes
wodenus
post Oct 3 2015, 09:52 PM

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QUOTE(wil-i-am @ Oct 3 2015, 09:41 PM)
Yes
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Ok.. so does he mean that a good REIT has a yield of between 6-7%? anything above that is not good?
wil-i-am
post Oct 3 2015, 09:56 PM

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QUOTE(wodenus @ Oct 3 2015, 09:52 PM)
Ok.. so does he mean that a good REIT has a yield of between 6-7%? anything above that is not good?
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Yes
Gud Reit can offer lower yield as compared to not so gud Reit need to offer higher yield to attract investor
nexona88
post Oct 3 2015, 10:05 PM

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then how about those >5% yield? very good tongue.gif
gark
post Oct 3 2015, 10:14 PM

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QUOTE(nexona88 @ Oct 3 2015, 10:05 PM)
then how about those >5% yield? very good  tongue.gif
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Waiting for price correction.. tongue.gif
CP88
post Oct 3 2015, 10:30 PM

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QUOTE(gark @ Oct 3 2015, 10:14 PM)
Waiting for price correction..  tongue.gif
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Gark, did you hold any Msia reit atm? biggrin.gif
gark
post Oct 3 2015, 10:43 PM

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QUOTE(CP88 @ Oct 3 2015, 10:30 PM)
Gark, did you hold any Msia reit atm?  biggrin.gif
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Only 1... and that is because i bought it cheap previously.. tongue.gif

Recently disposed no 2...
SUSPink Spider
post Oct 4 2015, 05:51 PM

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QUOTE(gark @ Oct 3 2015, 10:43 PM)
Only 1... and that is because i bought it cheap previously.. tongue.gif

Recently disposed no 2...
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Lemme guess...

CMMT? tongue.gif
gark
post Oct 4 2015, 07:50 PM

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QUOTE(Pink Spider @ Oct 4 2015, 05:51 PM)
Lemme guess...

CMMT? tongue.gif
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whistling.gif

jutamind
post Oct 4 2015, 08:10 PM

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This i wait until neck long long already. Only managed to hunt a bit of mqreit during the previous stock rout


QUOTE(gark @ Oct 3 2015, 10:14 PM)
Waiting for price correction..  tongue.gif
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nexona88
post Oct 4 2015, 08:28 PM

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QUOTE(jutamind @ Oct 4 2015, 08:10 PM)
This i wait until neck long long already. Only managed to hunt a bit of mqreit during the previous stock rout
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laugh.gif wait until neck long tongue.gif biggrin.gif blush.gif
gark
post Oct 4 2015, 08:50 PM

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QUOTE(jutamind @ Oct 4 2015, 08:10 PM)
This i wait until neck long long already. Only managed to hunt a bit of mqreit during the previous stock rout
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Sure you waited long enough? Just only in 2009, all REITS were selling at >10% yields.. wink.gif

This post has been edited by gark: Oct 4 2015, 08:52 PM
gark
post Oct 4 2015, 08:55 PM

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Just take a peek at the FD thread, so many in fact almost all banks are offering 4+% interest rate deals. How resilent you think the 5+% REITS is gonna last? wink.gif

This post has been edited by gark: Oct 4 2015, 08:56 PM
CP88
post Oct 4 2015, 08:56 PM

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QUOTE(gark @ Oct 4 2015, 08:50 PM)
Sure you waited long enough? Just only in 2009, all REITS were selling at >10% yields.. wink.gif
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When 2009, did you manage to join the party? biggrin.gif
gark
post Oct 4 2015, 08:57 PM

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QUOTE(CP88 @ Oct 4 2015, 08:56 PM)
When 2009, did you manage to join the party?  biggrin.gif
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Not for reits... busy buying us etfs at the time.. laugh.gif
CP88
post Oct 4 2015, 09:00 PM

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QUOTE(gark @ Oct 4 2015, 08:57 PM)
Not for reits... busy buying us etfs at the time.. laugh.gif
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Excellent choice. biggrin.gif
jutamind
post Oct 4 2015, 09:03 PM

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those days not enuf bullets mah...now got bullet but timing not right....

QUOTE(gark @ Oct 4 2015, 08:50 PM)
Sure you waited long enough? Just only in 2009, all REITS were selling at >10% yields.. wink.gif
*
CP88
post Oct 4 2015, 09:10 PM

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QUOTE(jutamind @ Oct 4 2015, 09:03 PM)
those days not enuf bullets mah...now got bullet but timing not right....
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Yeap! Things always act vice versa. When you have $$, luck is not at your side. smile.gif

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