i have to wait, salary day at 15th.

Cherroy,

I got money la.. what to buy now arr? I was thinking either

AXREIT @ 1.3
AMFIRST @ 0.82
ATRIUM @ 0.605

which one better arr?

I also don't know because I got three of them , joking only.
I am constantly buying from time to time when it drops, no drop, just let it be and hold. 

Seriously,
Amfirst - a bit too late as DPU announcement has made it gone up from 0.73 to current price and upside room is limited. But yield is quite attractive, instantly can get 4.2 cents, which mean one is actually buying at 0.82-0.042 = 0.78
It depends heavily on its major shareholder ie. Ambank for the rental or its tenants which has pros and cons factor.

Axis reit - Seem cheap, with net yield more than 10%, which is quite attractive for some assets that are well diversified across. Major concern is about the 120 millions unit whether it is successully being placed out or not and at good price or not. Althouhg it might have some dilution effect but with newer money raise and reduction in borrowing, it could save a lot of interest expenses as well. So those private placement might not having too much negative effect. In fact, if successful place out with ease and at good price, it is view as positive factor.

Atrium - highest yield around with net 12%, so around 7-8 years recoup back all the initial capital. So if yield can hold on current level around 8 cents for 5 years and above, it is actually attractive choice.
Downside - too small and highly depended on logistics businesses (which might be affected singificantly in global recession).
Also it is not recommended to buy too large quantity and liquidity and popularity of this stock is low. Too many unit like 500 - 1000 lots are not easily sold without depressing the market price as happening at current stock condition.

Among the three, Axis reit is covered more by most research house and more fund managers are interested due to diversification and with more liquidity on its stock.

Bare in mind, reit will be under some pressure for sometimes, because global economy recession will put pressure on rental income and ability to renew lease as well as properties price. So, don't need to rush all into it at a lump sum even one is interested and positive about this sector. It won't shoot up overnight.
Also there are singificant supply of office space coming out in this 1 or 2 years due to completion of some building, so don't expect office rental can go up in near term.
Buying piece by piece is a better option and advisable over a period of duration, like several months up to year. Can split it to several purchase at different price target so that still can grab if drop further.

Do remember, if one doesn't expect to hold long term like 3-5 years and above, reit might not a good place to be.
It is a boring investment that hope for the yield only. Don't expect any dramatic increase in the stock price, any price appreciation in stock should be treated as bonus.

Just my opinion.

You are doing a carry trade!

If everything works well and according to the expectation, it is indeed a clever way to make money ie. using other money to make money for you.

But do remember the risk involved, as those DPU has chance to go down as well in the future if economy situaiton deteoriates.

You need some cover from spare money to finance it as well as if the price of collateral goes down, you might need to top up the margin otherwise might facing force sell pressure when market goes down. This issue particularly has to be looked at especially those not familiar with margin trade, so that people realise the risk involved.

Not really not interested, already got as well. Just not talking on it only because price doesn't slide as much as others, so yield is lower than others.

Liquidity is the strong point of Stareit. So if wish to buy singificant sum like 500 lots one, then Stareit is always the easier choice.

the cost of maintaining those building are deducted off as expenses. so
rental - expenses = profit = distribution.

hmm looks like the vol is very low

Hi cherroy,

How do you derive 12.5% gross yield? klsetracker showing only about 10+%?

i think all the REIT need to give out 90% profit to their shareholders....

anyone watching Stariet??

AXREIT closed @ 1.15 today..... close to ur target darkknight?

yesterday got 20+ lots at 1.15.... actually the money was suppose to go the ytlpower, but ytlpower went up just as i want to buy.

*my 700th post 5 stars.

looks like ... its coming down sloooow and steady.. 

first of all, i'm new to all this..
looking at the newspaper..what is the reasons why price will drop down even there are a big volume in deal ..??
and where can i know the dividend rate paid by the reits??

AXIS now 1.12!!!

wow, time to shoot!!!

I Q'ing everyday now. 7 cents DPU willl come out in late Feb, by that time, if nothing wrong, it will draw some buying becuase of DPU.