After dumping my axreit it seems no chance for me to buy back again

Yup actualy if you very confident with that dividend counter you can do that...
Recently i top up my housing loan with offer BLR - 2.3 which give me about interest of 3.2% If your counter past dividend record is between 8 - 10% you can go ahead with it. Just in case the dividend cut down by half due to economy downturn you still can get dividend of 4 - 5% which is still able to compensate your loan interest.

one concern on Q capita is most of its properties are office building

One of the reason. I still think Axreit is the best among the reits as it is welly diversified.

Reit can also be goreng

atrium i think got some issues with their tenants with ceva... they are looking for new contracts

Yup for reits i am eyeing at axreit and qcapita... qcapita is second choice as lower yield compare with axreit ... besides their properties 90% are office building ....only 1 or 2 are carpark...but the good thing about office building is you can expect your tenants to be continued most of the time as ppl will not simply relocate their office compare to supermarket as when there are new supermarket ppl tends to go to the new one... which makes me thinks qcapita actually has it strong point also (specialize in office building)

Should be somewhere there .. but the cash can be used for invest in new properties

Not necessary to remain at market price... it might be higher or lower depends on the new acquisition

I want to sell some of my ytl power to buy atrium but atrium went up already... maybe tomolo

One concern on reit is it is 100% invested in malaysia... Single country risk is there....So my view is don invest more than 30% in reits... who knows one day RM depreciate against other currency...

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Added on April 29, 2009, 11:07 pmYup agree most of the reits DY are quite attractive even though their prices have been appreciated recently...But among the reits i feel that qcapita has its uniqueness.....which i more interested in qcapita compare with axreit now ... as most of their properties are office building... which i think is better compare with building like supermarket as by logic ppl don simply move their office....where as supermarket when there are new supermarket.... the old one tends to get less ppl going .....therefore i think that it is goosd to concentrate on office building ... pls advice

This post has been edited by darkknight81: Apr 29 2009, 11:07 PM

If RM depreciate that means high inflation especially imported stuffs....
wonder if reits able to hedge against it or not....Just in case this things happen

Cherroy and Jordy,

Thanks for your feeback. I don mean that reits are not good. Actually its yield is the highest compare with MOST dividend stock....Nevertheless we must know about it pros and cons ..there are no perfect investment tools which you can 100% rely on... you need to have combinations of few to balance up your investment portfolio to make it look perfect... let me share with you my portfolio

For me, i invest 300k. i will divide my portfolio like this

ASW and ASM - RM 100k+
Pros
can withdraw anytime (capital protected and so far the yield is around 8%)
In case anything bad happen to pnb i still can withdraw my $$

Cons

invested in domestic market only just in case RM depreciate against other currency like sing dollar....

YTL power - RM 100K++

Pros
Yield around 8% so far...
Diversified into several countries e.g UK, SINGAPORE, INDONESIA, AUSTRALIA, MALAYSIA. So i am protected against RM depreciate (just in case)
Unless all the currency in these countries depreciate then i consider myself really unlucky..

Cons
Since 80% of its business are oversea... like what Jordy mentioned if RM appreciated i beliv it will affect its earnings

Reits

Still considering the 80k cash in hand ... to put into which reits as its DY is higher compare with ASW and ytl power

After reading what cherroy mentioned on hard asset with goosd locality i beliv most reits have it....

So with this 3 ASW + YTL POWER + Reits. Does it look balance??

Ok. noted. one question OT here which is actually my concern on my investment.... if i buy all ytl power... lets say RM really appreciate i may become loser .....

Seeing recently najib lift up the 30% equity quota for the bumis and loosen the quota for foreign investment... this will promote FDI... and RM by logic should appreciate if everything go smoothly...Pls advice....This is problem which i facing now... pls help sifu

Thanks for your comment. but i think i better discuss this issue in the ytl power topic before the moderators get irritate

But looking at the yield is not bad

I haven compare between these two dividend But regarding the frequency of dividends payment. if the company have 40 sen to distribute to shareholder annually for example... if it distribute 1 time to shareholder compare to 4 times... which one is more cost saving? If i distribute 4 times... i need to issue 4 times of cheque..

NAV = NET ASSET VALUE FOR THEIR PROPERTIES tru valuation... Depends on which valuer they using....different value valuated differently....So does not 100% accurate just some guidelines for you that how much the properties worth....

It is unsustainable gearing that is bad... so as an investor you have to see whether the gearing is sustainable or not...Have to look into EPS , balance sheet and D/E ratio.... A good balance sheet must balance between debts and cash holding....No debts also not good which means your company does not expand....

Good good good

Jordy,

Thanks a lot for your information. Really appreciate it as i am eyeing on axreit and qcapita now