General S-REITs Discussion Thread

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n1ef5ng

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dividend warrior, I saw ur post on your blog and you have stated the 2014 dividends schedule for your portfolio. I realized MLT appears quite a few time how do they pay the dividend? By quarterly?
 
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teerance85

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n1ef5ng said:
dividend warrior, I saw ur post on your blog and you have stated the 2014 dividends schedule for your portfolio. I realized MLT appears quite a few time how do they pay the dividend? By quarterly?
Click to expand...

If DW allow, i can answer this on behalf of him.

MLT pays its distributions quarterly.
 
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pai000000

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Hello all

May I know what you guys think of "payment of management fees via unit issue"? I notice that some REITs do this more often, while others don't.
Is this a good or bad sign?

On one hand, it causes dilution which is bad, while on the other hand it shows that the management is willing to take a greater stake in the REIT which is good?
Is it a way of keeping DPU high at a time when earnings from operations is insufficent?

Thanks!
 
SpeedingBullet

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pai000000 said:
Hello all

May I know what you guys think of "payment of management fees via unit issue"? I notice that some REITs do this more often, while others don't.
Is this a good or bad sign?

On one hand, it causes dilution which is bad, while on the other hand it shows that the management is willing to take a greater stake in the REIT which is good?
Is it a way of keeping DPU high at a time when earnings from operations is insufficent?

Thanks!
Click to expand...

Dont many public listed coys pay mgmt in some form of restricted stock options? Its not that dilutive when most of the time it's barely 0.1% of the float.

Maybe u can give some examples of dilutive compensation?
 
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pai000000

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SpeedingBullet said:
Dont many public listed coys pay mgmt in some form of restricted stock options? Its not that dilutive when most of the time it's barely 0.1% of the float.

Maybe u can give some examples of dilutive compensation?
Click to expand...

Hi SpeedingBullet

I noticed that Suntec REIT tends to pay more of their management fees in shares as compared to some others (say FCT) As you say, it is not very dilutive, but I am just wondering what is their motivation for doing so.
 
Milo-Dino

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pai000000 said:
Hi SpeedingBullet

I noticed that Suntec REIT tends to pay more of their management fees in shares as compared to some others (say FCT) As you say, it is not very dilutive, but I am just wondering what is their motivation for doing so.
Click to expand...
u pay management with shares... you encourage management to perform better so that share price will increase due to better performance...
 
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teerance85

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Divested Sabana in July 2013. Lost faith in their management, and still no news about any new tenants!
 
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cloudfire

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Milo-Dino said:
thanks.....

hmm.

I think MGCCT also
Click to expand...

Oh yes. Missed out on that. :o Actually seems like quite a lot. A quick check shows the following: Ascott Reit, CapitaComm, CapitaRChina, CDL H-Trust, Fortune. Am sure there are more which I could have missed out.

Others like FrasersComm and K-Reit seems to have converted from semi-annually to quarterly.

Actually, does it really matter for long term investor??? :s11:
 
Milo-Dino

Milo-Dino

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cloudfire said:
Oh yes. Missed out on that. :o Actually seems like quite a lot. A quick check shows the following: Ascott Reit, CapitaComm, CapitaRChina, CDL H-Trust, Fortune. Am sure there are more which I could have missed out.

Others like FrasersComm and K-Reit seems to have converted from semi-annually to quarterly.

Actually, does it really matter for long term investor??? :s11:
Click to expand...
well it doesn't matter for long term investor....

but i was wondering if there are any which I go for a quick punt on dividend play
 
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