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Banzai
Joined: 25 Oct 2004
Posts: 3368
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 Posted: Tue May 16, 2006 9:57 pm Post subject: REITs |
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Hi all.. anyone here is into REITs?
Wanna compare notes.. *not that i have many notes*  |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Wed May 17, 2006 11:51 am Post subject: |
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....banz..........in2 REITS by accident one..........have some CapLand shares........bout a yr + back, dunno how lah............got sum CapCommTrust REITS handed over...........
performance wise...........not bad......actuli quite good............
okay......REIT, fairly stable and v low entry cost in2 property with minimal exposure, rather than direct risk of buying in2 the said property ........
Things 2 watch 4 :-
i) dun reli have residential REITS......all commercial, so if u like a commercial play, shld consider whats the REIT portfolio...residential play, dun have.......dun know why?
ii) valuations reli key.........all depends on what value they assign 2 the commercial props they selling 2 the REITs......ho ching , i remember reading sum time back........a bit dicey who actuli audits the selling prices....coz it affects yields........whether the seller is flogging at 2 high a price 2 the REIT ie unloading the risk 2 the REIT buyers.....
...so, once a while take a look at CapComTrust.......never move much.....except last 2 days crash lah........ |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Wed May 17, 2006 3:09 pm Post subject: |
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yah... was thinking of maybe instead of buying shoplots.. buy REITs for time being.. of course cannot really flip a REIT as opposed to flipping a prop..
shortlisted the following:
- Macquarie International Infrafrastruture (not REIT but similar, more of infrastructure items) ~9% yields, 92cents now..
- Prime REIT (Wisma Atria, Ngee Ann)
- Ascott REIT (a few China props in here)
- Capcomm |
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mercuri
Joined: 03 May 2005
Posts: 4601
Location: KL
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| Posted: Wed May 17, 2006 3:30 pm Post subject: |
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| Banzai wrote: | yah... was thinking of maybe instead of buying shoplots.. buy REITs for time being.. of course cannot really flip a REIT as opposed to flipping a prop..
shortlisted the following:
- Macquarie International Infrafrastruture (not REIT but similar, more of infrastructure items) ~9% yields, 92cents now..
- Prime REIT (Wisma Atria, Ngee Ann)
- Ascott REIT (a few China props in here)
- Capcomm |
all ur REITs are SG based lah, why not REIT in Bolehsia?  |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Wed May 17, 2006 4:10 pm Post subject: |
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| mercuri wrote: | | Banzai wrote: | yah... was thinking of maybe instead of buying shoplots.. buy REITs for time being.. of course cannot really flip a REIT as opposed to flipping a prop..
shortlisted the following:
- Macquarie International Infrafrastruture (not REIT but similar, more of infrastructure items) ~9% yields, 92cents now..
- Prime REIT (Wisma Atria, Ngee Ann)
- Ascott REIT (a few China props in here)
- Capcomm |
all ur REITs are SG based lah, why not REIT in Bolehsia? |
mac int inf = international
ascott = asia pac
more bullish on non US based equities / instruments now.. quite into Ascott esp with China Olympics coming up.. but haven't researched in depth yet |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Wed May 17, 2006 4:13 pm Post subject: |
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| got good malaysian reits? all looks veyr lame.. how's the yields like? |
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mercuri
Joined: 03 May 2005
Posts: 4601
Location: KL
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| Posted: Wed May 17, 2006 4:31 pm Post subject: |
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| Banzai wrote: | | got good malaysian reits? all looks veyr lame.. how's the yields like? |
dem char! |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Wed May 17, 2006 6:07 pm Post subject: |
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| ...banz....ascott big in china............never notice......they market under chinese name?.............. |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Wed May 17, 2006 9:48 pm Post subject: |
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| nick1994 wrote: | | ...banz....ascott big in china............never notice......they market under chinese name?.............. |
i know Somerset is there.. not entirely sure if Ascott is available.. but they do have props there .. will research a little bit more ..
