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 M Reits Version 7, Malaysia Real Estate Investment

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felixmask
post Mar 1 2018, 02:49 PM

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QUOTE(cherroy @ Mar 1 2018, 11:39 AM)
Reit has one last defence protection that is its properties.

Worst to worst, fire-sale the property and get back the capital.

Also, reit transparency is very clear, no hanky panky on account book, any bad or good, instantly show up, but a growth stock can have accounting creativity to look good.
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Those oversea REITs can be hanky panky too...use forex to be creative.

Y REITs...
felixmask
post Mar 1 2018, 02:52 PM

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QUOTE(gark @ Mar 1 2018, 11:03 AM)
It depend on what you are looking for, reit investing is not the same as other stock investing. So they have different strategies..

For growth stocks as you mention, looking at increasing EPS is the goal, but for REIT is more or less like investing in property, we look at yield, rental performance and discounts to nav.

Stocks can go to hero or zero, reit is basically a property, even if no one is renting.. ie no income, there is still value to the buildings.

The only difference between reit and property is one is real time (more heart attack moments) and the other one is less fluctuation..

BTW, I invest in growth stocks and dividend stocks too..  tongue.gif
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How old are you gark?..so fast heart attack....
Buy n keep..don't see loh the up or down..


I'm happy everyting travel klcc, Sunway n midvalley..

This post has been edited by felixmask: Mar 1 2018, 02:52 PM
felixmask
post Mar 2 2018, 02:53 PM

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QUOTE(tohca @ Mar 2 2018, 02:18 PM)
Which non-reit property stocks are you eyeing or think worth looking at? Thanks.
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My wild guess IOI Property...
felixmask
post Mar 7 2018, 01:15 PM

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QUOTE(gark @ Mar 7 2018, 12:31 PM)
Have to count the dividend collected too.. after calculating that, the loss will be less .. smile.gif
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Calc how long to break even...2 year or 10year very different..



This post has been edited by felixmask: Mar 7 2018, 01:16 PM
felixmask
post Mar 8 2018, 12:44 PM

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QUOTE(yok70 @ Mar 8 2018, 05:45 AM)
so weird that sunreit didn't fall much....

current MSG 10 years is 4%.

according to current environment, to give a spread of 2% (from net yield) for excellent asset class, 3% for moderate asset class, and 4% for high risk asset class. i have the followings of today's closing price.

axreit 6.1% slightly undervalue (target 6%)
cmmt 7.4%  slightly overvalue (target 7.5%)
sunreit 5.4% highly overvalue (target 6.5%)
hektar 7.1% slightly overvalue (target 7%)
mqreit 7.3% moderately undervalue (target 7%)
igbreit 5.6% moderately overvalue (target 6%)
pavreit 5.8% overvalue (target 6.5%)
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Great info..nothing to catch at the momment.

Yok Kor catching any?
felixmask
post Mar 8 2018, 03:51 PM

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QUOTE(cherroy @ Mar 8 2018, 03:24 PM)
Lelong lelong.

Axreit 1.20,
YTLreit 1.10
biggrin.gif
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Tip..or u catching falling knife?
felixmask
post Apr 24 2018, 11:24 PM

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QUOTE(ShinG3e @ Apr 24 2018, 10:29 PM)
Juicy first hand news without official announcement yet.

Looks like See Hoy Chan REIT might be coming to Bursa Malaysia... (rumors)

https://www.linkedin.com/jobs/view/66669296...U4lIcBylA%3D%3D

They are looking for ppl. Checkout the responsibilities listed in Linkedin...

ouh, news came out first at april 9th. http://www.theedgemarkets.com/article/news...ng-reit-listing
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See How Chan has spilt among sibling..
Too bad This is 1 not 1Utama..

Only mention Starling Mall.

This post has been edited by felixmask: Apr 24 2018, 11:26 PM
felixmask
post Apr 25 2018, 11:09 AM

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QUOTE(ShinG3e @ Apr 25 2018, 10:41 AM)
puke.gif starling  puke.gif
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Yupe...

1 family control Pj uptown...

1 family control 1utama..

You need to join See Hoi Chan company..

