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M Reits Version 7, Malaysia Real Estate Investment
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wodenus
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 Nov 20 2015, 01:00 PM
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QUOTE(Pink Spider @ Nov 19 2015, 09:16 PM) But...why bet on "hope" when there are clear better performers out there? Sovereign risk is the least "risky" risk anyone can take. Asset value is not going down unless the government goes under.. and they aren't allowed to sell anything under 90% of asset value. It is now 65% of asset value, so we are looking at a 25% appreciation from current prices should the fund collapse, and that is only based on current valuations. This post has been edited by wodenus: Nov 23 2015, 04:26 PM |
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wodenus
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Nov 23 2015, 09:35 PM
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QUOTE(Pink Spider @ Nov 23 2015, 06:04 PM) What weakness in office properties? UOAREIT net income up 4%  2015 Q3 results here: http://disclosure.bursamalaysia.com/FileAc..._FR_ATTACHMENTSit's about 3.3% above NAV now.. so yeah  |
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wodenus
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Nov 28 2015, 04:59 PM
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QUOTE(gark @ Nov 28 2015, 04:35 PM) Singapore have no free hold land.. everything is lease hold.. typically for 25-30 years only. Some S-REIT have remaining lease-hold life on their properties less than 10 years. This is a time bomb for those investing in S-REIT, as the REIT WILL have to raise money sooner or later to re-buy the land (at future prices!) to extend the leasehold. That is why S-REIT have such high spread. Very very important figure for those wanna invest in S-REIT.  Other important figures are plot ratios (Total net lettable sq ft/land sq feet), as S-REIT can boost income by destroying the investment property at below the max plot ratio and rebuild one to the allowed max plot-ratio. Lower yielding REIT mostly have lower plot ratios...to compensate for future expansion  S-REITs are whole different animals.. Well spotted.. |
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wodenus
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Nov 15 2016, 01:18 PM
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QUOTE(djhenry91 @ Nov 15 2016, 09:59 AM) sikit drop only.u go see IGBREIT baru huge drop few day ago Expected after the Komugi mice issue. |
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wodenus
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Dec 22 2016, 10:01 PM
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QUOTE(Pink Spider @ Nov 30 2016, 06:34 PM) Me too, was waiting for IGBREIT to drop below 1.50  "just take the seller lah" like you always tell me |
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wodenus
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Dec 23 2016, 11:15 AM
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QUOTE(Showtime747 @ Nov 30 2016, 08:09 PM) Where is the "today I bought Sunreit at 1.67 and sold for 1.74 ? Another good weekend family meal... " ? Ha.. yes that guy.. tried it for a while.. makes money but so much work. If we're targeting prices we can't just sell or buy at any price.. and waiting for the price sucks. Would have been way more profitable and less risky to get a part-time job lol This post has been edited by wodenus: Dec 23 2016, 03:42 PM |
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