Author: LieuCF

Impact of interest rate cut to MREITs, why Pavilion REIT 2019 NPI is flat, what’s the only office MREITs worth your time & money and how virus outbreak going to affect Asia Pacific REITs.

Challenges faced by REITs in 2020, prospects of growth by analysts and also insights on the real estate property market (how bad or good it really is) from here…

https://www.thestar.com.my/business/business-news/2020/01/18/mqreit-falls-into-the-red-in-fourth-quarter-loses-rm24mil

Industrial properties in the spotlight

Also, a MREIT has its NPI increase by 30% ~ in this kind of property market ~ impressive feat to say the least

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No need for additional commentary when in times of extreme volatility, Bursa REIT Index Up almost 10% YTD versus KLCI 5% decline.

It matters very little when you win while everyone wins…

It matters a lot when you win while everyone loses their pants ~ CF Lieu

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An event-filled month for MREITs

 

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How to Maximize the Compounding Effect from REIT Dividends

 

 

How a Dying Office REIT evolves to tap on a sunrise trend in order to survive

 

Others

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This REIT has been dormant from more than 10 years.

Now it has finally ‘awakened’, tapping on the an unstoppable business trend.

Very BiG Audacious Goal that is – 2x their current asset sizes to 1 Billion in 2 years, and REIT Manager said they are 50% there.

Read details below:

 

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Sunway REIT move to raise capital to go on an acquisition streak is commendable but upon further analysis, this could be a move which distances REIT manager interest from the interest of shareholders.

A must watch if you are already invested in Sunway REIT or are looking to invest into it.

 

 

More information Why Perpetual Bond is not preferred by the ‘Grand Daddy’ of MREITs

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More MREIT News below:

 

Why residential properties is less likely to enjoy inflation-driven rental hike unlike strategically located commercial property (like those under some REITs)

When to sell my REITs holdings?

Also, I like to answer this using what I coined as the P.S.A.

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More MREIT News below:

KIP REIT, with its current price (as of mid Mar 2019) could provide you with 8%+ yield going forward, with a proposed new asset acquisition which is now being finalized in its final stage.

I could have informed you earlier on this but I’ve encountered past incidents whereby the proposed new property purchase does not go thru after the news broke (CMMT & Tropicana City Mall acquisition deal being called off in 2013 initially, although the second negotiation went thru).

Only when a circular being issued by a REIT Manager (like what I’m sharing with you in this video lesson), we should treat it as high probability the deal will go thru because it is already in its final stage.

On top of that, KIP Groups is building new malls, to be injected into the REIT when they reach a yield-accretive stage. That’s huge growth potential right there.

In case you have not watched the 1st part, then watch it below (the above is the 2nd part which is only available to you as Subscription level member):

Highlights this month:

The rapid & drastic transformation of industrial REITs & the potential growth of YTLREIT going forward (biggest hotel sales in one Australian city)

Analysts say – MREIT could become stock market ‘darlings’ in 2019

What does they mean?

On another note, scroll down below to see which REIT is just too dangerous for you to invest into.

 

You know what transpired for the month of Oct – Nov, yes?

Many stocks have dropped to the extent that their dividend yield easily surpass what REITs can provide.

Also, you may come across news or article which highlight non-REIT stocks in the share market that gives exceptionally high yield, circa 9 to 12%!

When you do encounter such stocks, should you dump REIT stocks and shift your portfolio to these high-dividend yield stocks?

Watch below.

 

Updates so far: Pavilion REIT, Sunway REIT, IGB REIT, Capital Malls Malaysia, Atrium REIT and a new Airport REIT?

 

 

 

Note: With this, I’ll buy Atrium REIT rather than CMMT

 

 

Note: IGBREIT still a top option

 

Note: I’ll avoid CMMT for now

 

 

Note: the newspiece below is non-REIT related but it is good to show you how easy or difficult it is to get 6% return in the current environment.

So if you are able to get 6% or more from REIT dividends, you are already way above average.

 

Updates so far: KIPREIT Growth, IGBREIT AEI…and why investors are shifting to SREITs from property developer stocks…plus, AXREIT NPI jumps 30%