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 M Reits Version 7, Malaysia Real Estate Investment

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cherroy
post Dec 10 2015, 01:35 PM

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With bond yield rising and Fed rate hike incoming, reit won't have good time ahead.

So be prepared to hold long term if interested in it.
Reit price won't "explode" to upside like last time when QE at its height time.
cherroy
post Dec 10 2015, 04:29 PM

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QUOTE(TC-Titan @ Dec 10 2015, 03:58 PM)
wow... what's happening to IGBReit. Someone's target price to buy at 1.27 hit jor
*
Waiting at 1.25... tongue.gif
cherroy
post Dec 10 2015, 04:31 PM

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QUOTE(Pink Spider @ Dec 10 2015, 04:30 PM)
I'm gonna try jump queue at 4:49PM brows.gif
*
Put buy at 1.30? biggrin.gif
cherroy
post Dec 11 2015, 02:14 PM

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QUOTE(fkinmeng @ Dec 11 2015, 12:29 PM)
why igbreit keep dropping but uoareit maintain? sad.gif
*
IGBreit has a lot institutional investors and foreign investors as compared UOAreit, or in other word the liquidity of shares is more.

When you have only a few investors and those investors are not keen to sell, then there is little seller in the market.
No seller in the market, price won't drop.
cherroy
post Dec 15 2015, 11:08 PM

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QUOTE(nahtanoj @ Dec 14 2015, 07:39 PM)
10 yr MGS at 4.358% i think is among highest in 5 years. Is it time to dump before reit start to drop ?
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Reit generally has dropped across for the last few months already.
cherroy
post Dec 28 2015, 11:48 PM

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QUOTE(pisces88 @ Dec 28 2015, 12:07 AM)
wa this kind of building if the agent manages to sell off, instant millionaire  laugh.gif
*
Do you think the buyer who can buy ten or hundred million worth property will simply source through an ordinary property agent? whistling.gif


cherroy
post Dec 29 2015, 02:09 PM

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QUOTE(Pink Spider @ Dec 29 2015, 12:40 PM)
KLCCP is most exposed to O&G.

Atrium are...logistics
Axis are...industrial mainly
MQREIT pulak...mainly data centres
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I find MQreit yield quite attractive currently.
7.5% net, if dropped to RM1, then 8%.
cherroy
post Dec 29 2015, 02:25 PM

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QUOTE(felixmask @ Dec 29 2015, 02:10 PM)
mostly offpiz....8% nice  sweat.gif  ???
company downsize...even DELL
chasing 10%  thumbup.gif
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As long as there is "stability" in term of lease, 8% is an attractive figure even for office space.

Much better than individual bought residential that only yield about 2% only. tongue.gif


cherroy
post Dec 29 2015, 02:40 PM

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QUOTE(Pink Spider @ Dec 29 2015, 02:28 PM)
tapi ada wonderful capital gains provided u won't live to see property price collapse whistling.gif
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Self owning property is tedious and liabilities.

Buy reit, do nothing, sitting home waiting dividend.

Self owned property,
liabilities to pay assessment, maintenance fee, insurance, liabilities for repairing/renovation cost, touch up cost, search for tenants, if unlucky need to deal problematic tenants that may spoil your house, no pay, then really headache.

Reit also got wonderful capital gain as well if one buy at right time.

cherroy
post Dec 30 2015, 10:09 AM

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QUOTE(Pink Spider @ Dec 30 2015, 09:54 AM)
shocking.gif

And Wangsa Maju apartments macam haunted houses also can rent well, cos ada LRT and TAR College laugh.gif

If talk like that, UOAREIT need not worry much, their properties are all near to public transportations hmm.gif
*
I taught Bangsar is one of prime location for office space or no?

Those properties at prime location generally will be the last hit.
The worry is always those secondary outskirt location.
cherroy
post Jan 13 2016, 04:29 PM

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QUOTE(SSblack @ Jan 13 2016, 03:45 PM)
What happen to cmmt?? Price keep on going up?? Any specific reason for this BBB mode??
*
Dividend coming soon... wub.gif
cherroy
post Jan 13 2016, 09:09 PM

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QUOTE(~HL~ @ Jan 13 2016, 05:45 PM)
When dividend distribution is near , the price will go up ?
*
Normally it did inch up a little.
cherroy
post Jan 13 2016, 09:18 PM

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QUOTE(CP88 @ Jan 13 2016, 09:13 PM)
Bro cherroy ada top up ka? brows.gif
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More than 7.5 ~8% yield only consider top up. tongue.gif

cherroy
post Jan 21 2016, 10:43 AM

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QUOTE(TSOM @ Jan 19 2016, 09:59 AM)
I think BNM is not likely to raise interest rates this year.

what do you think?
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The chance is almost zero for rate hike, with oil price sliding and economy slowdown.

In fact, if RM stablise, a cut within later this year, may have a high possibility as well.

cherroy
post Jan 21 2016, 03:20 PM

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QUOTE(Pink Spider @ Jan 21 2016, 01:35 PM)
Shit. See PAVREIT latest results. Topline growth merely 3%. Wonder how will IGBREIT do hmm.gif

Should I reduce IGBREIT holding ahead of its results announcement hmm.gif
*
CMMT result also quite disappointing as well.
cherroy
post Jan 21 2016, 03:53 PM

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QUOTE(Pink Spider @ Jan 21 2016, 03:25 PM)
So, how about your favourite MQREIT? Optimistic to hold? tongue.gif
*
Should/may be.



cherroy
post Jan 23 2016, 02:22 PM

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QUOTE(Pink Spider @ Jan 23 2016, 12:13 PM)
Seem ok with most lease won't be expiring at least in 2 years time.
So a rather stable dividend within 2 years down the road can be foreseen.

With economy slowdown and oil price crashing hard, the immediate risk for reit is ability to renew their expired lease.


cherroy
post Jan 25 2016, 11:23 AM

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QUOTE(TSOM @ Jan 24 2016, 11:23 PM)
thanks!

Would you say now is still a good time to put money into REITs, since the interest rates is so high now at 4.5%??
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Simple, if FD rate is 4.5% and heading higher, reit become less attractive.

Reit yield should be always command about 200~300 basis point above (or in other word) FD rate offering, to justify the risk taken.
cherroy
post Jan 26 2016, 02:18 PM

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QUOTE(Pink Spider @ Jan 26 2016, 11:43 AM)
That is promotional rate, board rates are still below 3.8% AFAIK.

REIT yield can grow...as REIT earnings can grow.
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With potential easing bias by BNM, it provides some support to those reit who have stable lease one.
cherroy
post Jan 26 2016, 02:18 PM

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QUOTE(Dividend Magic @ Jan 26 2016, 12:06 PM)
why why?
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IGBreit is going to release quarter result, and its dividend soon.

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