You will be brief...See Hoi Chan
felixmask
post Apr 26 2018, 01:06 PM

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QUOTE(djhenry91 @ Apr 26 2018, 11:57 AM)
aiyo..i pernah share the news about shc want list ma..

i dulu intern there...

starling mall i not sure is attractive or not..
but their new office tower next mall is under construction
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I know thru interview....hiee hiee.
felixmask
post Apr 27 2018, 02:31 PM

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QUOTE(gark @ Apr 27 2018, 09:21 AM)
No one accumulating KIP reit..? giving >9% divvy..  very low gearing.. whistling.gif

Recently only market start to show a bit of interest.. my average is 73.5..  blush.gif

But tell you.. the properties are a bit higher risk... so do your own due diligence before invest  bruce.gif
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Sang kah lah mall (out skirt mall).


felixmask
post Apr 27 2018, 02:53 PM

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QUOTE(gark @ Apr 27 2018, 02:43 PM)
Ya... for lower income people only..

You rich city people.. never go one ..  laugh.gif  laugh.gif  laugh.gif

But I think hor, these kind of mall is more resilient than all those KV high class mall.. my opinion only, primary is because of less competition.

I used to work about 5-6 years in sang kah lah area in Malaysia, I also go shop in these places last time.  blush.gif

review of the reit..  https://fifthperson.com/kip-reit/
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Out skirt mall...easy compete...new mall come ,old mall dead.


felixmask
post Apr 27 2018, 03:24 PM

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QUOTE(gark @ Apr 27 2018, 03:23 PM)
Hehe right also.. so lets see which other mall want to go sang kah lah place..  laugh.gif
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I seen many mall tutup...except Aeon.
felixmask
post Aug 4 2019, 10:48 AM

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QUOTE(PortgasDerekAce @ Aug 4 2019, 01:20 AM)
people are either doing that, or not monitor at all

im new to investing and it amaze me how much cap appreciation reit stocks can bring
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Buy sikit, sikit, lama lama jadi bukit.

Require patience to see appreciation.
felixmask
post Aug 5 2019, 01:18 PM

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QUOTE(bmwcaddy @ Aug 4 2019, 11:36 AM)
Havent started spreadsheet logging my transactions (yes, too lazy for it). Is maybank Trade enough for this purpose? (I.e. accounting all cash dividend and price movement etc?)
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Use klse.i3.investor
felixmask
post Sep 11 2019, 11:49 PM

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QUOTE(Boon3 @ Sep 11 2019, 11:22 PM)
Sifu come... me better hide biggrin.gif
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Juz help to buy more reits
felixmask
post Sep 12 2019, 08:26 AM

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QUOTE(Boon3 @ Sep 12 2019, 08:09 AM)
Me? Me? laugh.gif

So how are you doing felix?
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All inside freezer. Last transaction is TM bought 2.34.

Didn't perform press buy..at any reits counter.

This post has been edited by felixmask: Sep 12 2019, 08:26 AM
felixmask
post Oct 13 2019, 08:07 PM

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QUOTE(tiptop3999 @ Oct 13 2019, 07:58 PM)
Hi, i know that to sell off a certain stock that i own, there's must be someppl willing to buy it, so when i list the price on there, i will join the queue and wait for someone to buy it.... I am wondering how to sell off reits ? can i just sell off the reits  and get money instantly ? or nned to enter the selling price and wait for the ppl to buy it just like stocks?
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"Reits" is juz stock classification. Yes buy sell is like stock.
felixmask
post Oct 13 2019, 08:10 PM

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QUOTE(tiptop3999 @ Oct 13 2019, 08:10 PM)
so, still need to enter the price that i wish to sell and wait for ppl to buy it ?
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You have answer yourself

felixmask
post Nov 23 2019, 12:09 AM

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QUOTE(PortgasDerekAce @ Nov 22 2019, 08:45 PM)
Aren’t these office spaces oversupply already?
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We wait to see what is occupant rate.
Oversupply in market , didn't mean under occupy in igb commercial reits.

IGB management did highlight until the time is ripe, only launch commercial reits.

This post has been edited by felixmask: Nov 23 2019, 10:17 AM
felixmask
post Nov 25 2019, 08:34 PM

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QUOTE(ywliang96 @ Nov 25 2019, 12:00 AM)
Hi, newbie here, I was planning to invest on SUNREITS OR IGBREITS because I heard my friend mention it has consistent dividend for quite a number of years.

I understand how REITS works (how occupied is their property, etc)

But when I have a look at the REITS chart, majority of REITS IGB, SUNREITS, PAVREITS all is actually an uptrend which I highly against to buy when the particular stock is in uptrend. I do believe whatever comes up will come down.

Any reasons for you guys to keep buying REITs when it’s keep increasing in price?
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You don't buy sake of uptrend. Many other counter non reits can consider for investment.

Reits is about long term investment, looking yield better than FD.
Secondly the reits fluctuate tandem with MGS.
Didn't have any clue where to invest, temp put in FD.



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