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M Reits Version 7, Malaysia Real Estate Investment
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SUSPink Spider
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 Sep 14 2015, 11:57 AM
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QUOTE(gark @ Sep 14 2015, 11:52 AM) Emm.. KLCC.. yield...  Pavillion.. premium products.. dont hold up to recession.. Thinking of MRCB mall.. but went few times.. not much shoppers.. mostly people pass through to sentral only. Creosus REIT looks sweet to add more.. 9.22% gross yield.. tax free.  U mean the one at KL Sentral? That is Nu Sentral... It's not under any REIT yet...the same applies to Quill Mall...though many expect it to be pumped into MQREIT in the future... KLCC REIT also got Mandarin Oriental, KLCC etc, so it's not a pure mall REIT... Yeah the net yield, 4.8-5% only...I also reduced my position to a very minimal amount...when above 5% baru top up balik |
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SUSPink Spider
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Sep 14 2015, 12:47 PM
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QUOTE(gark @ Sep 14 2015, 12:36 PM) I live near one of their malls.. a bit sleepy..  What happened to "on-the-ground observation sometimes doesn't mean a thing in investment"?  |
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SUSPink Spider
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Sep 14 2015, 02:01 PM
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That one...what u see is more than wat u get  |
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SUSPink Spider
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Sep 14 2015, 05:02 PM
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Pandai...the residences and offices, will contribute to MV and Gardens human traffic  This post has been edited by Pink Spider: Sep 14 2015, 05:03 PM |
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SUSPink Spider
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Sep 15 2015, 03:58 PM
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UOAREIT leh?  |
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SUSPink Spider
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Sep 17 2015, 04:03 PM
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QUOTE(nexona88 @ Sep 17 2015, 02:59 PM) Pavillion REIT to acquire da:mén USJ shopping mall for RM488mil http://www.theedgemarkets.com/my/article/p...?type=CorporateAsset size from 4.4B to 4.9B...just a small acquisition This post has been edited by Pink Spider: Sep 17 2015, 04:03 PM |
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SUSPink Spider
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Sep 19 2015, 06:06 PM
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QUOTE(Babizz @ Sep 18 2015, 11:26 PM) Already mention on other thread.. sunwai's putra mall is dying n will affect rental yield as the tenants cnt last tht long at the current VERY BAD performance.. On a side note, summit USJ hope they maintain those mid low end tenants as competition will stiffen up when da:men is up.. they shld shu those hookers away btw Summit USJ ada h**kers?  U mean the hotel izit  |
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SUSPink Spider
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Sep 19 2015, 08:19 PM
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QUOTE(gark @ Sep 19 2015, 07:41 PM) Ada... at higher floors... actually quite scary.. lots of foreigners.. I think already kena raided few times masuk tv... Summit USJ is a dead place, as much as they would like to improve it, those small small shops give the place a cheapo look. Although living very near it, i went like 3 to 4 times only Damen doesnt look like gonna do well in future.. the front n side road jam at all hours...  Oh...I get it  Persiaran Kewajipan...motorists' nightmare...day and night |
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SUSPink Spider
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Sep 21 2015, 09:04 AM
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With mall REITs, u really need to monitor...
A prime mall can go dead in a matter of a few years...
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SUSPink Spider
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Sep 21 2015, 09:52 AM
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QUOTE(wil-i-am @ Sep 21 2015, 09:50 AM) Which 1 u have smell symptom?  MV, Gardens, Pavilion and KLCC should be quite safe Its the sub urban/2nd tier malls esp Selangor that is quite risky This post has been edited by Pink Spider: Sep 21 2015, 09:52 AM |
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SUSPink Spider
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Sep 21 2015, 12:34 PM
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QUOTE(gark @ Sep 21 2015, 12:30 PM) Putra mall is already dead long long time.. then brought back to life temporary.. like zombie..  Only lunch hour good a bit...office workers hang out during lunch Shopper volume... |
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SUSPink Spider
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Sep 22 2015, 04:54 PM
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KLCC diskaun today |
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SUSPink Spider
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Sep 22 2015, 05:02 PM
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QUOTE(wil-i-am @ Sep 22 2015, 05:00 PM) Tumble 3% in line with market sentiment Prime KLCC area office properties + Suria KLCC at net yield comparable to PavilionREIT...next divvy just 1.5 months away...top up! |
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SUSPink Spider
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Sep 22 2015, 05:32 PM
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QUOTE(gark @ Sep 22 2015, 05:29 PM) The yield... not exciting enough.. At this environment, 5% net yield is considered decent lor  U want 6-7% net, gotta go for office REITs like MQREIT and UOAREIT Historically the rental reversion for KLCC-SS is quite strong, can expect 3-5% p.a. divvy growth  This post has been edited by Pink Spider: Sep 22 2015, 05:33 PM |
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SUSPink Spider
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Sep 22 2015, 05:38 PM
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QUOTE(frostfrench @ Sep 22 2015, 05:36 PM) What's IGBREIT yield you think? wanna jump on board REIT Past 12 months net is 7.2 sen Do your own calculation |
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SUSPink Spider
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Sep 23 2015, 02:47 PM
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QUOTE(wil-i-am @ Sep 23 2015, 08:14 AM) Mind to share which property counters give > 6% DY? UOA Development |
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SUSPink Spider
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Sep 23 2015, 06:18 PM
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Just...DON'T TRADE REITs.  |
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SUSPink Spider
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Sep 23 2015, 07:25 PM
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QUOTE(ShinG3e @ Sep 23 2015, 07:11 PM) REITS - like a long term wife. long term benefit. keep and hold but you can't continue being admire after long.
Of course, u still need to monitor  If she starts cooking shitty food (i.e. results), time to divorce her |
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SUSPink Spider
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Sep 25 2015, 04:43 PM
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^ Buy ON ex date? Good luck |
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SUSPink Spider
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Sep 25 2015, 05:16 PM
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find "ways"? can geh, u sendiri call up the seller, ask him to do Standing Instruction and remit HIS dividend to you once he receives it lor I'm sure many would be pleased to do that for u and unit trust prices can be manually "manipulated"? wow, just, wow Pinky This post has been edited by Pink Spider: Sep 25 2015, 05:17 PM |
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