You should sell it when it started to go downtrend. i did. But in fact i regretted also at first.
I have changed my strategy only collect when its low. when it go downtrend, I should not sell it. But now Covid pulak.

Unless the business is bad. As of now, u wont go wrong with SUNREIT, PAVREIT and IGBREIT. Just go there and sit for half day you can tell.
But now Covid so I think its hard. its cheap now but Im not buying until 3Q only decide.

Anyway, its still on the downtrend for most of them, It might/will still go lower I believe.

This post has been edited by knight: Apr 11 2020, 02:19 PM

People are in fear. Yeah, we should. So even if lifted, people going there will be like cut half. Some small shop will close shop. Some will convert to online business. It will really take some times to recover.

This post has been edited by knight: Apr 11 2020, 02:21 PM

If not mistaken mostly are office. Are renting offices doing good nowadays???

Sunway? they own hotels

Thats why office reits are not so attractive nowadays. Our city has overbuilt offices. Just which 1 are more preferred only.

This trigger me to think instead of Malaysian cross boarder everyday to Singapore, why they never thought of having their company in JB, and let Singaporeans come over to JB daily for work?
Rental Cheaper, everything is cheaper. Probably they don't need to pay Malaysian so much either.

Probably. But logically it make sense to move their business here. They dont even need to rent and able to buy their own buildings and lots of space. But i think its by law coz if everything goes to Malaysia, Singapore shipping business will be gone.

Well. Many HQ start to move into Malaysia since two years ago. Anyway, just say only la. but I think its mainly because of law and restriction.

Possible wor..

Midvalley still many people will go. Pavillion will be harder, Sunreit also have hotels.

drop alot very hard to cut lost 1. I would suggess if can just top up and keep for years to come. If got good stock then ok lah.

Normally I would sell all when it start goes downtrend. if up trend wave I will slowly topup.

Things that goes up will come down. Things that come down not necessary will go up. Thats the very scary part.

You see. Before this, there's alot of empty offices. After the Covid, companies will also try to reduce people working in office and let them work from home. This will be a new trend to have employee working at home and the best part is they can hire anyone across the region/world with this new trend.

Anyway, I think still will have to look at their Annual / Quarter report. How many occupancy? I wont go look at office now. The is more supply than demand now. For KLCC, later you also will see people moving out and move to TRX there. KLCC also will gradually drop its rental as well.

3years really hard to say.

Thats why sometimes still better sale when its downtrend.

Want buy, can buy abit but we dont know when covid ends. As of now YTLreit probably can do local business at a lost.
At the moment I think go for other stocks bah. IGB or Pavillion will be better than YTLreits right?

Absolutely agree what u said. If you know its going down further, Sell it and buy back later. Make a last stop lost rather than hoping.
Sometimes hoping is a big mistake even thought people say have to be patient. But I say, if we really wanted to buy, look at their business.

Well, still if have interest in reits, it maybe a good time to enter. Just be careful which you buy.
Personally I would not touch any that related to offices, and Hotels.
But sunreits I might still consider. Hehe.

IGBreits should be a good buy compare to Pavreits. Buy slowly.

I have few friends who speaks like you and are those who fall hard.

Anyway, just to let you now Reits are different thing compare to stocks like TG.

Property is a risk. I sold all off during September last year. But slowly buy back but wont go for anything related to Hotel and Offices.

Bank is a good stock for dividend.

Why KLCC where later people will put their attention to TRX?

With oversupplies of office in KL + post pandemic, I think most office operator might lost alot of customer.
With the increase of empty offices, price will drop. Company will hunt for the best price in KL area. So basically this will affect the earnings for offices.