tag:blogger.com,1999:blog-7944902213075756335.post8048903055057777750..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): AIMS AMP Capital Industrial REIT and Sabana REIT.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-7944902213075756335.post-43826890894507244672011-11-14T11:27:55.410+08:002011-11-14T11:27:55.410+08:00Hi Ray,
You are welcome. :)Hi Ray,<br /><br />You are welcome. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89224987149471251502011-11-14T11:21:36.312+08:002011-11-14T11:21:36.312+08:00Thanks alot AKThanks alot AKRaynoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58007673662862384632011-11-14T11:19:01.052+08:002011-11-14T11:19:01.052+08:00Hi Ray,
I think it is an issue that has been blow...Hi Ray,<br /><br />I think it is an issue that has been blown out of proportion by some people and in some quarters. You might want to read this:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2010/11/reits-depreciation-and-ffo.html" rel="nofollow">REITs, depreciation and FFO.</a><br /><br />I also recently replied to a comment from a reader on land leases:<br /><br /><a href="AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-37508170973293889992011-11-12T23:05:29.216+08:002011-11-12T23:05:29.216+08:00Hi AK,
Sorry to comment on your old post again. I...Hi AK,<br /><br />Sorry to comment on your old post again. I have been reading comments and discussion on REITs.<br />Tenure length have been discussed and seem to be an issue but I just couldnt make sense how.<br /><br />1) Can you share what I should look out for in Tenure Duration of the properties?<br /><br />2) Also, how does a newbie know if the management of a REIT is capable or not? <br /Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68467327358764451202011-05-23T20:31:47.117+08:002011-05-23T20:31:47.117+08:00Hi Edward,
You have a valid point although most o...Hi Edward,<br /><br />You have a valid point although most of the properties of AIMS AMP Capital Industrial REIT are not of the high tech variety which commands the highest rental psf.<br /><br />I am not comfortable comparing AIMS AMP Capital Industrial REIT and Sabana REIT with HPH since they are essentially different types of businesses. Personally, I do not have any vested interest in HPH.<brAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2244132325777072052011-05-23T12:05:19.448+08:002011-05-23T12:05:19.448+08:00I agree with all your comments. I did some researc...I agree with all your comments. I did some research and reached the same conclusion about lower gearing while still achieving similar yield % with AIMS reit. <br /><br />But AIMS reit leases expiring 2011, 2012, 2013, might 'reset' at higher rents given the weak 2008-2010 rental agreements. <br /><br />Sabana is locked in till 2013, at rents that might be 'inflated' to push Edwardnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-41943269651244487352011-05-13T00:11:33.457+08:002011-05-13T00:11:33.457+08:00Hi Peroxide,
At the current price, Sabana REIT lo...Hi Peroxide,<br /><br />At the current price, Sabana REIT looks like a more attractive proposition. I am just sharing my plan if Sabana REIT's unit price should decline further. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3632733351109933482011-05-12T23:39:29.129+08:002011-05-12T23:39:29.129+08:00At first I thought it sounds a bad deal.. Aims hav...At first I thought it sounds a bad deal.. Aims have higher yield.. but after doing the calculation, realized that they're that close.. Definitely with lower gearing, it'd sounds like a form of hedging?? :Dhydrogenperoxidehttps://www.blogger.com/profile/07946165075007364161noreply@blogger.com