I'm trying to find the info on the occupancy tenure also .. How come it's not in their annual report ? I can't find that piece of info

I think they are expecting US to raise their interest rate this week.

so it's not a good time to buy more REITs now??

Actually, unless the company has borrowings OUTSIDE of Malaysia, there wouldn't be too much of DIRECT effects against the borrowings of local REITs, right ? ... since BNM does not intend to increase interest rates,...

I tam thinking should I expose all my Reits or just patiently wait. Currently unrealised gain almost 12%. 

Emm, bro TSOM... it's harder to increase dpu, because in order to raise dpu, the rental collected must be higher. I don't know much abt the T's and C's of the leases in Msian REITs, but I would think given the current economic situation in Msia,... no tenant would easily allow the REIT manager to raise the rental easily ! They can just move to another premise IF there is no legal binding,...

So,.. I think,... to maintain the yield-gap, the easiest way would be to drop the REIT's unit price,.... I invite opinions to my above opinion.... I'm afraid I'm more familiar with the SG mkt,....

Bro Foo,... if you look back at history, there were periods when the USD would WEAKEN even when the FOMC raise interest rates. I was surprised too when I saw this,... hence, it's not a 100% surety that the USD would strengthen with rising Feds rates,....

Or quantum,... eg instead of hiking 0.25%, perhaps hike by 0.50%,.....tonight ????

Apologies,.. you are right,... then 4.30% would need to 'rise to' 5.80% yield of a REIT for the REIT to remain attractive to investors,.... a difference of 1.50% is,.. okay,...

..what if the REIT is so-so only ??

Rental income collected is also unstable... What sort of yield-gap would investors demand then ?

high div yield compared to other REITs.... but then I saw Cherroy post that high div yield, then the risk is higher. So now I don't know how to decide.

I'm just a beginner btw.

Bro Cherroy,... I declined to comment yesterday when you mentioned this statement : Current Fed is not hawkish bias one, in fact, pretty dovish, and slow in raising rate.

At this morning's press conf at The Feds, the tone was exactly opposite, which I expected to be so. Three statements I made this morning,...
1)  As expected and ' priced-in' , the Feds announced a hike of 0.25% at 2.30 am this morning.
2) The more impt observation is that the tone of the Feds is now more hawkish, and there will be another two hikes this year.
3)  Then the mention of the neutral rate... possibly at... 3% at the current pace of economic trajectory  before they pause.

Said to be two times this year. And as you said three times next year,... then will be touching 3.25%,... above the suspected neutral rate already,... hmm,...

After yesterday's rate hike, it's now at 2.00%,... or 1.75% ???

I've no idea about this.

IGB just declared 0.0214 per unit dividend.

2.14 sen per unit comprising 2.12 sen taxable and 0.02 sen non-taxable for the second quarter ended 30 June 2018

I thought we don't pay tax on dividend?

1) so this tax cannot be claimed even if you earn below the minimum taxable income tax?

2) then actually it's not 2.14 sen per unit.
It's 2.12 * 0.9 + 0.02 = 1.928 sen per unit dividend.
It's a bit misleading to say 2.14 cent is the dividend, no?

Do you guys think market feel too optimistic for our reits? like 2-3 months already rebound 10-20 % for lowest point.

The chance of local interest hike is diminishing but if you're talking about US fed is different tone.

Since many of the reit hold by international institution, I am more interested what they doing with their holding in coming months.

The rising rate of Fed I guess in somehow will put pressure on our Reits especially sale by institution investors? 

just my thinking...

anyway I sold off my holding, prbably revisit again if my expected yield coming again

are you buying MQreits? or top up more? 

does value investing apply to REITs too??

most of the REITs I see are above their NAV, so they are all overvalued?

Is it possible to ask for dividend reinvestment? Is anyone doing it?

thanks! I think I read somewhere that you need to apply for it every time they declare the dividend?? Is that true?

and they said, I need to add a stamp hasil etc.