[Official] REITs CD tracking thread

[Dyhalt]

I'm holding since IPO haaha

Sent from 有妞不泡大逆不道， 見妞就泡替天行道 using GAGT

I have some that I picked up at 0.74 after previous distribution.

the yield is simply too attractive to pass

 

[jiewei]

I have some that I picked up at 0.74 after previous distribution.

the yield is simply too attractive to pass

My average is 0.87

Sent from 有妞不泡大逆不道， 見妞就泡替天行道 using GAGT

 

[MrLimPehSay]

realise a number of reits dpu drop this time...like sabana and cache....

 

[Perisher]

realise a number of reits dpu drop this time...like sabana and cache....

Sabana is expected and has been on downward spiral for a year already...

 

[yihao93]

How u all calculate the profits made by divvy?

Buy in price - ( current mkt price+divvy) is it?

 

[Mancunian2]

realise a number of reits dpu drop this time...like sabana and cache....

this 2 very badly run, sucky management

 

[Dyhalt]

Personally I would avoid Industrial, Hospitality and emerging market REITs for now due to their uncertainty. (Not saying they are bad, just that they have more economic headwinds for future)

Healthcare should be resilient, retail & commercial have most of their future challenges accounted into the price decline already in y humble opinion.

Most importantly, pick well managed REITs

 

[thegodfather]

Cache a bro pointed it it didn't drop. Just they paid in advance in December.

this 2 very badly run, sucky management

 

[blurpandasg2014]

MGCCT Delivers 11.6% DPU Growth for 3Q FY15/16 vs 3Q FY14/15

1.854cents

 

[Genosis]

MGCCT Delivers 11.6% DPU Growth for 3Q FY15/16 vs 3Q FY14/15

1.854cents

Even better, the fee structure of the manager is more aligned to the interests of unitholders.

A portion of their management fees is tied to DPU growth.

 

[blurpandasg2014]

So 1 lot will get how much?

Cannot be $1.854 ?

Shld be $1.85 ... round down But the dividend is paid out semi annual.

 

[Genosis]

So 1 lot will get how much?

Cannot be $1.854 ?

1 unit gets $0.01854

100 units get $1.854

1000 units get $18.54

Math!!!

 

[Genosis]

next qtr might be same right?

so 18.54x2 = S$37.08 per lot to be pay in Apr right?

Yup. More or less the same bcos they have renewed or replaced 92% of the portfolio leases due for expiry this year (another strong point of the management )

Plus, they managed to secure these new leases at big positive rental reversions! I thought the Hong Kong and China markets are not doing well.....hahaha

 

[Weaboo]

Yup. More or less the same bcos they have renewed or replaced 92% of the portfolio leases due for expiry this year (another strong point of the management )

Plus, they managed to secure these new leases at big positive rental reversions! I thought the Hong Kong and China markets are not doing well.....hahaha

waiting for my crct positive results

 

[Layers]

waiting for my crct positive results

same same, their NPI this FY seem very good

 

[SBC]

Aims is a better managed industrial reits. Is reflected in its share price movement today.

Will consider to up my holding.

 

[Genosis]

Aims is a better managed industrial reits. Is reflected in its share price movement today.

Will consider to up my holding.

Yup, they are competent. Not excellent but still competent so far.

Currently more than 800,000 sqft of their portfolio remains under-utilised so there is an opportunity for organic growth in the future which is what they are currently doing at redevelopment of 30 and 32 Tuas West Road

 

[Weaboo]

I also have aims ... Hope it can climb up to my price of 1.40

 

[Perisher]

What's toking you?

I talking about mgcct bi-annual dpu not STI etf.

Think he was confused. More like he is speaking in general terms...

 

[Genosis]

What's toking you?

I talking about mgcct bi-annual dpu not STI etf.

My apologies. Made a mistake. U are right for ur comment on MGCCT's DPU for April.

I really should not post late at night....head blurry liao