General S-REITs Discussion Thread

[winguy]

To the experts, which reits are the most "buy it and forget it"?

Let me repost. To the experts, which are your top 8 reits which are the most "buy it and forget it"?

My noob list, not in any order is
Cmt
Fct
Areit
Mit
Mct
Cct
Plifereit

Sorry can only provide 7 currently

 

[wahkao3]

winguy wrote:

To the experts, which reits are the most "buy it and forget it"?

not now...........

 

[Perisher]

CMT has really dropped big time since reaching the high of 2.26... Any news?

 

[kakashixx]

CMT has really dropped big time since reaching the high of 2.26... Any news?

Just returning home haha

 

[felixleong]

S-Reit System Investor: CapitaMall Trust - My Analysis

good analysis on CMT

 

[spiritGate]

actually, hospitality and retail reits will huat this year because of major event happening this year (mid of 2015) - SEA Games. This will means that more tourist will come and it will cause impact on the overall market.

<<Not sure if I am right to do a correlation this way>>

 

[Bedokian]

actually, hospitality and retail reits will huat this year because of major event happening this year (mid of 2015) - SEA Games. This will means that more tourist will come and it will cause impact on the overall market.

<<Not sure if I am right to do a correlation this way>>

Retail, yes, in a way. Hospitality wise, the athletes and officials will be housed here:

SEA Games Athletes And Officials Housed In "Village In The City" - Newsroom - Sport Singapore

Overall, with the weakening of the SGD against a basket of currencies, expect tourism dollars to be splurged here, as well as domestic shoppers going back to our retail malls due to the strengthening of the USD (ie more expensive online shopping).

 

[spiritGate]

Retail, yes, in a way. Hospitality wise, the athletes and officials will be housed here:

SEA Games Athletes And Officials Housed In "Village In The City" - Newsroom - Sport Singapore

Overall, with the weakening of the SGD against a basket of currencies, expect tourism dollars to be splurged here, as well as domestic shoppers going back to our retail malls due to the strengthening of the USD (ie more expensive online shopping).

yea, but for hospitality, I would refer to those spectators or tourist who come to view the sea games

 

[Bedokian]

yea, but for hospitality, I would refer to those spectators or tourist who come to view the sea games

To be honest, I would bank on spectators coming for F1 than the SEA games.

 

[victorlht88]

Cambridge Industrial Trust recently has a distribution reinvestment plan whereby they are giving new units of their shares at an issue price of $0.6669.

Any insights on this?

 

[Asphodeli]

Cambridge Industrial Trust recently has a distribution reinvestment plan whereby they are giving new units of their shares at an issue price of $0.6669.

Any insights on this?

If I don't need the cash, I try to subscribe when price is dirt cheap and at 52 week low or all-time low...not like 5 or 10% discount off 52 week high or all-time high. This is after taking in the overall market sentiment on that sector the REIT is in, of course.

PS: $0.6669? Sign of the devil man...

 

[spiritGate]

Cambridge Industrial Trust recently has a distribution reinvestment plan whereby they are giving new units of their shares at an issue price of $0.6669.

Any insights on this?

wow really, is this for investor with more than 1000 units? cause I only purchase 700 units.

And the price 666 and 69.... doesnt seems like a good sign lol

 

[victorlht88]

Yup they using weighted average thus the price of 0.6669. Did my calculations and the number of additional shares I am entitled to pretty much the same as the dividends for 4q.

Sent from Samsung SM-T705 using GAGT

 

[Dyhalt]

yea, but for hospitality, I would refer to those spectators or tourist who come to view the sea games

You have forgotten to add in the impact of increased number of hotel rooms in 2015, its estimated to be about 5.6~6.0% increase in accommodations.

 

[spiritGate]

AIMS AMP CAPITAL INDUSTRIAL REIT got this announcement NOTIFICATION FORM FOR DIRECTOR/CHIEF EXECUTIVE OFFICER IN RESPECT OF INTERESTS IN SECURITIES, what is this ar?

 

[doody_]

AIMS AMP CAPITAL INDUSTRIAL REIT got this announcement NOTIFICATION FORM FOR DIRECTOR/CHIEF EXECUTIVE OFFICER IN RESPECT OF INTERESTS IN SECURITIES, what is this ar?

It's a form they have to declare to SGX whenever their interests in the shares change. Usually it's either a buy or sell. In this case they were just issuing units as payment of the management fee.

 

[Hongyan]

Cambridge Industrial Trust recently has a distribution reinvestment plan whereby they are giving new units of their shares at an issue price of $0.6669.

Any insights on this?

CIT keep provide this reinvestment plan in the past few quarters. I did not calculate but basically the price is just < 2 cts below current market price. I think this is good, providing more choice for investors. Heard that most US stock provide such re-investment plan.

 

[spiritGate]

It's a form they have to declare to SGX whenever their interests in the shares change. Usually it's either a buy or sell. In this case they were just issuing units as payment of the management fee.

Oh I tot something big happen, cause the share price drop a bit. Thanks for the clarification

 

[Perisher]

Keppel DC up movement of $0.03... Is it those people wait at $1 for too long then cannot take it anymore all jumped in? Any news?

 

[spiritGate]

Keppel DC up movement of $0.03... Is it those people wait at $1 for too long then cannot take it anymore all jumped in? Any news?

Last few days Keppel DC always at 1.03 then yesterday drop to 1.01 then today raise to 1.02. So is aga aga around that range liao. $1 to $1.03. Think there are still people waiting at $1