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 M Reits Version 7, Malaysia Real Estate Investment

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tehoice
post Aug 30 2016, 09:50 AM

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actually what's the reason you purchase into reits? for it's higher than FD dividend payment, stable business model?
tehoice
post Aug 30 2016, 11:25 AM

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QUOTE(Pink Spider @ Aug 30 2016, 10:40 AM)
Yield.
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QUOTE(nexona88 @ Aug 30 2016, 11:19 AM)
Well it's depend on individuals..
Some are in for the dividend.. Stable income..
Some are for growth + dividend..
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so it's for the stable yields. hmm... .guess i should look into the reits that you guys hold. brows.gif
tehoice
post Aug 30 2016, 11:34 AM

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QUOTE(Pink Spider @ Aug 30 2016, 11:29 AM)
Less hassle and more liquid compared to if u invest in real estates.

No need find and manage tenants.
No need worry about maintenance.
No need worry about tenants not paying up.
Anytime can sell a portion to raise cash - if u invest in properties, and u need RMx,xxx, can u sell your kitchen or a room or the balcony? When sell, kena sell the whole thing. tongue.gif doh.gif
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but it feels very different if you actually own the building yourself. drool.gif
tehoice
post Aug 30 2016, 11:55 AM

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QUOTE(wil-i-am @ Aug 30 2016, 11:35 AM)
I presume u owned a few properties in KV
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yup, i don't deny it. rental yield not bad yo! about 10% per annum. but havent factor in the installment though.


QUOTE(Pink Spider @ Aug 30 2016, 11:48 AM)
I not so keen, mafan sleep.gif
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it depends. property is still one of the safest and most attractive investment, over the next many many many many years.
tehoice
post Aug 30 2016, 12:07 PM

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QUOTE(wil-i-am @ Aug 30 2016, 11:57 AM)
OMG... Yield @ 10%  notworthy.gif
Can share project name?
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one of the projects in ara damansara

QUOTE(Pink Spider @ Aug 30 2016, 11:58 AM)
Sudah tolak assessment, maintenance and other bills bo?
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that's just gross yield only. if factor in everything including installment, maintenance fees, assessment, quit rent. ngam ngam cover only. so technically i no need to pay to own that property...
tehoice
post Aug 30 2016, 02:44 PM

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QUOTE(wil-i-am @ Aug 30 2016, 12:10 PM)
PM me d name
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pmed.

QUOTE(donhay @ Aug 30 2016, 12:21 PM)
Awesome investment
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ok ok only. pure luck.

QUOTE(nexona88 @ Aug 30 2016, 12:51 PM)
10% gross yield is quite good  rclxms.gif

you're very lucky.. some of us the rental cannot cover all, needed to add some bruce.gif  dry.gif

but looking forward some increase in rental which hope can cover soon  smile.gif
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i guess i was kinda lucky when i first bought it. as my first property and investment.

QUOTE(Pink Spider @ Aug 30 2016, 01:35 PM)
Your instalment is your capital.

To evaluate yield, take your rental income tolak all your expenses.

Low/mid cost apartment?

Nowadays, mid to high ones yield barely 4% sweat.gif
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it's a soho. not the high end ones. i would say mid cost type. but the property value appreciated by some 25% already. so the gross gain is pretty decent for a property in such a short period of time given the boom has reach its peak recently, which slow down for a moment for now.

the rental can only gets better. the gross rental was based on the value when it was without the LRT. now lrt is already in operation. but too bad my tenancy still have a year to go, otherwise i also wanna raise ad hahaha...

the lrt station is attached to the building btw..
tehoice
post Aug 30 2016, 03:15 PM

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QUOTE(Pink Spider @ Aug 30 2016, 02:45 PM)
SOHO...cannon room brows.gif  devil.gif
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lol.... i rather rent it out....

if need to cannon, just pay the hotel fee la.... so much cheaper than using it myself. hahahha.....

tehoice
post Aug 30 2016, 04:49 PM

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QUOTE(cherroy @ Aug 30 2016, 03:22 PM)
You can't compared the yield like that.

Investment in reit, you pay 100% cash (set aside those using margin account one), dividend received is your net yield.

For self owned property, if one is not buying full cash, and taking a loan, means it is a leveraged investment.

So the risk and reward between them are different.
One is investing with cash, one is investing using loan.

