tag:blogger.com,1999:blog-7944902213075756335.post2139216925840378936..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Higher rents to benefit industrial properties S-REITs.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-7944902213075756335.post-50109173754225355192011-04-09T21:57:43.178+08:002011-04-09T21:57:43.178+08:00Hi sanmuzi,
I did not mention Ascendas India Trus...Hi sanmuzi,<br /><br />I did not mention Ascendas India Trust because I don't know anything about it. ;)<br /><br />Also, this blog post is more on industrial properties in Singapore.<br /><br />I am glad you have found my blog helpful and I look forward to hearing from you again. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-51443814908383912752011-04-09T18:08:32.629+08:002011-04-09T18:08:32.629+08:00Hi,AK71,
It seems that you did not mention Ascend...Hi,AK71,<br /><br />It seems that you did not mention Ascendas India Trust which is also an industrial REIT? Can you share your view on this counter please? I am a newbie and i have learned alot from your blog. Thank you very much for your kindness and generosity!sanmuzihttps://www.blogger.com/profile/03374602714438323484noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-14243424774133960202011-04-08T12:00:00.500+08:002011-04-08T12:00:00.500+08:00Hi JW,
Yes, I am aware of this and have made the ...Hi JW,<br /><br />Yes, I am aware of this and have made the same point in various other blog posts and in replies to readers' comments. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-62108957641698297092011-04-08T09:30:42.634+08:002011-04-08T09:30:42.634+08:00AK,
do take note that industrial reits and proper...AK,<br /><br />do take note that industrial reits and properties generally have higher yields because of a much shorter leasehold, as compared to commercial or residential.<br /><br />The higher yield is to compensate for this shorter leasehold.JWhttps://www.blogger.com/profile/04633191740991225888noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-59011918945137484042011-04-07T22:29:19.785+08:002011-04-07T22:29:19.785+08:00Hi CW,
Yes, REITs with blue chip sponsors have th...Hi CW,<br /><br />Yes, REITs with blue chip sponsors have that advantage. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-49807866988783000192011-04-07T22:19:16.533+08:002011-04-07T22:19:16.533+08:00The ability of re-financing is the key to survival...The ability of re-financing is the key to survival during financial crisis. Ah Gong has deep pocket.Createwealth8888https://www.blogger.com/profile/08563834016250153049noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72697279131550900482011-04-07T22:00:27.521+08:002011-04-07T22:00:27.521+08:00Hi WK,
I don't think so. As long as the cost ...Hi WK,<br /><br />I don't think so. As long as the cost of debt is low and the credit environment is benign, 30 to 35% gearing for REITs is manageable.<br /><br />If it bothers you sufficiently, then, you might want to look at Cache Logistics Trust and Sabana REIT, both of which have gearing at less than 30%.<br /><br />It might interest you to know the gearing levels for Mapletree IndustrialAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20466948636688450812011-04-07T21:49:34.385+08:002011-04-07T21:49:34.385+08:00dun u think gearing of over 30% is consider high?dun u think gearing of over 30% is consider high?WKnoreply@blogger.com