Right.. more opportunity to collect at lower prices & higher yield

This post has been edited by gark: Nov 20 2017, 05:01 PM

There will be an effect.. price wont crash, but can have some buying opportunities.

Higher OPR = higher monthly loan repayment = less people can afford = lower prices

My 7 years of transaction and dividend voucher file is almost 3 ring files thick.. crazy..

I wish BNM would reduce the time frame to maybe 3 years ok la..

This post has been edited by gark: Dec 20 2017, 01:26 PM

Tax department requirement mah.. last 7 years records.

Got IGBReit at 1.55 yesterday.. now to wait for more at 1.50

Good..

I think a lot of people is too pessimist on the 0.25% hike in 2018..

This post has been edited by gark: Dec 21 2017, 09:57 AM

ARA reit coming.. 2 bil asset mostly in shopping malls.

Last time bought 1.25 sold at 1.75 now buy back at 1.55.. reit is not for the faint hearted lo..

In planning stage... target listing 1Q18

http://www.theedgemarkets.com/article/ara-...-malaysian-reit

Same maanger as Amfirst reit..

This post has been edited by gark: Dec 21 2017, 02:40 PM

All based on expected yield..

1.25 = 6% gross
1.75 = <5% gross
1.55 = 5.5% gross

Next back to 1.45 for 6% gross..



This post has been edited by gark: Dec 21 2017, 04:29 PM

Vested in MQ reits.. current price ok lah got >6% gross

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..

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.

last time so hard to find info on this reit, now it just have a new swanky website..

This post has been edited by gark: Dec 22 2017, 08:54 AM

I think some funds are desperate for window dressing..

If monday still at 1.67.. confirm sell.. get instant 1.5 years of divvy

This post has been edited by gark: Dec 22 2017, 05:46 PM

Yes, Aussie is contributing ~50% of profits. Aussie dollar weak, will be hopefully offset with aussie loan...

http://www.ytlhospitalityreit.com/

Sold all at 1.75..

Now waiting to collect back..

I was queuing.. since 22nd.. when i saw the surge in the share price.

I did not know it got sold, until i check after closing..on 29th

This post has been edited by gark: Jan 2 2018, 01:34 PM

Not yet.. still high.. waiting 1.55..

I am waiting at <1.00 ..

Imho CMMT is not doing very well.. only gurney and west coast mall doing well

Others are suffering, the bleeding at SW still have not stopped even after the MRT completed.

Other KV malls are facing heavy competition.

Alternative is hektar, with similar yield.. but SP is not doing well too..at least it's outstation mall are still doing ok.

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.

This post has been edited by gark: Mar 1 2018, 09:43 AM