In order to compare directly reit with self owned property, we need a cash purchase property to start with.  smile.gif
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agreed it is collaterisd, but, it is sort of like risk-free. as in, the property value wont crash like shares.
tehoice
post Aug 30 2016, 09:30 PM

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QUOTE(wongmunkeong @ Aug 30 2016, 04:58 PM)
er.. property value won't crash like shares - like -20% -30%?
or -80%?

can share the long term 20 years/more data ka?
i'm curious - kind of newbie exploring real physical properties
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as in, wont crash into worthless.... unlike shares, can crash into half a cent, literally worth nothing.

QUOTE(cherroy @ Aug 30 2016, 05:09 PM)
A reit share is not a liability.

While a vacant property is a liability, one needs to pay maintenance fee, quit rent, assessment etc. 

While for a collaterised loan, whereby one needs to ensure income stream to service the loan repayment.
Property price may not crash down to zero like some poor share, but there are vacant property hard to sell, hard to rent out as well if the property at wrong location.

So risk exposure is different in between them.
It is about how one comfortable with the risk taken, we can't say which is better.  smile.gif

Reit - easier way of artificially own a property and rent out.

Owned property - a leveraged investment that can maximize the return if situation favourable, but at the expense of hassle (collecting rent, transaction), more liabilities and risk taken in between.
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yup, agree with you. easier way to own via reits, though not you owning it personally.

QUOTE(Showtime747 @ Aug 30 2016, 05:26 PM)
Walao...pm me the name also  thumbup.gif

How much you bought last time and how much you rent now ?

Nowadays price susah cari 10% return (even 5-6% also susah). Have to hold many years later then maybe... when rent increase

Like those bought >10 or 12 years ago condo/apt. Bought 180k-200k. Rental net 2.2k pm, no more loan. Yearly 13%-14% before tax based on cost price.

Real property is a very long term game. High risk and semi-passive
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QUOTE(Showtime747 @ Aug 30 2016, 05:31 PM)
If unlucky buy wrong place, then cannot rent cannot sell. Not risk free lah...Some shophouse, those front row facing main road huat arr....but those behind nobody rent and nobody want to buy...cry also no tears

You have good 眼光 that's why you bought good property and now enjoy high return

I also like properties  thumbup.gif
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really just lucky bro, that time i know nuts...


QUOTE(Pink Spider @ Aug 30 2016, 05:46 PM)
Those are for shady businesses brows.gif
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QUOTE(Showtime747 @ Aug 30 2016, 06:04 PM)
Got popiah ?  wub.gif
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those places pinky knows best. brows.gif brows.gif brows.gif
tehoice
post Sep 1 2016, 09:22 AM

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QUOTE(knight @ Sep 1 2016, 05:16 AM)
Hi guys,  I'm new here.  I want to try but I don't know where to start with.  I saw those REIT invested on office lot but I'm afraid that many company is moving out and left empty space so sounds dangerous. YTL looks good as its a hospital. At least looks stable.  Pavilion and Sunway are malls and mixed. So, come back to that point,  I need someone to punch something that I maybr missing out. Which REIT most of u buy?
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seems like you should update your homework already. buy the one that you are most comfortable with, look at their assets, rental income, crowd, etc etc. no need to follow ppl.

QUOTE(twinkle5129 @ Sep 1 2016, 07:56 AM)
ok. Thx. Wonder what is the attraction attending AGM? I'm just a small investor. Is it worth attending?
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if you have not attended before, it's interesting to attend, some of the BIGGGG ones. those small ones no point going la.

but i have never attended sunway AGM before so cant comment. suppose you can go and have a look to broaden your mind.

some aunties and uncles ask very funny questions. mainly is just to ask for more food, special door gifts, etc etc...
tehoice
post Sep 1 2016, 09:23 AM

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QUOTE(twinkle5129 @ Sep 1 2016, 08:25 AM)
oh.... the scary one is the traffic jam later on my way home. not worth the effort...

Praying for Sunreit to drop below 1.70 today. biggrin.gif
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so you gonna buy in if drop below 1.70? brows.gif
tehoice
post Sep 1 2016, 09:47 AM

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QUOTE(twinkle5129 @ Sep 1 2016, 09:33 AM)
Traffic jam is a headache from my side. Stress thinking about it now. Maybe if they give free overnight stay at one of the hotel... hmm.gif
Pray & pray for it drop further. Sold some last week at 1.74- 1.77. Now, I think only BIG players buying and dumping among themselves.
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it's a choice you gotta make lor.... if not just skip it. not a compulsory thing, giving free overnight stay is possible, but i dont know if this is the practice of sunway, i used to get hotels voucher from other group.

