aim which one  share a bit   

AXREIT target berapa? Mau join jugak

ibgREIT my target 😊

Reit market is anticipating a rate rise in near term, until the interest rate issue being cleared up, reit market may still under depress for sometimes,
but I do not think it will be more than 0.25%, max 0.5% at least until year end.

Personally target
Axreit- 1.40
IGbreit - 1.55
Mqreit - 1.20
YTLreit - 1.15 <-- this is least being affected local issue (like BNM rate rise, properties glut, as bulk of income is contributed by Australia hotels.)

Buy in tranches with every 3-5 cents drop is downturn is preferred as we do not know when it is the bottom.

Thinking of swapping UOAREIT to AXREIT, primarily due to concern on office rentals in the near term.

Is it wise to do so even though AXREIT yield is lower?

I would says if one plan to hold REIT counters more than 7 years, collect slowly now could be a good plan.

ow are they preformed during the last recession?

I also bought pavreit yesterday. Seems good at current valuation

the last time we almost reach bond yield 3.5 was 2011. but the time if I am not mistaken there is an event that S&P & Moody downgraded US bond itself lol  .

risk premium for 2.0-3.0% is still consider low premium IMO. sometimes I just feel that the local institution fund here is too much money going for only very few quality companies for the sake of compliance and window dressing.

I guess the average yield after tax in Sgreits still higher than Mreits ?

Receiving a yield of 2~3% premium over 7 years period, means reit generate nearly 20% more than Cash(FD) over the period.

Don't look down the extra 2~3%, it could be significant over the long term.
Yes, I agreed risk is never small to start with.

As investors, we need to react to individual reit fundamental change.
CMMT fundamental is not the same as last time out.
Secondary mall outlook bleak + interest rate hike, double whammy.
But it may look attractive, if continue being sold down.

Reit won't have fantastic return over the long term, it is a yield play like bond, instead of equity.

For currency depreciation, every stock in KLSE also suffer the faith, not limited to reit.

This is reason, I would like to see MReit venture into overseas property, just like YTLreit
YTLreit is benefit from RM depreciation, through its Australia properties.

I understand how reit holders feeling, as current it is a reit bear market.

Reit are "battled" across due to rate hike recently, as well as potential mall and office space oversupply.

I guess reit market may be correcting to old day yield of 6.x~7.x% before bottoming.

US is actually looking at a  4 times hike this year with quarter basis point each time.

Most likely BNM (i wrote BN than i realise i forgot the M) will follow 3 times, our interest rate for Dec'17 went up very slightly.

Pretty bullish on 6 to 7% divvy yield.

For malls reit, outside of so called "top malls", I won't consider at all.
In current situation, IGBreit is actually blessed with no "diversification", and only has the only "top malls", which spared from secondary malls oversupply.

So, are u increased or decreased ur dividend portfolio now.. or still staying at sideline?