I am guessing the average net yield should be at adjusted 0.5% - 1% increased every time market need to digest the 0.25 OPR announcement.

market rumours said there will be another one or two time OPR hike next few months if according to the news....so hmm no rush to buy REITs, slowly adding seems like better strategy.

i am personally favor the Axreit. One key reason is its asset focus on industrial properties. Second key reason is i have faith for its management team.
uoa group is very well managed too, strong management team. But same concern like you, i am more worry on office assets.

I would says if one plan to hold REIT counters more than 7 years, collect slowly now could be a good plan.

Anywhere, some ppl still worry about potential economy recession as it been long due and hesitate to fill up REIT portfolio.

If not mistaken, there're pretty limited choices during 06-07. Axreit, QCapital (MQReit now), Starhill Reit (YTLReit) are among of them. How are they preformed during the last recession?

That was the past right. hehe.

I think I still better wait. Its seems like on down train now.

the last time we almost reach bond yield 3.5 was 2011. but the time if I am not mistaken there is an event that S&P 500 downgraded US bond itself lol  .

risk premium for 2.0-3.0% is still consider low premium IMO. sometimes I just feel that the local institution fund here is too much money going for only very few quality companies for the sake of compliance and window dressing.

I guess the average yield after tax in Sgreits still higher than Mreits ?

In fact, looking at Axreit, its current price is very similar to its price in 2011-2012. Meaning, if we invested during that time, until today, we are getting almost zero capital gain, but receiving yield of about 5.5% every year. Not fantastic, just slightly better than a store of cash value. However, if we put in ringgit depreciation, the return become pretty unsatisfying. And the risk? actually not small. For instance, we are watching last time's beauty such as cmmt becomes today's risky asset.

pavreit 1.37 today..
look like can entering..
y it drop so much yea?

sorry what is FOMC? 

if that's the case, then it's a sell for today and wait for better re-entry point 

at this moment, net yield is at around 5.5%-6.5%, so we need another 10% price drop to reach 6%-7% net yield. 

Got mine @1.34 . I bought very small only for my portfolio percentage.

Beside the da men under perform and the interest rate hike, I guess there is no announcement yet. Just don't rush to buy, in bear market trend for reits , plenty of chances.

Hopefully we can see net yield around 7 percent Ish....

Last few year all the reits holder syok by the capital gain instead of dividend collection, now after the complacent of low interest rates for so long (after so many years of wind talk want increase rate) , it is time to revert back to yield 6-8 percents range for all the reits.

so never consider Pavreit ? 
....see how the price behave these 1-2 weeks
noted 

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. 

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! 

I think for SW they have their hands tied, half the lots does not belong to them.. so it will be difficult to coordinate revival plan. The only thing they are doing is the overhead pedestrian bridge to BTS..might backfire and more people go to BTS instead (idea from capitaland revival of Junction 8 and IMM in SG)

The best they can do, but again their hands are tied, is to demolish and rebuilt into integrated mall/office/hotel/condo like what they did to Funan mall in SG. Hotel/condo/office will be given to developer, and in exchange you get a brand new mall at no cost, and DPU remain stable as developer is paying the rent during construction.

Owner of CMMT is capitaland SG.. which is quite capable. But because of SW I sold all my units at 1.45 previously.

Well says! Absolutely correct... but if there is a chance of fire-sale, what's the impact on its share price, how long it took and the opportunity cost, and what's are the odd it can sell at valuated / desired price? It still need bear some minor loses (assessment fee etc) over years until it get sold. For SW, due to it's mixed ownership, the sales will be more complicated. (SW purchased @ 724mil while current valuation ~ 583mil)

One should very clear on their portfolio allocation and investment strategy... dont take me wrong; i'm not promoting park the allocation of dividend portfolio to growth stock.

When it fall around 1.1x, i was so tempted to buy back with my capital gain, and treat it as free shares, and I asked myself

a> For long terms (5 to 10 years span at least), at current landscape, is CMMT pose higher risk compared to other like REIT.

b> On dividend portfolio front, what my objective? Peace of mind or maximize the potential capital gain on CMMT, what was the feel like on hunting the opportunity letting go CMMT since last 2 years back.

c> If looking for 7%+ dividend for long run, is there any other option?

d> What are the chances DPU slip further in next few quarters.. (Interest hike and harder to secure new tenant due to exceed offering, while existing tenant is leaving...eg: Parkson moved out SW lately).

e> What's are the chance CMMT management make a turn around in such competitive and stiff environment against other retail mall player.

f> Why huge sell off recently by institute player and their entry price is low actually... (eg: EPF was cornerstone investor during IPO).

g> How's the institute players act lately on CMMT counter.. (eg: KWAP & EPF keep dumping CMMT, while EPF do increase their Axreit portfolio)

h> Why CMMT management do additional listing back as the way to pay CMRM's management fee in Sept 17. Isn't that resonate they're in tough situation and so desperate to make acct looks good.

p/s: Someone was sold 13 mil share @ 1.02 yesterday last minutes before closing and noticed some short term trader from i3 trying to make profit on this stock too.

NOTE: Just my 2 cents.. I could be totally wrong and one may make an handsome profit by vesting into CMMT at current dip.