
Hi yanggoat,
Where did you extract this comparison table from? Tks...
yanggoat ( Date: 18-Dec-2008 23:27) Posted:
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REIT |
Period |
DPU ct |
Price |
Yield |
NAV |
Assets Type |
---|---|---|---|---|---|---|
MI-REIT |
Q2 : Sep-08 |
2.35 |
S$0.245 |
38.367% |
S$1.30 |
Industrial |
Saizen |
FY08 - IPO |
5.30 |
S$0.13 |
40.769% |
S$1.05 |
Residential (Japan) |
Cambridge |
Q3 : Sep-08 |
1.49 |
S$0.275 |
21.556% |
S$0.76 |
Industrial |
LMIR |
Q3 : Sep-08 |
1.6 |
S$0.32 |
19.844% |
S$0.9598 |
Malls - Indonesia |
FrasersComm |
Q3 : Sep-08 |
1.11 |
S$0.24 |
18.417% |
S$1.20 |
Malls + Office (S'pore and Aust) |
AscottREIT |
Q3 : Sep-08 |
2.61 |
S$0.565 |
18.478% |
S$1.58 |
Serviced Apts (Regional) |
Fortune |
Q3 : Sep-08 |
8.65 |
HK$1.74 |
19.885% |
HK$8.90 |
Malls (HK) |
CDL HTrust |
Q3 : Sep-08 |
2.93 |
S$0.695 |
16.777% |
S$1.56 |
Hotels |
First REIT |
Q3 : Sep-08 |
1.92 |
S$0.40 |
19.000% |
S$0.9214 |
Hospitals + Hotel (Indonesia) |
Suntec |
Q4: Sep-08 |
2.854 |
S$0.73 |
15.552% |
S$2.232 |
Malls + Office |
CapitaRChina |
Q3 : Sep-08 |
2.01 |
S$0.52 |
15.404% |
S$1.16 |
Malls (China) |
MapleTree |
Q3 : Sep-08 |
1.84 |
S$0.35 |
15.904% |
S$0.84 |
Industrial |
CCT |
Q3 : Sep-08 |
3.10 |
S$0.915 |
13.475% |
S$3.11 |
Office |
K-REIT |
Q3 : Sep-08 |
2.34 |
S$0.695 |
13.353% |
S$2.19 |
Office |
MP REIT |
Q3 : Sep-08 |
1.78 |
S$0.535 |
13.234% |
S$1.59 |
Malls + Office |
FrasersCT |
Q4 : Sep-08 |
2.05 |
S$0.63 |
13.016% |
S$1.24 |
Malls |
A-REIT |
Q2 : Sep-08 |
4.01 |
S$1.40 |
11.457% |
S$1.81 |
Industrial |
CMT |
Q3 : Sep-08 |
3.64 |
S$1.70 |
8.518% |
S$2.39 |
Malls + Office |
PLife |
Q3 : Sep-08 |
1.71 |
S$0.755 |
9.073% |
S$1.34 |
Hospitals |
Yanggoat,
It's important to understand the risks of each financial instrument first before dabbling in them. Good to know you are trying to familiarise yourself with the various instruments.
What's important is to derive a workable trading/investing system that not only provides a clear and OBJECTIVE way to manage one's RISKS vs the rewards, but also suits one's market PERSONALITY. My view is that this is the hardest part and most ppl will have to lose some money or spend some money to really find out what suits them.
Take care of the downside risk properly, and the profits will come.
Good independent thinking by yanggoat here. Doesn't hurt to think thru a bit more b4 going in.
One needs to understand more on FA for REIT investment - scrutinise their debt holdings vs asset holdings, the kinds of assets actually held, and how those assets' valuation and rental returns get affected during recessions.
If their debt gets too expensive to finance, how? Any assets pledged to banks?
What about the rental occupancy rate? Any other significant operating costs for their assets due to maintenance etc? What about capital outlay for future upgrading works? How about other competing properties vis-a-vis the REIT's properties?
Dividend-side analysis - how do the returns get generated? Purely rental yield, or based on asset valuation too? Mark to market? Etc...
Anyhow whack, can kena whack.
yanggoat ( Date: 16-Dec-2008 19:57) Posted:
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yanggoat ( Date: 15-Dec-2008 22:49) Posted:
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see http://www.nextinsight.com.sg/content/view/737/60/
got a few other stories on Reits. but be careful: yields in 2009 are not entirely crystal clear cos defaults by tenants not impossible.
yanggoat ( Date: 14-Dec-2008 22:45) Posted:
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Hulumas ( Date: 15-Dec-2008 14:17) Posted:
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chinton86 ( Date: 15-Dec-2008 13:27) Posted:
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yanggoat ( Date: 14-Dec-2008 22:45) Posted:
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