Hahahaha, thank you very much. Just downloaded. Never knew KLSE has Annual Reports section.

Queing UOAREIT at RM 1.09 , 1.08 anyone eyeing this counter?

not worth to buy at above RM1.00?

Then why atrium does not move much compare to other reits? Any other bad news?

I beliv all the reits have low liquidity issues... and they have secure the ceva logistic tenants for the next 3 years ....

I beliv the current price weakness for atrium are due to their single portfolio of their properties... which is in warehouses only... .if economy turn worst ... whixch means all import and export will be affected... so can they still renew thweir tenant which are going to due next year....But at least i know 1 out of 4 properties tenants already renewed and with higher rate compare with last time from ceva of approximately 40k extra per month.......However.Risk is there for atrium...

but i made up my mind to enter 1100 lots of atrium at 0.64 and 0.645 sen last friday... one of the reits fans now  with dividend of 8 sen ... the DY is 12 - 13% ....but not sure can sustain or not in future as worries for their 3 properties tenants which are going to expire next year.....

say someone buying at that prices last week and wondering who was that. ?? :-)

I've been looking at this counter for some time, there is still ongoing dumping though. for what reasons not sure.

Also, current yield is more like 10% as the last payout was only 1.6cents vs their normal 2cents +-

If the revaluation results in paper gain, then how do they distribute the earnings? Is the distribution by cash, or they give you additional units? How's the DPU calculated?

Operation earnings: 40
Revaluation earnings: 60
Net earnings: 100

Distribution 90%: 90

Since the 60 paper gain is non-cash gain, where is the REIT going to find the cash to distibute? (PS: I'm looking at this like I'm seeing how companies distribute dividends.)

Can they use their rental to service their loan? and reduce in term of dividend?

Ops sorry my mistake 

But i wonder y reits will find hard to refinance their loan eventhough some of their debts level are high. as long as their business can sustained and able to service their loan or pay their bond to their bond holders....As long as the company fundamental still maintain strong should be not hard to find loan .

hi all,
Noticed Tower REIT on a strong up trend since last 2weeks.
Could you kindly share what is motivating the buying?

Early this year they have some risk of getting new tenants since HL group decided to move out of one the building.
Did they manage to secure a new tenant?      ~Thanks a lot.

I'm thinking of putting money in a REIT for the first time, so I took some time today to read up some stuff on them. Since I was curious about their leverage and the total size of the various funds, I went ahead and calculated them. Leverage I calculated as Borrowings / Total Assets while sizes I calculated as Units in Circulation x Unit Price. I got Unit Price and Yield from http://mreit.blogspot.com/

Here are my results:



My biggest surprise was that Atrium is really tiny! Plus some of these funds have really low leverage. I believe that the maximum leverage they're allowed is 50%.

Finally, I don't understand why they are all trading at a discount to their NAV. Is it because investors don't believe in the valuations of their properties?

Any particular reason why you're not interested in them? Do you mean the low-geared REITs or REITs in general?

ok thanks for the info, I'm super noob at this, i see you pick atrium sure good one

I'm trying to learn, dig out some data from many blog about local reits and seem all are quite competitive. I'm not familiar with the industry, some I know are more on office, some on shopping and atrium I did study has 4 ware house their client mainly DHL as it took up 2 warehouse. And what attract me is they've full occupancy no empty warehouse and best part is the price has not jump yet.

Anyway now I'm stuck with DIALOG which I bought yesterday , lets see how things goes this week.

axreit drop, it is time to grab more?

I got hektar, atrium and qcapita. waiting for axreit to come down.

i bought !@1.48 liow..

if market goes down to 1050 point. time for some high beta stock.. nibble and nibble..

if goes down to 1000 point, time to bite!!!!

Thanks for the tip. Will save my bullet until it reaches 1,000 points. I'm now 1/2 cash, 1/2 stock.
I sold my AXREIT today @ 1.50, may buy back again tomorrow... if it goes below 1.47

Today, I received my hektar's dividend.

11.4% and RM0.892

i have 660k in REIT share leh..hahaha...

so every 3 month, i will receive bout

RM16000 leh

RM16000 in every 3 mth, right? that means 5k+ every mth,.

Mind letting us know what percentage of your net worth that constitutes? I could match that if I wanted to, but it would be like 95% of my net worth and the risk would scare me so much I wouldn't be able to sleep at night.

Also, with your huge stake in the REITs, I'm sure everyone here would appreciate it if you gave a warning if you ever decide to unload it.

Yeah, but you need to actually be in a position to be able to buy them when the price goes down. It would be nice to have a couple of days warning for example so that I could move some money from a unit trust fund or something to free up money to buy REITs. On the other hand, if there are other people already planning to unload their stakes for whatever reason, I''m sure they wouldn't appreciate Neo dumping a whole load of them onto the market at the same time.