AIMS APAC REIT *Official* (SGX:O5RU)

WindBoi

WindBoi

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SeVenn said:
But Cache making losses right? Cannot compare.
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they are not making losses. Losses will mean that they cannot even pay the dividends.

what you may be alluding to is that the occupancy have gone down. And they do because many single tenant sale and leaseback have been converted to multitenanted.

when that happens you change from a lower rental income 100% occupancy to a higher rental income but lower occupancy structure.

there is pros and cons.

there are some tides that even good management will find it challenging to turn.

aims amp and cambridge have many similar nature assets.

it will be good for those who have businesses or have friends owning sme businesses to talk about the real climate affecting these warehouses and light industrials.
 
Mancunian2

Mancunian2

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WindBoi said:
they are not making losses. Losses will mean that they cannot even pay the dividends.

what you may be alluding to is that the occupancy have gone down. And they do because many single tenant sale and leaseback have been converted to multitenanted.

when that happens you change from a lower rental income 100% occupancy to a higher rental income but lower occupancy structure.

there is pros and cons.

there are some tides that even good management will find it challenging to turn.

aims amp and cambridge have many similar nature assets.

it will be good for those who have businesses or have friends owning sme businesses to talk about the real climate affecting these warehouses and light industrials.
Click to expand...

tiagong many industrial properties are having difficulties finding tenants when lease renewal is up

even JTC and hdb outskirts industrial parks are not spared
 
Darkzi0n

Darkzi0n

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Layers said:
Buy now collect 11yrs to get freehold

Sent from Sony E6853 using GAGT
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this freehold thing is a bad investment mindset which i see from time to time in this forum. whatever you have is yours, it does not matter how it was generated. jus bcos it was generated through returns does not mean it has lesser value than the original capital. i.e. $1 of profit will buy you the same thing as $1 of original capital.

In other words, you sld not let your assets that achieved 'freehold' status to rot. They sld still be managed prudently bcos they are part of your overall assets.
 
T

tanjiakpeng

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Darkzi0n said:
this freehold thing is a bad investment mindset which i see from time to time in this forum. whatever you have is yours, it does not matter how it was generated. jus bcos it was generated through returns does not mean it has lesser value than the original capital. i.e. $1 of profit will buy you the same thing as $1 of original capital.

In other words, you sld not let your assets that achieved 'freehold' status to rot. They sld still be managed prudently bcos they are part of your overall assets.
Click to expand...

why u write WOT. 2 words - opportunity cost. :s22:
 
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