QUOTE(aspartame @ Sep 1 2016, 09:42 AM)
If the AGM starts at 3 p.m....few questions

-is it punctual? can we go and register at 2:45 p.m.?
-the meeting itself lasts how long?
-when is food or drinks served? before , after, or in between?
-when is the whole thing expected to end?
-normally how many people will attend? like 50 or 200 or 500?
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-you can register before the registration counter close. no harm going bit early.

-meeting last how long? it depends, on the agenda, questions ask, answers, etc etc. i have seen meeting that lasted only 15-20 minutes. also seen meeting that lasted 5-6 hours. so can be anything in between.

- as above. finish when the last resolution is being passed.

- how many ppl to attend? i have seen some small ones like 20 ppl and some HUGE ones like more than 3k people attending.

go and take a look yourself, no need to ask all these lar.
tehoice
post Sep 1 2016, 09:48 AM

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QUOTE(Pink Spider @ Sep 1 2016, 09:46 AM)
For straightforward companies, AGMs usually end very fast. Not much questions asked from the floor.

Usually punctual.

Refreshments can be served at the ballroom before the AGM, but usually it's after the AGM.
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hi pinky kor!
tehoice
post Sep 1 2016, 09:53 AM

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QUOTE(Pink Spider @ Sep 1 2016, 09:48 AM)
Hi Panini Boss blush.gif
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i wish i am, but i am not, just hold some super duper tiny shares like 0.0000000000001% of the company. hehe

how is it going?

how about UOA Reit? office reits can jalan ka?
tehoice
post Sep 1 2016, 10:42 AM

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QUOTE(Pink Spider @ Sep 1 2016, 09:55 AM)
Another counter regretted selling doh.gif

Dun la pagi-pagi rub Ajinomoto into my wounds sad.gif
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lol......... i didnt even know you had it before also....... dry.gif
tehoice
post Sep 5 2016, 09:23 AM

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QUOTE(Showtime747 @ Sep 2 2016, 12:03 PM)
Xinquan good. Price 0.11, NTA 2.32. Cash on hand RM900m.

Msports also good. Price <0.05, NTA 0.97. Cash on hand RM500m I think

What can go wrong with a cash rich company ?

Believe me. You go Sailang  biggrin.gif
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wahlao weh. red chips company, you mau ppl to die meh?
i got burnt kau kau last time on Chua Soi Lek, one time enough with red chips already.
tehoice
post Sep 5 2016, 09:25 AM

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QUOTE(cherroy @ Sep 2 2016, 02:40 PM)
Please be reminded this is a Mreit thread.

So please stick to reit issue.
Ty.
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ok sorry. was looking back from the previous pages. shall stick back to reit on this thread.
tehoice
post Sep 5 2016, 09:29 AM

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QUOTE(Pink Spider @ Sep 2 2016, 11:50 PM)
doh.gif

You just reminded me why I can't mix with educated, middle-class and/or "cultured" people doh.gif
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i am sure you can mix with me. i'm a thug who doesn't study at all. hahaha...

by the way, mana find your vietmoi in your avatar previously? lol.

QUOTE(djhenry91 @ Sep 3 2016, 12:27 AM)
if TS MIA need someone become new TS to open new version..long overdue liao..
no open new version MREIT not huat leh
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If TS MIA ad, pinky can take the baton la. his name emerged as the top 30 on the annual report already! flex.gif

back to Reit, i'm eying on UOA Reit, not too many are doing office reit, even if they do. i think UOA has better assets based. what do you guys think?
tehoice
post Sep 5 2016, 09:57 AM

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QUOTE(djhenry91 @ Sep 5 2016, 09:40 AM)
mainly on office ar..but not suit my liking..i not sure other la..
i prefer reit got diversify portfolio..
need other sifu comment on UOAREIT
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okay. but what's your rational? cos it's not diversified enough for you? solely?
tehoice
post Sep 5 2016, 10:25 AM

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QUOTE(djhenry91 @ Sep 5 2016, 10:03 AM)
actually if i want to buy REIT counter..
i prefer REIT focus few type of portfolio like office,mall,hospital,university and so on. So if office rental doing not well, at least got mall,hospital and so on
if REIT focus only one example office, what if office demand less thn supply might affect the rental income..
this is my way if i want to buy REIT la..
other sifu i not sure how they choose reit la
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QUOTE(djhenry91 @ Sep 5 2016, 10:14 AM)
Sunreit is one of my watchlist hehe..jussss $$ takda lagi
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noted on your point.

QUOTE(wil-i-am @ Sep 5 2016, 10:08 AM)
If u like diversify, perhaps u may consider Sunreit
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sunreit is definitely on the radar. but just not sure when to enter. big problemo.... hmm.gif

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