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 M Reits Version 7, Malaysia Real Estate Investment

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felixmask
post Nov 13 2016, 10:00 PM

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REITs aunty n uncle participating more shock news for correction.
felixmask
post Nov 25 2016, 09:19 PM

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QUOTE(river.sand @ Nov 25 2016, 05:15 PM)
6% is retail REIT?
Usually we expect better yield for office REIT  sweat.gif
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Buffer at what best price to enter?

This post has been edited by felixmask: Nov 25 2016, 09:19 PM
felixmask
post Nov 26 2016, 12:44 AM

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QUOTE(nexona88 @ Nov 25 2016, 10:20 PM)
6.5% yield  hmm.gif
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Didn't factor aunty Jane to push US Treasury rate ..
felixmask
post Dec 3 2016, 10:20 AM

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QUOTE(Belphegor @ Dec 2 2016, 05:11 PM)
Hello sifus, may I know how can I see the list of Malaysia REITs other than [url=http://mreit.reitdata.com/[/url]?

And how do I buy these REITs? Was expecting some newbie training on first post but don't find any. laugh.gif

Thank youuu!
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Create acc with investment bank.
Read Q n A topic you find good infor for newbie.
felixmask
post Dec 22 2016, 06:58 PM

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QUOTE(vseries @ Dec 22 2016, 03:07 PM)
What do igbreit, pavreit & sunreit normally give during agm?
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IGBreit ->their hotel food at MidV

felixmask
post Dec 23 2016, 02:54 PM

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QUOTE(wodenus @ Dec 23 2016, 11:15 AM)
Ha.. yes that guy.. tried it for a while.. makes money but so much work. If we're targeting prices we can't just sell or buy ant any price.. and waiting for the price sucks.

Would have been way more profitable and less risky to get a part-time job lol smile.gif
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Guess he has no money to buy and sell...all the cash flow stuck in reits...waiting for dividend.... bye.gif no more weekend family feast

This post has been edited by felixmask: Dec 23 2016, 02:55 PM
felixmask
post Dec 29 2016, 01:53 PM

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QUOTE(twinkle5129 @ Dec 28 2016, 03:51 PM)
I've continuously active trading reits, selling and buying and lowering my NAV.

I've increased my Sunreits units and lowering my NAV in between. Still planning to buy lower and selling higher.

For the same XXX units pricing at 10/10/16- NAV-1.5188, now 28/12/16  NAV- 1.454.

Started accumulating Pavreits recently with NAV < 1.70. Today, I sold some at 1.80 and my NAV is <1.60. Only planning to keep X lots.

Noted YtLreits recent news about 'private placement' here on Mreits and started researching on it. When the price dropped <1.10. I was tempted to get some but decided to wait until 1.07- 1.08.
This am, I was prepared to buy at 1.07 until I spotted someone dumping at 1.06 at opening. Yes, I was lucky to get a portion of it at 1.06.
Planning to buy more if it drops <1.06.
YTL Reits dividend % is very attractive. I used to own this share but sold off to invest in other stock.

I'm stuck with Axreits due to odd lots but will keep for dividend at the moment.

'Thank you' for those 'missing' my sharing. Happy New Year & Happy trading. Will not be active on this thread.
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U post trading event here often....there devil.gif hardcore will FOLLOW u......
felixmask
post Feb 4 2017, 03:43 AM

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QUOTE(cherroy @ Feb 3 2017, 10:41 PM)
IGBreit - sold,
YTLreit - sold partly before private placement and bought back at lower price after private placement.
Axreit - sold partly.
MQreit added more at RM1.2x and hold.

Those breached below net yield 5%, especially approaching 4.5%, I have tendency to sell, as it is hard to find reason to hold on a reit that yield 4.5%, when there is FD yielding 4% as well Klibor structured investment that yields about 5%.
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Hi Cherroy,

How you calc yield use current price or bought price.?

This post has been edited by felixmask: Feb 4 2017, 03:44 AM
felixmask
post Mar 1 2017, 08:17 PM

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QUOTE(gark @ Mar 1 2017, 06:55 PM)
Haha, the 1.40 target might never come...

