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Overview
Financial Highlight
HeadlinesBusiness Background AmanahRaya Real Estate Investment Trust is a real estate investment trust, which owns a diverse portfolio of real estate properties and real estate related assets, including hotels, factories, education, and office properties. Its primary objective is to derive rental income. The company invests in retail, industrial, hotels, education and office sectors.
  CarolineTeoh Heard that ARREIT intends to sell Dana 13 and Ex-Holiday Villa properties in the future. Therefore, FY2024 will be a new transformation for the company 29/08/2024 4:10 PM djrajan New acquisition - PROPOSED ACQUISITION BY PACIFIC TRUSTEES BERHAD ACTING AS TRUSTEE FOR AND ON BEHALF OF ARREIT OF A COMMERCIAL BUILDING LOCATED WITHIN GLENMARIE SHAH ALAM, SELANGOR FROM STUTTGART HOLDINGS SDN BHD. 29/08/2024 6:24 PM Joscylyn This is for a private school and ARREIT will receive RM160k per month in rent from them https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=150364&name=EA_GA_ATTACHMENTS 29/08/2024 8:04 PM orbiter AmanahRaya Real Estate Investment Trust has acquired a private education asset for RM31.4mn in Glenmarie, Shah Alam, Selangor. https://theedgemalaysia.com/node/724878 30/08/2024 4:32 PM 100Mark As at March 31, 2024, ARREIT's investment properties, comprising 11 properties across the office, education, industrial, retail and hospitality sectors, were valued at RM1.27 billion. I believe its Q2 performance will be amazing 30/08/2024 5:17 PM Vista99 Q2 results are out. ARREIT experienced a revenue and net profit decline due to the disposal of Holiday Villa Langkawi and increase in manager's fee... 30/08/2024 9:28 PM CarolineTeoh As of 30 June 2024, the average portfolio occupancy rate is 70.0%. Post-30 June 2024, occupancy is expected to improve significantly: • Vista Tower and Dana 13: Projected to see a 10.0% increase in occupancy. • ALFA University College (Previously known as SEGi College Campus): Expected to return to full occupancy (100%) in Q3 FY24. By Q4 2024, the average portfolio occupancy rate is projected to rise to 80% 02/09/2024 5:47 PM adheree recently just change management, give them some time.... so far ARREIT heading in the right direction 02/09/2024 7:32 PM 100Mark They also constantly buy and sell properties for the time being. As for whether it will be successful, it is still unknown, but fortunately their leverage ratio is not high, at around 42.19%, there is still room for financing 02/09/2024 8:00 PM Vista99 Education and hotel industries have high tenant stickiness. Therefore, this Reits don’t have to worry about liquidated damages 03/09/2024 6:36 PM orbiter so far ARREIT investment properties, comprising 11 properties across the office, education, industrial, retail and hospitality sectors, were valued at RM1.27 billion. 04/09/2024 4:09 PM CarolineTeoh Pretty sure NPI of Amanahraya Reits will increase in the next quarter 04/09/2024 4:48 PM meowmeister so far slowly build back up market confidence then can hit 0.45 like u said... 05/09/2024 2:13 PM CarolineTeoh ARREIT saw an increase in rental income from Selayang Mall by RM403.2k, thanks to the addition of 6 new tenants and the renewal of 34 existing tenants with incremental rent reversion 06/09/2024 7:08 PM djrajan Give ARREIT some time, let's see how they restructure their portfolio ... 09/09/2024 4:12 PM orbiter The REIT is also reportedly looking to sell its remaining asset under the hospitality segment, the former Holiday Villa Alor Setar in Kedah, which has been left vacant since 2018, as it seeks to fully exit the hospitality business. After exiting the hospitality business, time for educational assets? 09/09/2024 6:43 PM CarolineTeoh REIT counters remain stable during market downturns. Don't worry, they will rebound in due time 11/09/2024 10:59 AM 100Mark ARREIT’s assets were recently revalued, resulting in a valuation surplus of RM2.2 million. Notably, Selayang Mall contributed RM1 million to this surplus due to improved occupancy rates. These gains reflect the Manager’s successful efforts in improving asset value and operational efficiency 11/09/2024 7:30 PM Vista99 Malaysia's real estate investment trusts (REITs) outlook remains positive with industrial exposure due to strong demand for data centers and high-tech warehouses, according to CIMB Securities https://www.nst.com.my/business/corporate/2024/09/1104890/reits-outlook-positive-strong-data-centre-high-tech-warehouse 13/09/2024 10:46 AM Joscylyn I am sure ARREIT will shoot up once it acquires tenants in the data center industry. hehe 13/09/2024 4:22 PM 100Mark We can say that ARREIT is the most undervalued REIT among REITs. Better collect before it's shooting up 17/09/2024 5:22 PM Vista99 Widely expected US rate cut to boost large-cap banks, energy stocks, REITs. By the way, the Fed cut interest rates by 50 basis points https://theedgemalaysia.com/node/727061 19/09/2024 10:54 AM meowmeister 2 more month left for u to collect 100mark, wait for more acquisition from ARREIT 20/09/2024 6:59 PM adheree ARREIT is focusing primarily on acquiring educational assets, wellness facilities and industrial properties, particularly in logistic - Most of them are high-yielding assets. 25/09/2024 4:28 PM Joscylyn Portfolio diversification through acquisitions of alternative asset classes will play an important role in the future of Malaysian REITs, providing investors with more investment options 👍 26/09/2024 9:46 AM 100Mark REITs are sensitive to interest rates. Thereby, low interest rates boost borrowing capacity, aiding growth 30/09/2024 2:56 PM  | |
