M Reits Version 7, Malaysia Real Estate Investment
M Reits Version 7, Malaysia Real Estate Investment
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May 27 2016, 05:04 PM
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#541
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Senior Member
16,872 posts Joined: Jun 2011 |
Mana unker gark??? IGBREIT 1.60...sell sell sell
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May 30 2016, 01:34 PM
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#542
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jun 10 2016, 04:56 PM
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#543
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Senior Member
16,872 posts Joined: Jun 2011 |
MidValley...closing at 1.60
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Jun 30 2016, 09:47 AM
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#544
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Senior Member
16,872 posts Joined: Jun 2011 |
IGBREIT at 4.6% net yield and u all selling
Yet KLCC at <5% some still keeping? |
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Jun 30 2016, 11:24 AM
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#545
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(Orang Sabah @ Jun 30 2016, 11:23 AM) Yeah, decided to sell some IGB REITS and take profit. My aunt worked in one of their buildings. Management is good and almost fully occupied.The yield compressed so much that I think it is overvalued, but guess the price level remain supported in near term due to funds buying into selected M-REITs. For those who have invested in UOAREITs, could you share your view on its management track record so far in managing office portfolio? do you see rising vacancy rates in its office portfolio? |
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Jun 30 2016, 11:38 AM
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#546
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(Orang Sabah @ Jun 30 2016, 11:33 AM) Thanks Pink Spider 1) This is not disclosed if I'm not mistaken1) Are we able to find out its weighted average lease expiry (WALE) profile to gauge how many % of its lettable area up for renewal in next few years? 2) Usually, any insight into what sort of rental reversion rate achieved by UOA REIT in the past? 3) What do you think of the potential office glut in klang valley, would it impact UOA REIT significantly? 2) If my memory did not fail me, around 2% recently. Not disclosed, but u can roughly work out by taking revenue and compare against past revenue 3) Moving office is not fun at all... |
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Jun 30 2016, 03:51 PM
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#547
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(Orang Sabah @ Jun 30 2016, 03:47 PM) Thank you pink spider! MQREIT@Quill discloses more in its quarterly announcements.Wish they could disclose more info haha. So far, I think SUNREIT's disclosure is the best among M-REITS. Sure, I will work out the historical growth rate, because I thought if we could assess the WALE, at least we can form some opinion on future rental reversion potentials. I agree that moving office is not fun at all, there are a lot of factors to be considered I.e cost & benefit. Hence I think UOAREIT could still sustain its earning and distribution level. Thanks ya! will study UOAREIT in details But risk of MQREIT vs UOAREIT is different... MQREIT mainly made up of single tenancies i.e. one building-one tenant Whereas UOAREIT is made up of a number of small tenants for each building |
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Jul 1 2016, 01:39 PM
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#548
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(Bonescythe @ Jul 1 2016, 01:23 PM) Considered the equity pump in, enlarge share base.. this will dilute earning and be a drag on pavreit total eps as well if damen doesnt perform.. +100When u pump in additional equity, must ensure that the additional moolah works as hard if not harder than existing equity, else EPS would be dragged down. |
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Jul 13 2016, 06:06 PM
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#549
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jul 14 2016, 04:35 PM
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#550
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Senior Member
16,872 posts Joined: Jun 2011 |
Those who panic bought into IGBREIT must be crying now
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Jul 14 2016, 05:31 PM
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#551
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jul 19 2016, 08:05 PM
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#552
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(cherroy @ Jul 19 2016, 11:00 AM) Then it becomes like property developer... If become like property developer like UOADEV with 6% divvy yield, why not? Reit is appealing to investors is because its yield, and alternative way of rent collecting. By allowing Reit involves in property development (buy a land and build a building), it just means money needs to lay out for the development and at least few years without any income, which defies the original purpose of Reit. Mind that Reit generally doesn't have much cash due to 90% payout ratio, hence it just means the reit may need to borrow more for the development cost needed. So it is best interest for SC to limit the allowable for buying vacant land for developing. There are property developers that buying vacant land, develop into malls or offices and make an rental income afterwards. I do not see why reit must directly involve in property development. Reit supposely an passive income generating instrument, involving into direct property development, it become more "active" and expose to more risk already. |
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Jul 22 2016, 10:46 AM
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#553
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jul 22 2016, 11:06 AM
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#554
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jul 23 2016, 01:59 PM
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#555
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(wil-i-am @ Jul 23 2016, 12:33 PM) REITs are back in vogue Allow me to use some /k lingo...http://www.thestar.com.my/business/busines...-back-in-vogue/ Anymore legs to move higher? » Click to show Spoiler - click again to hide... « And... » Click to show Spoiler - click again to hide... « |
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Jul 26 2016, 10:32 AM
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#556
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Senior Member
16,872 posts Joined: Jun 2011 |
IGBREIT on steroids again
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Jul 26 2016, 01:39 PM
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#557
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jul 26 2016, 02:58 PM
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#558
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Senior Member
16,872 posts Joined: Jun 2011 |
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Jul 26 2016, 05:50 PM
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#559
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Senior Member
16,872 posts Joined: Jun 2011 |
IGBREIT results out, not as pretty as hoped, flat:
http://www.bursamalaysia.com/market/listed...cements/5157561 |
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Jul 26 2016, 11:07 PM
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#560
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Senior Member
16,872 posts Joined: Jun 2011 |
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