And yield isn't everything

U gotta look at revenue and earnings growth too

Even worse

MV parking full, ppl park at Eco City, walk over to MV

Malaysian Pipu lazy to walk 

Weakening ringgit will boost the retail sector by attracting tourist to shop in Malaysia compare to Singapore.

If no tourist visit malaysia then different story 

but MidValley position among middle class shoppers are undisputed

I wouldn't worry at least until the new Pavilion is up and running

Based on my last read on MQreit, in my memory (if my memory still intact) yes, there will be some dilution effect, and I expected around 6% or so at current pricing of 1.2x.
While if not mistaken, Menara Shell is under long term lease, so it does provides steady income for near term.

1.00~1.2 level may be a bargain then.

With treasuries yield creeping higher as well as MGS, we need >6% on reit to justify the risk taken.

Well its all because of MV..
One of the top mall in Malaysia..
Always full with people.. Find parking also nightmare 😊

In a report, the house says in the borrowings of most MREITs, more than 70% are on fixed rates, except for Pavilion REIT (PAVREIT), MRCB-Quill REIT (MQREIT) and Axis REIT (AXREIT), where less than 30% of their borrowings are on fixed rates.

Growth I think is SunReit.. Because big boss says want to increase the portfolio bigger to 10bil by year 2020 from 7bil currently 💪

u can't never go wrong with THAT Mall Reit 

long tenant waiting list, huge crowd during weekends.. nightmare on finding parking