REIT counters

Posted by cklcolin10 > 2012-10-10 18:25 | Report Abuse

Has anyone done any thorough study on REIT counters (ie. SunReit, Pavreit, CMMT, Hektar)? Understand that such counters are defensive in nature with contant dividend payout.. But..does it really provide return that are above FD rate? What are the average rate per year? I guess so far FD rate is around 3.1% per annum.. What about it potential upside? Is the reit counters dividend (frequency/percentage) payout similar to such as BJToto? Just to give an example Your experience and thoughts is welcome here Thank you

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5 comment(s). Last comment by Wong Yi Shen 2012-10-11 12:28

PureBULL .

2,625 posts

Posted by PureBULL . > 2012-10-11 00:05 | Report Abuse

There is a pure bull run in property in Msia from 2010 to 2012.
This run is moving to choice commercial building n complexes sector.
That's why prop REITS r performing well this season.

With their property value much higher now, the REITS mgmt will soon gradually increase the rental rate n hence higher div. yield going forward...

Try to identify what MKT WANTS TO PLAY, where new money will keep moving into that theme/sector. This way the investment returns will be great vs holding for div.

Finally, it is either purebull or purebear stocks. U choose...

cklcolin10

15 posts

Posted by cklcolin10 > 2012-10-11 11:44 | Report Abuse

Thanks for the advise.
With rental rate firmly in REIT mgmt discretion, seems REITs company are pretty much sitting on pile of secured cash flow.. unless some major economy downturn make things go belly up

Wong Yi Shen

170 posts

Posted by Wong Yi Shen > 2012-10-11 11:50 | Report Abuse

mreit.reitdata.com

check this out..

cklcolin10

15 posts

Posted by cklcolin10 > 2012-10-11 12:04 | Report Abuse

Thanks Yi Shen.. the info is good :-)

Wong Yi Shen

170 posts

Posted by Wong Yi Shen > 2012-10-11 12:28 | Report Abuse

You're welcomed.

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