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Right now,  just doing some Reits testing, fake trading etc etc theories

I am one who believes only doing what I am good at. Reits is something I am not good at and most of all I cannot fully grasp the risks.

Bro Boon,... losing money,.. as a live example from my very own experience - HPH Trust !

The dpu is falling, causing the unit price to fall in tandem...

I attended the AGM once a few years ago. The price then was around 50c. Some investors there told me : This ctr IPO'ed at 1.00, you know.... Now dropped to half already,... where can drop some more ??!!??,....

I have lost a small amt by then, which prompted me to attend the AGM.

I cutloss immediately after that, losing a few cts per unit against my Buy Price of 54.56c...

So,... yes,... lost money myself.

As a matter of curiosity, this afternoon, I checked,... the price of HPH Trust now is at 15.7c and based on my earlier Buy Price of 54.56c, I have lost 72.11%. I held on to 100 units in my portfolio to study this ctr !

do you think the recent i-invest app/service has anything to do with the slowdown? i mean, it is really defensive and people pulling out from bursa to park there, getting the income instrument protection. perfect for recent recession sentiment too.

What does FFO means? Fund from operation?

IGB reits drop a bit today. What happened ?

Anybody bought?

Guys..

If there were Kampung Baru REIT listing
Would u guys buy it??

Why I'm asking this question because there's this one guy (so called investment sifu) hard pressing it.. (more like politics involved 😒)

REIT's income is derived from rental.

REIT does not involved in business.

Agree, as of now I'm waiting to buy back IGB and Sunway.
Will enter when the price is good.

Sunway could possibly goes below 1.75.
IGB have great support at 1.91 Probably a good time go collect

But right now, nope. If forced to choose now, it will probably be the whacked down Reits like Arreit which give close to 8%DY  or the super steady KLCCP.

4.75% not bad what.. Think about it as a FD alternative.

And if u compare with IGB yield of 4.85% and Pavillion of 5.05%..are the extra yield worth it? Which Reit is stronger if economy weakens further?

Too low risk or high risk?

At current yield at more than 5.5% with relative stable DPU going forwards, it seems an attractive choice.
KLCCP is one of most defensive reit, as majority of the lease is long term and triple net lease.
So going forward DPU is highly stable and predictable.
At yield that is more than 100~150 basic point compared to MGS as well as FD rate, it is not too difficult to comprehend there are institutional funds interested in it.
1~1.5% extra income for funds that are running in hundred million or billions figure, it could be means a lot for the funds.

wads ur risk appetite?

How come SUNREIT now hangs at the lower/mid RM 1.8x when it touched RM 2 just few months ago

Is it a good time to invest in REIT since I notice the composite index is dropping so might be buy low now.

Won't really drop now...
Because reit would normally goes up whenever rate drop.
Everyone is searching for parking places for their $$$