tag:blogger.com,1999:blog-7944902213075756335.post8555984736999613935..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): Added more Croesus Retail Trust and reduced Sabana REIT.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-7944902213075756335.post-73539791648727338442014-01-24T16:15:26.318+08:002014-01-24T16:15:26.318+08:00The Croesus Group is an independent Asian based pr...The Croesus Group is an independent Asian based private investment firm that has been involved in real estate management and strategic business advisory since its formation in 2005. <br /><br />The Croesus Group was formed in Japan, and now has a presence in Japan, China, Singapore and Taiwan. Between 2007 and 2010, the Group managed a US$500 million residential real estate fund in Japan for a AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-9747833109281362072014-01-16T08:03:14.130+08:002014-01-16T08:03:14.130+08:00Hi Capricon,
In an interview, the CEO said that t...Hi Capricon,<br /><br />In an interview, the CEO said that they want to move quickly because prices of commercial properties are moving up in Japan. So, I feel that this fund raising is a follow through on that.<br /><br />I believe that the NPI yield of shopping malls in Japan is close to 6% and DPU accretive purchases could still be made.<br /><br />Will wait to see how things turn out. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12369768189866397262013-12-24T22:18:49.649+08:002013-12-24T22:18:49.649+08:00Hi Clueless Punter,
All investments are good at t...Hi Clueless Punter,<br /><br />All investments are good at the right price! I believe this.<br /><br />Industrial properties' landlords will face headwinds in 2014 and 2015. I don't doubt this.<br /><br />Some pessimism from Mr. Market is only natural. However, if Mr. Market should become overly pessimistic, there could be buying opportunities. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11590175805836610782013-12-17T20:12:56.475+08:002013-12-17T20:12:56.475+08:00What are your views on industrial reits with low g...What are your views on industrial reits with low gearing and stable, quality master leases? It seems prices are all falling as one but the industrials are all not equal. Do you think they are still attractive at the right yield?cphttps://www.blogger.com/profile/17983554208315782848noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87151770080451085432013-11-24T01:51:02.764+08:002013-11-24T01:51:02.764+08:00Hi Cory,
The weakness in the JPY is likely to per...Hi Cory,<br /><br />The weakness in the JPY is likely to persist in the next couple of years at least. How long will it stay weak for? That is more difficult to say.<br /><br />The many rounds of QE meant that the US$ stayed weak for the last few years. Eventually, it would strengthen.<br /><br />By the same token, the JPY will one day strengthen. In the meantime, its weakness represents short AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-21410688467483012242013-11-23T23:00:54.658+08:002013-11-23T23:00:54.658+08:00I like the idea of selling one reit sector to go a...I like the idea of selling one reit sector to go another. Have been deliberating this for a while and even going to less leverage stocks.<br /><br />With increasing strength in USD and further strengthening of SGD. The probability of Yen facing another round of weakening imo. is higher. At best equilibrium but is unlikely to strengthen.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.com