Source: The Edge Financial Daily Feb 2015

Click to view Full Size High Resolution version of the article

Click to view Full Size High Resolution version of the article

 

Source: Focus Malaysia Aug 2014

 

 

Click to view Full Size High Resolution version of the article

 

Click to view Full Size High Resolution version of the article

The content of this tutorial video:

1. How to determine if it makes sense to add more units/lots of certain REIT counters into your portfolio
2. How every purchase decision impacts your overall portfolio dividend yield
3. How to pick the best REIT counters to buy at any time, any day based on facts and figures

CLICK HERE to download the REIT Tracking Sheet

Source: Focus Malaysia May 2014

 

Click to view Full Size High Resolution version of the article

Click to view Full Size High Resolution version of the article

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New REIT?

Hektar REIT Prospect

 

Some said – REIT really cannot perform this year. Me? I wouldn’t put it as such, but rather it is indeed a “mild” year with not much executed deals. Good thing is, if we all have used the right method to enter, then we’ll still have a bird in hand – which is the guaranteed dividend distributions in the range of 5 to 6% , while sleeping. There is no deterioration in the fundamentals, except for some asset classes of property in REIT that is affected by the softening business outlook or due to factors beyond a REIT manager control (like MRT construction works affecting the revenue of CMMT’s Sungai Wang mall) 

If an investor is lacking patience, then he/she shouldn’t invest in REIT all. REIT is like a good ol’ wine, the longer you hold the better. Of course, if substantial appreciation has taken place in your REIT portfolio, then you might consider of realizing the gain in anticipation of a drop for re-entering

And they said, having knowledge is power. That’s why people got arrested for insider trading . However, for retail investors like the rest of us, it is good enough to have more information than the rest of the retail investors or institutional fund manager who has yet to take any position into this. With drop in many M-REIT prices(as of mid Dec 2013), take a look of the points below. Disclaimer – this is not an invitation to buy or sell. I am having long position in CMMT, Hektar, IGBREIT, PavREIT, Al-Aqar REIT, Starhill REIT, UOA REIT, Tower REIT, AmFirst and SunREIT.

Real estate property over-valued or stocks over-valued?

Everyone is entitled to its own opinion, yes? If you want to play property in 2014, then take note of this piece of news below, unless you are cash rich and can afford not to take any mortgage.  Furthermore there is rumour BLR is going to go up 0.25% in 2014. Source – Focus Malaysia Dec 2013

How Li Ka Shing is having a stake in AmFirst REIT

Here’s the kicker – Li Ka Shing’s “dormant” interest in a M-REIT? The below is self explanatory, but nothing happens until the malls he owns gets injected into AmFirst. Source – Focus Malaysia Dec 2013

 

 How DBKL Assessment Fee and Electricity Tariff Hike affects REIT

A prudent REIT Manager will have clauses in their tenancy agreement to pass this extra costs to their tenants. We don’t know for sure for all REITs, but it should be. Even MRMA Chairman, Dato’ Stewart Labrooy said – “other REIT manager should have this clause in their tenancy agreement“. So I won’t worry this much in the long term. Worse case is, the drop in net profit is short term as when the tenancy agreement is renewed, surely such costs will be added in. If an investor is really worried, stay away from REITs with KL properties for now. 

Another thing is, as long as the mall itself in prime area, there is no where for the tenants to run. “Sticky” tenants aye? Aspirational and fashion brands like Coach, would you expect them to do business in less prestigious area like some shoplots? No way!

CLICK HERE to read more of the relevant news – which REIT has KL properties and how the quit rent/assessment is going to impact the net profit. Source: The Edge

The other thing is electricity. Expected 15% hike with retails REIT feeling the most heat.Source – Focus Malaysia Dec 2013

Amanah Raya & Silver Bird – a revival?

NOT. Silver Bird is still shaky, hence it would directly impact Amanah Raya REIT as well. I think I am still going to stay away for now. Source: Focus Malaysia Nov 2013

 

Tropicana to be acquired by Tower REIT?

This is yet to be seen. But it is possible, with Tan Sri Quek backing. Tower REIT 21+% stake is owned by GuocoLand Malaysia Bhd. Source – Focus Malaysia Nov 2013

Another property to be REIT-ed in 2014, I read, is Gurney Paragon Mall by Hunza Property.

The content of this webinar:

1. Why the selldown on M-REIT counters?

2. The right questions we should be asking

3. My positions in REIT at the time of this webinar

4. Sector updates – REIT privatization and greenfield development

5. Q & A session plus feedback from previous batch of members

 

CLICK HERE for the HD version of the video

The password to unlock the video is “webinarjul13”