anyone got the axreit check d?

As long as they can continously pay 3.x cents per Q, it is hard to find a reason to sell.

Main reason, sell the stock and park the cash at 2.5% FD compared to 9-10% yield they can generate?

So I will watch the DPU and future DPU closely as the barometer of buy/sell decision.

Just my view.

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Added on July 13, 2009, 11:24 pmAnyone study about ARReit before?

Thinking grab some mini amount to have instant coming DPU. 
Same with Stareit.

panasonic88,

If you don't mind, please share your reason for buying ARREIT

Holland not so easy to go one So, you're betting into this as hit-and-run?

jordy, that is the weakness of arreit and i concur with you. prospect for price appreciation is limited and slow moving. as for me, i dont mind as long as meeting my target.

for those who intend to buy this reit, here are some info on arreit's tenants and properties portfolio:-

1. Holiday Villa Alor Setar
age of property 14 years, lease period 10 years from june 2006, occupancy 100%, rental per month rm173,083.33, next rental review june 2009

2. Holiday Villa Langkawi
16 years, lease 10 years from july 2006, 100%, rm307,083.33 per month, next review july 2009

3. SEGi College
3 years, lease 15 years from may 2006, 100%, rm261,625.00 per month, next review may 2009

4. SEGi College, Kota Damansara
2 years, lease 10 years from december 2007, 100%, rm870,000.00/month, next review december 2009

5. Block A & B, South City Plaza
4 years, lease 10 years from august 2006, 100%, rm100,500.00/month, next review august 2012

6. Wisma Amanahraya
42 years, lease 6 years from august 2006, 100%, rm450,635.40month, next review november 2009

7. Wisma Amanah Raya Berhad
10 years, lease 9 years from november 2005, 100%, rm302,781.98/month, next review november 2009

8. Wisma UEP
12 years, tenancy 3 years from september 2007, 100%, rm175,000.00/month, expiry september 2010

9. Permanis Factory
21 years, lease 10 years from june 2006, 100%, rm157,250.00/month, next review june 2011

10. Tamadam Bonded Warehouse
30 years, lease 10 years from january 2007, 100%, rm179,025.00/month, next review december 2010

11. AIC Factory
5 to 13 years, lease 10 years from september 2006, 100%, rm110,833.33/month, next review september 2009

12. Silver Bird Factory
4 years, lease 10 years from october 2006, 100%, rm570,000.00/month, next review october 2009

13. Gurun Automotive Warehouse - tenant NAZA group
2 years, lease 10 years from december 2007, 100%, rm159,800.00/month, next review december 2010

already letih my hand typing so long. hope this help you guys to make decision before jump in.

comments on properties are most welcome..we share-share opinion..

I am more optimistic on AXREIT and hence my views. I did not place a timeline in my statement. The little sell-off *might* be fueled by minor shareholders after their meeting yesterday. We don't know the results on their resolutions. Still, I stick to 1.8x until the placement.