tag:blogger.com,1999:blog-7944902213075756335.post3682633574090438015..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): IREIT Global is going to Spain! Excelente!AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-7944902213075756335.post-12931369637774277712022-09-09T17:41:12.651+08:002022-09-09T17:41:12.651+08:00"The European Central Bank is clearly awake t..."The European Central Bank is clearly awake to the threat of inflation. Thursday’s unanimous 75-basis point hike to its benchmark deposit rate is the largest in the ECB’s 24-year history. The era of negative rates is now firmly in the rear-view mirror. The bank’s forward guidance is dramatic: If necessary, more hikes will follow over the next few meetings into early next year."<br /><brAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12775957558667367902022-09-09T15:19:01.489+08:002022-09-09T15:19:01.489+08:00Hi Goh,
Thanks for sharing your thoughts with us ...Hi Goh,<br /><br />Thanks for sharing your thoughts with us here in such great detail.<br /><br />Much appreciated.<br /><br />Certainly, the rising interest rates and the move towards working from home are challenges faced by all office REITs.<br /><br />From what I have read. IREIT Global's assets are well located and somewhat undervalued even in today's environment.<br /><br />Also, itAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52093345458474189422022-09-09T14:42:16.453+08:002022-09-09T14:42:16.453+08:00Hi AK
Thank you for the reply, I appreciate it. O...Hi AK<br /><br />Thank you for the reply, I appreciate it. Of course, I do not expect you to have any insider information. Just wanted to know your thoughts, which you have generously shared.<br /><br />IREIT is not a big part of my portfolio, so I am not losing any sleep over it. But I am interested in all my stocks, even if allocation is small. After all, money is money, so I don't sleep onGohhttps://www.blogger.com/profile/03725184452506424976noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-85616158479683950682022-09-08T16:44:17.445+08:002022-09-08T16:44:17.445+08:00Hi Goh,
Unfortunately, I do not have inside infor...Hi Goh,<br /><br />Unfortunately, I do not have inside information on the progress that is being made on the property concerned.<br /><br />I can only say that based on the manager's track record, they have shown themselves to be very capable of filling up space rather quickly.<br /><br />However, given the very challenging situation in Europe at the moment, I think it is reasonable to expectAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-6388369089516999952022-09-08T16:30:26.786+08:002022-09-08T16:30:26.786+08:00Hello AK
I have been a long time reader of your b...Hello AK<br /><br />I have been a long time reader of your blog, having been visiting since 2014s I think. Thank you for all the enlightening articles.<br /><br />I have some IREIT, but I am kind of worried about their Darmstadt property. It forms about 13% of the gross income, but the only tenant is leaving Nov this year. Despite IREIT's efforts, they have not been able to find a replacementGohhttps://www.blogger.com/profile/03725184452506424976noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2549034774501007572021-02-22T13:34:20.745+08:002021-02-22T13:34:20.745+08:00Hi F@ng,
Of course, all of us should do our own r...Hi F@ng,<br /><br />Of course, all of us should do our own research to be sure.<br /><br />When in doubt, it might be better to stay out. ;)<br /><br />Peace of mind is priceless. :)<br /><br />Some might find this interesting:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2019/11/is-eagle-hospitality-trust-worth-it.html" rel="nofollow">Is Eagle Hospitality Trust worth it?</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72845502854152805922021-02-22T10:59:00.979+08:002021-02-22T10:59:00.979+08:00Okay thank you! Hard as a nice investor but will t...Okay thank you! Hard as a nice investor but will take note to hold on good fundamental stocks at good entry points, and ignore short term fluctuations!F@nghttps://www.blogger.com/profile/18132638109531578513noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25928179734352658622021-02-22T07:57:11.974+08:002021-02-22T07:57:11.974+08:00Hi F@ng,
My investment thesis has not changed and...Hi F@ng,<br /><br />My investment thesis has not changed and if the unit price falls significantly from here, I would probably be buying more.<br /><br />See:<br /><a href="https://singaporeanstocksinvestor.blogspot.com/2020/10/ireits-rights-issue-why-did-ak-subscribe.html" rel="nofollow">IREIT's rights issue: Why did AK subscribe?</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-19113829126678445832021-02-16T16:37:25.292+08:002021-02-16T16:37:25.292+08:00Hi Mr AK,
In recent 2 weeks, there seems to be a ...Hi Mr AK,<br /><br />In recent 2 weeks, there seems to be a gentle bearish trend for IREIT. Would you comment on the recent slide in Ireit global prices?<br /><br />F@nghttps://www.blogger.com/profile/18132638109531578513noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-62233779176296171932020-03-18T21:12:36.371+08:002020-03-18T21:12:36.371+08:00Hi Unknown,
When the bear comes out of its cave, ...Hi Unknown,<br /><br />When the bear comes out of its cave, none is spared.<br /><br />At the current price, IREIT Global is a fantastic bargain, I feel.<br /><br />Of course, cheap could always get cheaper.<br /><br />After all, Mr. Market could stay irrational longer than we can stay solvent.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28274124577453532292020-03-18T17:27:17.028+08:002020-03-18T17:27:17.028+08:00Nibbled a small position for Ireit today after wai...Nibbled a small position for Ireit today after waiting on the sidelines. The below was announced and it dropped 15%. In any given day, the note below would shoot the stock 15% up the other way. Confusing times! remains to be seen if i am an idiot or a genius LOL.<br /><br />"From a financial standpoint, the Manager wishes to inform that there is limited impact to IREIT’s<br />performance Unknownhttps://www.blogger.com/profile/12553968213670228884noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-78528479798704698082019-12-09T17:47:00.806+08:002019-12-09T17:47:00.806+08:00Hi Capricon,
Just talking to myself, as usual.
I...Hi Capricon,<br /><br />Just talking to myself, as usual.<br /><br />I have been invested in the REIT for many years and my older positions were mostly bought at under 70c a unit with some at 71c or so a unit, if I remember correctly.<br /><br />A rather sleepy REIT but not complaining.<br /><br />Happy just collecting dividends.<br /><br />A confluence of factors made me increase my investment AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5202245871214878652019-12-08T23:22:38.254+08:002019-12-08T23:22:38.254+08:00Hi YKK,
I have no doubt that CDL is going to be a...Hi YKK,<br /><br />I have no doubt that CDL is going to be an important part of IREIT Global's future growth.<br /><br />With reputable sponsors who are experienced managers as well, IREIT Global can be so much more than what it is today.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13948536790086186272019-12-08T22:51:22.519+08:002019-12-08T22:51:22.519+08:00Hi Ak
CDL collaboration is bearing fruit for Irei...Hi Ak<br /><br />CDL collaboration is bearing fruit for Ireit. I hold a small amount in this reit.<br />Look forward to more action from Ireit.Your Ka-ki!https://www.blogger.com/profile/13849151873741154438noreply@blogger.com