I would rather pick UOA. But price still so stubborn and the yield is around 8% only. But the properties are better diversified compare with atrium.

But atrium give me a lot of headache on its tenants renewal. Its more volatile. Put it this way, it will be the first Reits to close shop if there are another financial crisis. Everything happened for a reason, i believe thats the reason why atrium yield is higher compare with other reits. Not because it is undervalued.

Market holds up on Atrium because risk of too little diversification, relied on 4 tenants on its 4 warehouses. (Can't blame them as well, 1 warehouse only can have 1 tenants, as compared to offices), as well as its fund size is too small by reit market standard.

It is the first reit suffer DPU severe drop due to non-renewal of tenants, so people are wary on it, market is always like that, once bad performance, take significant time for it to recover or build up the confidence.
While if not mistaken, there is another its warehouses reach the lease period in near term (can't verfiy as no update, or I have not came across on this issue, may be I missed something etc), so market wary about its DPU dropping risk, so discount on the reit price. If it turns out there is no renewal issue/problem, it is a rewarding at 10+% yield.

I would say it is about risk reward ratio that market somehow quite right at current situation, as market is always concern on yield as primary factor, NAV is secondary.

Jordy,

Cherroy has answered what i meant  In term of risk atrium risk is the highest among the reits.

I still prefer UOA. I am thinking of buying UOA soon. I can average it out every quarters. There are no right or wrong though.

The most important part is we hold our own believe  We have our own path on investment

[attachmentid=1346125]

Based on the image , at what price the company buy atrium share at? RM1 or RM0.

axreit going to 1.93, anyone queueing?

Atrium up 2sen. 

I am hoping it will not rise so fast, so that i can accumulate more.

Someone need to 'clear stock'. Big gap between buyer and seller.

AXREIT shot back up to 1.93 now.

AXREIT open at 1.9 is it overvalued? Is it useful to use Technical Analysis  on REIT? Waiting for it to go down

Could use some clarification on the terminologies used frequently here.

NAV = Net Asset Value right?

How do you value the REITs? How do you ascertain the NAV? Are there any calculation methods?

Yield = ?

And how do you compare them or what do you compare them with, to see if they're not correctly valued at its true value?

Thanks in advance.

Is STAREIT a good buy at 0.8x cents?

Probably not directly related - but whats the outlook on KLCCP ? Not a REIT per se but a property management company. Its been rather flatish for some time now.

Atrium up 1 sen to 90sen.
Hope it break 90sen.

time to stop accumulating Atrium, looking at other REIT at more attractive price.

Jordy,

ATRIUM had break 90 sen today, closed at 92 sen.

UOAREIT today got lots of activity, quite unusual.

all reits in bullish.

i just check through axis loss of opportunity income from nestle..... around 4 million per year. 7% income reduction if no tenants for 1 year.

Selling volume on Axreit.... i think this quarter result wont be that good.

addition of new shares , dilution for eps for this quarter.

nestle house empty pending renovation works.

What is the reason for TowerReit and StarReit to trade at >25% off from their respective NAV?

Final distribution of income of 4.98 sen per unit (of which 4.62 sen per unit is taxable and 0.36 sen per unit is non-taxable in the hands of unitholders) in respect of the period from 29 August 2009 to 31 December 2009.

Less than 5 cents.
earning dilution by new shares + nestle gone.
If not mistaken 4th quarter distribution is 99% of earning. the first 3 quarter is 95%.

so how much we will recevied from axreit? I mean the dividend after tax....and when?

i do really like REIT rather than those goreng stocks. Planning to apply for Sunway REIT and also the capital land REIT.

What do you think for this two coming ipo? Any opinion?