QUOTE(thxxht @ Aug 8 2019, 02:02 PM)
can anyone comment on ALAQAR reit? they are all healthcare/hospital related. The yield is low but price is climbing steadily. Healthcare business seems to be very lucrative nowadays, especially private hospitals.
QUOTE(Ancient-XinG- @ Aug 8 2019, 05:07 PM)
If you think like that better go for IHH and KPJ.
I've IHH. Not much movement to be honest.
Feel like selling it already.
QUOTE(Cubalagi @ Aug 8 2019, 06:52 PM)
I have 0 M-Reits exposure atm.
The prices of the "usual suspects" Reits have gone up a lot this year and I don't find the current yield of 4+% or low 5% attractive enough, considering the overall economic sentiment. I rather go buy divvy blue chips which can offer nearly the same or better yields and with higher potential capital upside.
So, if I have extra money n I must buy Reits, I will chose either between 2 extremes:
a) the "most solid" REIT, n that's KLCC stapled with a 4.68% DY, strong anchor tenant(Petronas) and low debts levels. I'm pretty certain it can withstand recessions.
Or
b) the small higher risk Reits with 7+% yields like Amanah Raya, , Amfirst or Kip. This is more for an income booster to the portfolio. Of course, i won't put the same amount of money in these Reits compared to KLCC.
The ones in between are not interesting enough IMO.
That's my thinking anyway...
Agreed!!
The KLCC is very solid but the DY is not very appealing to me. The price is very stable and almost doesn't move at all.
Others like IGBREIT, SUNREIT, PAVREIT are already so pricey so their DY is also not very attractive.
This post has been edited by moosset: Aug 10 2019, 12:08 PM