5% net yield in this environment...

Me 1.34, based on gross divvy of 8.2 sen

really? I heard 1U full with people.. MV also

Got ah? 

Anyway negative rental reversion for BB and the recent tropicana.. does not boost much confidence.

I was really hoping they pick up queensbay mall from parent instead...

Which one? Sg wang or tropicana?

Well, it's demand and supply. If they only increase a bit or DPU will also increase 

They haven't increased the parking since 8 years ago i working there, i remember i parked whole working day only less than RM10!!! Just increase to half of Pavilion rate im also happy, coz will be less cars, and more dividends!

That's why monitoring, on what they decide to enhance the property .. Tropicana already have 2 new tenants S.wine and TBM Electricals.

Also for last Q, I like that they decided to demolish the pagoda towers at The Mines.. to save money for facade maintenance.  Also the upgrade to LED lights to save power and adding more advertising panels to generate more income at other malls.

CMMT and AXREIT are one of the most transparent REITs out there.. 

Buy REIT like buying your own property.. show some care on how they manage it. 

Do bear in mind tenancy stability.

Yes, u get wonderful rental returns hence yield when fully tenanted.

But, what if u were to lose some tenancies? See what happened to Tower and Atrium. Esp when the REIT have many single tenancies (one building, one tenant), when u cannot renew the lease, it will hit the REIT earnings GREATLY.

And if for prolonged time u cannot get a new tenant, chances are u will dispose off the property. In that case, u get the NAV or market value of the property. This is "safety room" buffer that cherroy talked about.

I ask...

which counter to sell to move to IGBREIT?

top up liao  IGBREIT

KLCCP is most exposed to O&G.

Atrium are...logistics
Axis are...industrial mainly
MQREIT pulak...mainly data centres

Technip?

if u paper profit now, then can reduce a bit holding.

feels like result would be not so excellence with the weak retail market sentiment

PAVREIT pun 3% je