I disposed some at 1.70 and the rest at 1.75
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KFC meal or Shark Fin?
felixmask
post Mar 30 2017, 11:21 PM

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QUOTE(nexona88 @ Mar 30 2017, 09:47 PM)
Well mau promo their products lor devil.gif
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Ask you to test.. no bocor..


felixmask
post Jun 21 2017, 12:51 PM

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QUOTE(BacktoBasics @ Jun 20 2017, 09:33 PM)
So as a beginner who just opened a trading account you would suggest me to try stocks?
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Plenty book on REITs, explain how thier business model, risk , possible happen n pro n con.Reits also hv their classification. N how buying different REITs

If meet your appetite n your understanding juz buy.

REITs is about yield
felixmask
post Nov 20 2017, 09:10 PM

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QUOTE(gark @ Nov 20 2017, 05:00 PM)
Right.. more opportunity to collect at lower prices & higher yield  drool.gif
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Neck also long awaiting...


felixmask
post Dec 22 2017, 03:56 PM

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QUOTE(gark @ Dec 22 2017, 08:44 AM)
I think the market is valuing it as a office play rather than commercial.

Just went to Nu Sentral last week, everything still looks ok..  blush.gif

Another low profile Reit people is over looking is YTLReit.. long WALE with annual rental escalation. Earliest expiry is 2023. More or less guaranteed income.. yield > 6% too. Coming is a new hotel injection with 15+15 year lease. rclxms.gif  brows.gif

last time so hard to find info on this reit,  mad.gif  now it just have a new swanky website..  sweat.gif
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Share the swanky website..sharing is caring
felixmask
post Feb 6 2018, 09:00 PM

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QUOTE(yok70 @ Feb 6 2018, 10:30 AM)
flash crash, jim cramer said.  biggrin.gif

anyone dare to pick up some rabbits?  laugh.gif
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Didn't see any my rabbit slaught.
felixmask
post Feb 9 2018, 10:42 AM

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QUOTE(cherroy @ Feb 9 2018, 10:11 AM)
MQreit gross yield is approaching 7%.
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Good info.. publish more...thank Cherroy.


Any reason...dropping?


This post has been edited by felixmask: Feb 9 2018, 10:44 AM
felixmask
post Feb 10 2018, 10:19 AM

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QUOTE(nexona88 @ Feb 9 2018, 10:56 AM)
MQreits look delicious 😎
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Oppis oversupply..leh..that I afraid

MQ oppis at klsentral..n other long term tenant at cibehjaya.


felixmask
post Feb 23 2018, 09:18 PM

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QUOTE(frostfrench @ Feb 22 2018, 09:26 AM)
My Reits investments are the worst  in my basket.

MQREIT:  -6.24 %
PAVREIT:  -6.67 %

sigh...
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Dont worry..look at yield when invest REITs.


felixmask
post Feb 28 2018, 10:48 AM

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QUOTE(yok70 @ Feb 28 2018, 10:40 AM)
dividend portfolio? for those with higher EPS growth potential (not reit), i've no worry at all.
as for reit portfolio, i still have some, now sideline, wondering if i should start selling. I should have sold at least half of them 6 months ago while i was quite worried on rate hike effect.
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Buy more..when yield attractive.

If money no where to park..treat as FD.. important not lower than FD rate.


I still hv war chest...Belum guna..
felixmask
post Feb 28 2018, 03:08 PM

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QUOTE(yok70 @ Feb 28 2018, 12:47 PM)
if rate continues to move up 0.5% by end-2019, that would be a 15% hike for current 3.25%. Meaning, if the reit we bought today didn't increase DPU by 15% til end-2019, we will continue to suffer price drop, which possible means that putting money into FD might give us even better yield until end-2019.  hmm.gif

currently, only IGBReit gives me a little better confidence of DPU increment. Other than it, even Axreit or MQReit i am having doubt whether they could increase DPU, if not decreasing instead!  laugh.gif
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U got your answer..don't buy....hie hiee
felixmask
post Mar 1 2018, 02:47 PM

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QUOTE(gark @ Mar 1 2018, 10:57 AM)
Catching bottom for REIT is not for capital gain.. you are mistaken.

We catch bottom, to maximise our yield, on long term basis  tongue.gif
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Talk n post..when you are buying -remember keep post...



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