Posted by 100Mark > 2 months ago | Report Abuse

All eyes are now on ARREIT’s latest quarterly results. ha

Posted by adheree > 2 months ago | Report Abuse

Very hopeful, q2 should be better than q1

Posted by CarolineTeoh > 2 months ago | Report Abuse

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

Posted by Schwoosh > 2 months ago | Report Abuse

either today or tmr result out

Posted by djrajan > 2 months ago | Report Abuse

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.

Posted by Joscylyn > 2 months ago | Report Abuse

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

Posted by orbiter > 2 months ago | Report Abuse

AmanahRaya Real Estate Investment Trust has acquired a private education asset for RM31.4mn in Glenmarie, Shah Alam, Selangor.

https://theedgemalaysia.com/node/724878

Posted by 100Mark > 2 months ago | Report Abuse

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

Posted by astor1es > 2 months ago | Report Abuse

More assets acquired, time for 0.45 again

Posted by Vista99 > 2 months ago | Report Abuse

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...

Posted by meowmeister > 2 months ago | Report Abuse

Hard to move even with decent result...

Posted by CarolineTeoh > 2 months ago | Report Abuse

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%

Posted by speakup > 2 months ago | Report Abuse

70% occupancy is terrible. Good REITs should average 90+ %

Posted by adheree > 2 months ago | Report Abuse

recently just change management, give them some time.... so far ARREIT heading in the right direction

Posted by 100Mark > 2 months ago | Report Abuse

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

Posted by djrajan > 2 months ago | Report Abuse

give them 3-6 months, occupancy rate should improve to 85% above

Posted by Vista99 > 2 months ago | Report Abuse

Education and hotel industries have high tenant stickiness. Therefore, this Reits don’t have to worry about liquidated damages

Posted by Schwoosh > 2 months ago | Report Abuse

Slowly recovering, pick up at the bottom price now

Posted by orbiter > 2 months ago | Report Abuse

so far ARREIT investment properties, comprising 11 properties across the office, education, industrial, retail and hospitality sectors, were valued at RM1.27 billion.

Posted by CarolineTeoh > 2 months ago | Report Abuse

Pretty sure NPI of Amanahraya Reits will increase in the next quarter

Posted by astor1es > 2 months ago | Report Abuse

give them a year time, can go back 0.45 again

Posted by 100Mark > 2 months ago | Report Abuse

New management will lead this REITS to a brighter future, dnt worry 😁

Posted by meowmeister > 1 month ago | Report Abuse

so far slowly build back up market confidence then can hit 0.45 like u said...

Posted by yifeng > 1 month ago | Report Abuse

Buy the bottom, potential big return in 6 months

Posted by Joscylyn > 1 month ago | Report Abuse

Reinvest it when receive the dividend on 11 Oct 🙂

Posted by Vista99 > 1 month ago | Report Abuse

Now we wait for the big funds to come in and wait it soar

Posted by adheree > 1 month ago | Report Abuse

better buy at the bottom now... so far price are alrdy settled down

Posted by Schwoosh > 1 month ago | Report Abuse

Big discount so far comparing the price and the NTA value

Posted by CarolineTeoh > 1 month ago | Report Abuse

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

Posted by Joscylyn > 1 month ago | Report Abuse

Slowly collecting also before receiving dividend 😊

Posted by djrajan > 1 month ago | Report Abuse

Give ARREIT some time, let's see how they restructure their portfolio ...

Posted by orbiter > 1 month ago | Report Abuse

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?

Posted by astor1es > 1 month ago | Report Abuse

0.305 best buy right now

Posted by meowmeister > 1 month ago | Report Abuse

Need to gain back market confidence, is time to push the price up

Posted by CarolineTeoh > 1 month ago | Report Abuse

REIT counters remain stable during market downturns. Don't worry, they will rebound in due time

Posted by Schwoosh > 1 month ago | Report Abuse

AmanahRaya REIT sets ‘ambitious’ 90% occupancy rate target by FY25

Posted by 100Mark > 1 month ago | Report Abuse

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

Posted by djrajan > 1 month ago | Report Abuse

90% is possible by next year, mb 2024 can end with 80% occupancy rate

Posted by Vista99 > 1 month ago | Report Abuse

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

Posted by orbiter > 1 month ago | Report Abuse

So far price stable down, hope can see 0.40 by end of this year

Posted by Joscylyn > 1 month ago | Report Abuse

I am sure ARREIT will shoot up once it acquires tenants in the data center industry. hehe

Posted by astor1es > 1 month ago | Report Abuse

Wait they fully exit hospitality sector first, then can dip into DC

Posted by 100Mark > 1 month ago | Report Abuse

We can say that ARREIT is the most undervalued REIT among REITs. Better collect before it's shooting up

Posted by Vista99 > 1 month ago | Report Abuse

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

Posted by meowmeister > 1 month ago | Report Abuse

2 more month left for u to collect 100mark, wait for more acquisition from ARREIT

Posted by CarolineTeoh > 1 month ago | Report Abuse

Invest safely and include this REIT in your portfolio 😀

Posted by adheree > 1 month ago | Report Abuse

ARREIT is focusing primarily on acquiring educational assets, wellness facilities and industrial properties, particularly in logistic - Most of them are high-yielding assets.

Posted by Joscylyn > 1 month ago | Report Abuse

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 👍

Posted by Schwoosh > 1 month ago | Report Abuse

waiting for ARREIT making some comeback, cheap price for re-enter now

Posted by 100Mark > 1 month ago | Report Abuse

REITs are sensitive to interest rates. Thereby, low interest rates boost borrowing capacity, aiding growth