Condo different lah.. you get capital gain...

At current prices IGB is trading at 1.07 vs NAV and Pavilion at 1.25 vs NAV... manade capital gain lagi 

In fact ALL the reit is trading at 10%-50% premium to NAV now..

If you say like that.. SG condo rental yield even more tiny...<1%

But the REITs are trading at 5.5% - 9.5% yield.. so how?   

Why such a big discrepancy? 

Market not efficient?> 

or everyone thinks MYR > SGD in near future? 

maybe the "big money" thinks that:
1. interest rate gonna fall in near future? therefore justifies the premium over fd?
or
2. potentially significant gain(in myr terms) from asset revaluation? therefore justifies the premium over nav?

or just silly money chasing over silly prices 

Why no consider the capital gain? IGB Reit gained 28% over the past 12 months.

Lets see how low it can get.. see can breach 4% or not

After searching I think the is because of 'carry trades'.. 

Carry trade is no longer usd. Now the hedge funds are pairing sgd or jpy trades. These currency still have low interest and is linked to usd weakness. For example sgd/inr is a favourite pair.

But then again you might be right, as i check all the reit holdings have very little foreign holders....

Flight to safety also does not make much sense as you can see there is prolonged weakness in solid divvy stocks like nestle or heineken. Some of these now out yield the reits.

Nestle is about 3.5% at current prices . Heineken is about 5%. Both counters has fallen quite a bit from six months ago.

If you compared to something like Al-Aqar reit which is yielding gross 4.12% or  3.7% net, which counter is better?

One got consistent growth the other almost no growth. 

You never know at this craze.. it might happen.. 

My reit holdings has already given me 8-10 years of dividend in form of capital appreciation. 

IGBREIT is safe,... if you dump this REIT, you must be able to find another REIT to place this,... will you be able to find one which has the same qualities as IGBREIT ?

So the REIT manager of the malls must pro-actively secure better tenants to attract foot traffic to their malls

I'd never hesitate to take Heineken since Pink Spider is a drinker.

Bro cherroy,

Did you sold some MQ or you're still holding onto it? The yield are getting lower

Itching to reinvest my igbreit which i sold off during the price rally.

Nah.. dont have the size to compete with mid valley.

I still like the reit.. but dont like the price. Will come back if can get 5.5% net yield.

Speculative.

IGB Reit mother IGB corp takeover offer by Goldis...

Chase what yield? 4+% also mau kah?

Better go buy Carlsberg share, dapat 5%...easy

4+% Not much different compared to FD..