Category: Subscription ONLY

Although AxisREIT result is as below YTD, my take is, again, don’t miss the forest for the trees.

Why? See previous article here – https://reitmethod.com/axis-reit-sitting-on-a-goldmine-oct-16/

It is important to look at both the rear mirror and the windscreen when driving, yes?

0.2% increase in NPI for 3Q16 vs comparative 3Q15 is justifiable when it is due to repair and maintenance costs.

My take is don’t miss the forest for the trees. Given Menara Shell coming in as highlighted previously – https://reitmethod.com/mqreit-july16/

Proof of resiliency of retail REITs

• Sunway REIT – 6.8% NPI increase
• Pavilion REIT – 11% NPI increase
• IGB REIT – 5.6% increase

Instead of setting up a REIT, it is selling it REIT-able assets to an existing REIT.

This definitely increases the vibrancy of MREITs, however, let’s hope it does not sell it to AmanahRaya REIT, although that looks likely due to ARREIT being a hybrid REIT which currently holds education assets as well.

These are all the information you need to invest into commercial properties in Australia, without the leverage risk – via REITs and unlisted properties.

The password for the information (P&C from product providers) is ‘reitmethod’

• 
  KAFIPF Main

  This is the main presentation slides outlining the way to invest into Australia REIT via a Malaysian feeder fund

• 
  KAFIPF FAQs

  This is the presentation slides outlining the FAQs to invest into Australia REIT

Axis REIT has always been resilient in any economic cycle. Definitely for long keeping when the price drops to an extent it would deliver 6% or more net yield.

This is one of the MREIT with the best growth prospects. Details below:

Summary – rental reversion stable, risk on rising opex and hotel segment. Details below.

One sweet word for investors: Higher rental reversions. Read the details below.

MREIT to be allowed to (re)develop properties subject to a cap of 15% of the total asset value. This is a long-awaited, welcome development (pun intended) indeed.

Note: some REITs have altered their distribution frequency from quarterly to semi-annually post Covid 19 in 2020. It will be updated to more accurately reflect which payment the payments happen.