I've seen Somerset in PuXi area Shanghai (near Xin Tian Di).. |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Thu May 18, 2006 9:46 am Post subject: |
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| ....never go xin tian di.....................coz me coke drinker...... |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Thu May 18, 2006 10:36 am Post subject: |
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| nick1994 wrote: | | ....never go xin tian di.....................coz me coke drinker...... |
this place is clean lah.. |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Thu May 18, 2006 10:40 am Post subject: |
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| ....eh.....i thot dis place is pub haven.......?...................me coke drinker .........not beer togo king..........no go lah...... |
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mercuri
Joined: 03 May 2005
Posts: 4601
Location: KL
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| Posted: Sun May 21, 2006 12:09 pm Post subject: |
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coming back to the topic, and inference from the checking which REIT's to go into?  |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Sun May 21, 2006 3:06 pm Post subject: |
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| nick1994 wrote: | | ....eh.....i thot dis place is pub haven.......?...................me coke drinker .........not beer togo king..........no go lah...... |
it's got a mixture of fine dining and pubs. There's even a Vidal Sasoon there.. |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Sun May 21, 2006 3:21 pm Post subject: |
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| mercuri wrote: | | coming back to the topic, and inference from the checking which REIT's to go into? |
think i'll sink a few lots into ART (Ascott) next week. Still wondering if i should subscribe to the IPO of Thai Beverage PLC. Don't really fancy buying into something with US1bil debts. |
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mercuri
Joined: 03 May 2005
Posts: 4601
Location: KL
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| Posted: Sun May 21, 2006 4:12 pm Post subject: |
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| Banzai wrote: | | mercuri wrote: | | coming back to the topic, and inference from the checking which REIT's to go into? |
think i'll sink a few lots into ART (Ascott) next week. Still wondering if i should subscribe to the IPO of Thai Beverage PLC. Don't really fancy buying into something with US1bil debts. |
dei, u big time investor ah! Going regional I notice.  |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Sun May 21, 2006 5:16 pm Post subject: |
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banz.....can lah..............thai beverage............200 times oversubsribed...........
subject 2 SGX dun collapse phenomenally 2mrow........ |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Sun May 21, 2006 7:49 pm Post subject: |
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| nick1994 wrote: | banz.....can lah..............thai beverage............200 times oversubsribed...........
subject 2 SGX dun collapse phenomenally 2mrow........ |
the float for thai beverage is huge |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Sun May 21, 2006 10:49 pm Post subject: |
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| ....i think it'll b crazy over-subscribed............eh, fri close alredi?....if not, i think i'll oso go *tut*tut*tut*................... |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Sun May 21, 2006 11:14 pm Post subject: |
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| nick1994 wrote: | | ....i think it'll b crazy over-subscribed............eh, fri close alredi?....if not, i think i'll oso go *tut*tut*tut*................... |
closed by tuesday.. eh bro.. while you are somewhere on wednesday, can pick up some documentation for me oso? need to do some prelim reading.. |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Sun May 21, 2006 11:28 pm Post subject: |
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...sure ............PM me lah.....whatever u need.........
....rats, close tues................. |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Mon May 22, 2006 12:44 pm Post subject: |
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| queued up for 3lots of ART at 1.13 now.. thinking maybe i should pick up thai bev off the market instead.. see how it goes first.. |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Mon May 22, 2006 12:48 pm Post subject: |
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| ...u think it will b below water thai beverage?...............no way lah........well, 99% no way..... ........ |
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Banzai
Joined: 25 Oct 2004
Posts: 3368
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| Posted: Mon May 22, 2006 12:57 pm Post subject: |
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| nick1994 wrote: | | ...u think it will b below water thai beverage?...............no way lah........well, 99% no way..... ........ |
don't know.. let me look at the prospectus.. for 36cents per lot, can go quite a lot of lots.. not enough money to buy.. |
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nick1994
Joined: 24 Apr 2005
Posts: 6116
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| Posted: Mon May 22, 2006 1:15 pm Post subject: |
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| ....can *tut*tut*tut* 20 lah....................... |
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