General S-REITs Discussion Thread

[Confession.pt3]

How to know who they offer

 

[Weaboo]

gg rah my ascott reit

 

[WarChild86]

Is OUEHT a good time to enter now?

 

[Denikeve]

wtf my ascott reit holdings today redder than tomato.

anyone knows what unitholders like us should do when the company do this kind of stunt? open warchest buy more to average down??

 

[limster]

wtf my ascott reit holdings today redder than tomato.

anyone knows what unitholders like us should do when the company do this kind of stunt? open warchest buy more to average down??

I am also holding ART. My rule for ART is never to buy when it is above $1, so my average cost of ART is below $1. I actually like ART for the European exposure and I'm definitely buying more at $1.

I am also holding AHT, OUEHT, CDLHT and FEHT but I've already mentioned that my favourite is FHT. It is just waiting for an opportunity to surge to 0.90 region and it seems to have less downside than the others. Better accumulate more while you can

 

[Denikeve]

I am also holding ART. My rule for ART is never to buy when it is above $1, so my average cost of ART is below $1. I actually like ART for the European exposure and I'm definitely buying more at $1.

I am also holding AHT, OUEHT, CDLHT and FEHT but I've already mentioned that my favourite is FHT. It is just waiting for an opportunity to surge to 0.90 region and it seems to have less downside than the others. Better accumulate more while you can

however I don't feel ART will drop to $1 in the near future. when did u enter ART in the past? i don't remember seeing it below $1 in the past two years when I entered at 1.2 :'(

 

[limster]

however I don't feel ART will drop to $1 in the near future. when did u enter ART in the past? i don't remember seeing it below $1 in the past two years when I entered at 1.2 :'(

I bought all my ART in 2011. Since then, I have not bought anymore since it hasn't dropped below $1 since then. I just hold and collect dividends.

Now in 2016, looks like it could approach $1, so time to buy again.

 

[NewInvestor]

I am also holding ART. My rule for ART is never to buy when it is above $1, so my average cost of ART is below $1. I actually like ART for the European exposure and I'm definitely buying more at $1.

I am also holding AHT, OUEHT, CDLHT and FEHT but I've already mentioned that my favourite is FHT. It is just waiting for an opportunity to surge to 0.90 region and it seems to have less downside than the others. Better accumulate more while you can

Hi limster. Thanks for info. Could u tell us briefly why FHT is better than the rest?

 

[lbs]

Too late to do anything already
Before buying any reit best to check its gearing level
And check its history see they often do rights or placement or not

Gearing wise i prefer those at 30% or less, low chance of placement or rights since they can use debt

Those which gearing at 38% or higher, usually new acquistions have to raise equity for sure

not many around with 30 or less gearing to be honest....

 

[lbs]

I am also holding ART. My rule for ART is never to buy when it is above $1, so my average cost of ART is below $1. I actually like ART for the European exposure and I'm definitely buying more at $1.

I am also holding AHT, OUEHT, CDLHT and FEHT but I've already mentioned that my favourite is FHT. It is just waiting for an opportunity to surge to 0.90 region and it seems to have less downside than the others. Better accumulate more while you can

why 1 dollar? is that derived from valuation or?

 

[Layers]

not many around with 30 or less gearing to be honest....

Think must see if recent activities increase the gearing.

Mean no rights or placement. Just nore debt, like StockBot said

Sent from Sony E6853 using GAGT

 

[limster]

Hi limster. Thanks for info. Could u tell us briefly why FHT is better than the rest?

Ijust highlight stock names that I like, up to each investor to do his due diligence. My analysis could be wrong and I have been wrong before.

Trust that every hotel REIT investor has been following business news on Starwood. China companies may be barred from acquiring strategic companies like defence and technology, but hotels are non-strategic.

Will Starwood set off a global Hotel M&A frenzy, or at least a revaluation of hotel assets Will remaining hotel chains start to panic buy other hotel assets?

 

[lbs]

so what is the preferred means of raising capital, in the perspective of a shareholder, so that equity is not eroded?

1) Gearing up with bonds?
2) Loans with financial institutions?
3) Additional rights publicly
4) Additional rights privately?

Sorry, reits noob here.

 

[Bedokian]

so what is the preferred means of raising capital, in the perspective of a shareholder, so that equity is not eroded?

1) Gearing up with bonds?
2) Loans with financial institutions?
3) Additional rights publicly
4) Additional rights privately?

Sorry, reits noob here.

Depending on what is the preferred way, either way it is going to affect their balance sheet.

Share placements and rights will increase the equity side, whereas loans and bonds will be affecting the liability side, if you know accounting principles.

The fact that REITs have to distribute 90% of their income leaves little leeway for acquisition and expansion, unless they sell off their existing property portfolio (which is uncommon).

 

[Genosis]

so what is the preferred means of raising capital, in the perspective of a shareholder, so that equity is not eroded?

1) Gearing up with bonds?
2) Loans with financial institutions?
3) Additional rights publicly
4) Additional rights privately?

Sorry, reits noob here.

DRIP! But this one takes time......

E.g. MINT's DRIP so much that they stop in the recent quarter

I am thinking of going for DRIP for my MLT next quarter since I have 25,000 units.....

 

[limster]

Rights issue means the major shareholder/sponsor has to come up with cold hard cash to subscribe to its share of the rights.

I think the saying is that it makes sure that the sponsor has "skin in the game" by making it come up with its own cash when a REIT needs to raise funds.

For placement shares, you can take "other people's money."

 

[Jazzbie]

The BBs will also make money by shorting the counter and covering with the placement shares at a discount. So theoritically, the best thing to do is to short and cover with them, or average down at a price lower than the private placement. Think of Cache and Ascendas as recent examples.

Sent from Samsung SM-G900F using GAGT

 

[Genosis]

Wa.....FCT burst!!!

 

[akwl88]

I think everyone expecting FCT to buy over waterway pt, or at least thought it already owns it...

Haha ps la.i also thought will park under FCT

 

[starfish.starfish]

Wa.....FCT burst!!!

Cannot be so fast got distribution again, right?