General S-REITs Discussion Thread

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SkyletAcer

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Hi guys!

I have three REITs in mind now. SPH reits (retail - more resilient to economy downturn), MLT (Proactive profile management, relatively comfortable leverage ratio) and CACHE (Low leverage ratio, less vulnerable to QE tapering?)

Cache dividend yield is rather attractive :s13: and MLT with the upcoming redevelopments and acquisitions the dividend yield might be promising too :D
SPH reit relatively new with only 2 properties so i guess the yield wont have much changes for the time being? :(

As these three REITs price looks pretty appealing now but i only have war chest to load one of them. May i check which one would be a better choice for mid-term investment (2-3 years at least). :s12::s12::s12:

Last but not least starhill global looks good too. Any advice would be greatly appreciate :)
 
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athulican

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Came across in valuebuddies someone said FCT's Bedok Point got lots of tenants moved out possibly due to competition from Bedok Mall. Was in Bedok Point last week. What tenants moved out? A few still undergoing renovation some more. :s13:
 
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teerance85

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athulican said:
Came across in valuebuddies someone said FCT's Bedok Point got lots of tenants moved out possibly due to competition from Bedok Mall. Was in Bedok Point last week. What tenants moved out? A few still undergoing renovation some more. :s13:
Click to expand...

It's true.

Ayam Penyet relocated to Bedok Mall.
Chinese Wedding Shop relocated to Bedok Mall.
Bedok Mall has Gong Cha and Starbucks.
 
Curry Crab

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athulican said:
Came across in valuebuddies someone said FCT's Bedok Point got lots of tenants moved out possibly due to competition from Bedok Mall. Was in Bedok Point last week. What tenants moved out? A few still undergoing renovation some more. :s13:
Click to expand...

yeah alot of them went over to bedok mall even subway... and tenants like timezone and afew move out mayb because sale not that good also... :(

long long time ago that place got mac that time also cui now bedok mall open they still become cui :(
 
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teerance85

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Curry Crab said:
yeah alot of them went over to bedok mall even subway... and tenants like timezone and afew move out mayb because sale not that good also... :(

long long time ago that place got mac that time also cui now bedok mall open they still become cui :(
Click to expand...

And speaking of Mac, now we have 2 macs at bedok. 1 at Princess Cinema and the other at Bedok Mall. We have 2 starbucks too. Not sure why bedok need 2 macs and starbucks.

Business at Bedok Point has been affected after Bedok Mall.
 
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simon_84

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athulican said:
Came across in valuebuddies someone said FCT's Bedok Point got lots of tenants moved out possibly due to competition from Bedok Mall. Was in Bedok Point last week. What tenants moved out? A few still undergoing renovation some more. :s13:
Click to expand...

hmm...maybe i should consider to divest FCT and accumulate more CMT instead.
heart follows FCT for more dividends but logic tells me to go for CMT for better price stability.
 
Curry Crab

Curry Crab

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teerance85 said:
And speaking of Mac, now we have 2 macs at bedok. 1 at Princess Cinema and the other at Bedok Mall. We have 2 starbucks too. Not sure why bedok need 2 macs and starbucks.

Business at Bedok Point has been affected after Bedok Mall.
Click to expand...

maybe cuz can cater to different consumer ma...

bedok mrt is like seperated in the middle princess de cater to those behind it lor...

the the other side the others..
 
bigmice

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will bedock mall handover to capitalmall from CMA?
if yes, Capitalmall[c38u] better than FCT
 
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Opps-gal

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teerance85 said:
And speaking of Mac, now we have 2 macs at bedok. 1 at Princess Cinema and the other at Bedok Mall. We have 2 starbucks too. Not sure why bedok need 2 macs and starbucks.

Business at Bedok Point has been affected after Bedok Mall.
Click to expand...

2macs good, if one no space to sit, can go another one. :D
 
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sandwicher

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I live in the east and frequent Bedok quite often.

Honestly after Bedok Mall is opened, i can't be bothered to visit Bedok Pt anymore. It is truly way too far (Bedok Mall has a better location).

Also last week Bedok Mall has finally opened the MRT underground link to Bedok Mall (kind of how Bugis MRT and Bugis Junction is linked). I find myself visiting BM more than BP (never now). I'm also quite happy that stalls are moving to BM as I don't have to walk between the two malls for what i want.

Gut feeling tells me that Starbucks at BP is gonna close soon after the tenancy period expires.
 
eveee99

eveee99

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simon_84 said:
hmm...maybe i should consider to divest FCT and accumulate more CMT instead.
heart follows FCT for more dividends but logic tells me to go for CMT for better price stability.
Click to expand...

I think CMA better leh ... parent company may have more potential to grow than its reits ...same for FCT. U can go read F & N latest annual report for more info about FCT ... there's plan to inject Changi City Point into FCT, so I think FCT is still good at the right price lah. I'm still waiting to add reits .....
 
ChilliCrab_

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eveee99 said:
I think CMA better leh ... parent company may have more potential to grow than its reits ...same for FCT. U can go read F & N latest annual report for more info about FCT ... there's plan to inject Changi City Point into FCT, so I think FCT is still good at the right price lah. I'm still waiting to add reits .....
Click to expand...

the big pie contributing to FCT comes from CWP.
 
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mjboon

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bigmice said:
will bedock mall handover to capitalmall from CMA?
if yes, Capitalmall[c38u] better than FCT
Click to expand...

Just a mall in Bedok will tells CMT or FCT is better? :s11::s11:

Bedok Point contribute "only" 6.5% to overall FCT portfolio (Causeway Point ~48%, Northpoint ~31%). Also, Changi City Point and The Centrepoint are in the pipeline for FCT :)

Nevertheless, I hope FCT's DPU continue to grow, and translate to higher DY% :D


** Vested in FCT
 
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