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laksaman57 Supreme	04-Oct-2019 22:33        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://singaporeanstocksinvestor.blogspot.com/2019/10/3q-2019-passive-income-ireit-global.html " ...revealed that I significantly increased my investment in IREIT Global. "
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laksaman57 Supreme	09-Sep-2019 13:28        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/1.0.0/corporate-announcements/44HLV606J5AXVSCL/162ad7d5134b09161cd4e926e1a35bd617ac43267ec7b45301fd183706bf6887 " A new lease commencing on 1 Jul 2019 was also secured at Mü nster South Building"
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LionInvestments Member	07-Aug-2019 15:00        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not really relevant for iReit, they have no exposure to Frankfurt. I think it is too late to still move into Frankfurt offices, Brexit is  mostly priced in and the office market is too small, not possible to find properties with decent reversionary yields anymore, so I hope/think iReit will focus on other places...Let' s not forget that Paris may be a bigger beneficiary from Brexit over the long term... laksaman57      ( Date: 31-Jul-2019 09:49) Posted: https://www.ft.com/content/6e521f04-1332-11e9-a581-4ff78404524e "Frankfurt real estate market booming as Brexit looms Hottest City in Germany for commercial property sees surge in demand for office space"
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laksaman57 Supreme	31-Jul-2019 09:49        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.ft.com/content/6e521f04-1332-11e9-a581-4ff78404524e "Frankfurt real estate market booming as Brexit looms Hottest City in Germany for commercial property sees surge in demand for office space"
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laksaman57 Supreme	30-Jul-2019 23:23        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.mas.gov.sg/-/media/MAS/resource/publications/consult_papers/2019/Consultation-Paper-on-Proposed-Amendments-to-the-Requirements-for-REITs.pdf " MAS seeks views on whether it is appropriate for a REIT that has demonstrated good financial discipline, such as having a higher ICR Threshold, to be allowed a higher leverage, say 55%."
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laksaman57 Supreme	30-Jul-2019 16:57        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Interest Coverage Ratio 10 laksaman57      ( Date: 26-Jul-2019 08:58) Posted: https://www.fool.sg/2019/07/23/these-4-reits-could-benefit-if-leverage-limit-is-raised/ "REITs with a low cost of debt and an adequately high ICR are most likely to benefit from the raising of the limit as they have access to a lot of cheap debt. ... IREIT Global is also investing in Europe, similar to Cromwell, and therefore enjoys a low cost of debt of 1.5%, along with ICR of 10.0 times.
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laksaman57 Supreme	30-Jul-2019 16:47        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.cnbc.com/2019/07/25/ecb-rate-decision-juy-2019.html " The central bank said it expects its key interest rates to remain &ldquo at their present or lower levels&rdquo at least through the first half of 2020, updating the wording on previous statements and suggesting a rate cut could be on the horizon."     chengwh1      ( Date: 30-Jul-2019 12:08) Posted: With riskier investments, first the interest rate will go up, reducing the ICR and lowering the Income Available for Distribution.. Secondly. with higher risk, IF the investments fails, for a REIT, say the tenant couldn' t service the rental with no opportunity to replace the tenant, our dpu payout will be impacted. laksaman57      ( Date: 30-Jul-2019 09:49) Posted: Good for reit with high interest cover ratio.
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chengwh1 Elite	30-Jul-2019 12:08        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With riskier investments, first the interest rate will go up, reducing the ICR and lowering the Income Available for Distribution.. Secondly. with higher risk, IF the investments fails, for a REIT, say the tenant couldn' t service the rental with no opportunity to replace the tenant, our dpu payout will be impacted. laksaman57      ( Date: 30-Jul-2019 09:49) Posted: Good for reit with high interest cover ratio.
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laksaman57 Supreme	30-Jul-2019 09:49        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good for reit with high interest cover ratio.
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chengwh1 Elite	29-Jul-2019 20:23        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sometimes, I wonder,... is increasing the gearing limit a good move,... REIT mgrs might be tempted to increse their rosk profile by buying more ' risky' assets,...
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laksaman57 Supreme	26-Jul-2019 08:58        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.fool.sg/2019/07/23/these-4-reits-could-benefit-if-leverage-limit-is-raised/ "REITs with a low cost of debt and an adequately high ICR are most likely to benefit from the raising of the limit as they have access to a lot of cheap debt. ... IREIT Global is also investing in Europe, similar to Cromwell, and therefore enjoys a low cost of debt of 1.5%, along with ICR of 10.0 times.
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LionInvestments Member	30-Apr-2019 14:40        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	My understanding fromTikehau Capital is that  the UK is not a preferred target country,  they would rather look at France and maybe some other continental European countries I hope they don' t go into the UK, since the Brexit mess is long from finished, it is way to early for good opportunities there. Moreover CDL doesn' t need a vehicle to recycle its UK assets FreedomInvestor      ( Date: 30-Apr-2019 08:24) Posted: CDL has acquired a 50.0% stake in the Manager and a 12.4% stake in the units of IREIT.    Yesterday' s 3 mil married deal at 0.76 was likely to be CDL' s purchase from Lim Chap Huat. So CDL is acquiring the units at 1.3% premium to market price.  IREIT could be the vehicle for CDL to recycle its UK assets. https://links.sgx.com/FileOpen/IREIT_Acquisition%20of%20Manager%20and%20IREIT_Press%20Release_30%20Apr%202019.ashx?App=Announcement& FileID=557037
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FreedomInvestor Member	30-Apr-2019 08:24        FreedomInvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDL has acquired a 50.0% stake in the Manager and a 12.4% stake in the units of IREIT.    Yesterday' s 3 mil married deal at 0.76 was likely to be CDL' s purchase from Lim Chap Huat. So CDL is acquiring the units at 1.3% premium to market price.  IREIT could be the vehicle for CDL to recycle its UK assets. https://links.sgx.com/FileOpen/IREIT_Acquisition%20of%20Manager%20and%20IREIT_Press%20Release_30%20Apr%202019.ashx?App=Announcement& FileID=557037
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laksaman57 Supreme	21-Feb-2019 13:47        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nav Sin$0.77 Gearing 36.6%
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prophetjul Master	21-Feb-2019 11:10        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the heads up!    laksaman57      ( Date: 21-Feb-2019 10:15) Posted: http://foreverfinancialfreedom.blogspot.com/2019/02/ireit-global-nav-up-by-116-for-fy18.html?m=1
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laksaman57 Supreme	21-Feb-2019 10:15        laksaman57 About Contact  Quote this Post!
x 1   x 0  Alert Admin	http://foreverfinancialfreedom.blogspot.com/2019/02/ireit-global-nav-up-by-116-for-fy18.html?m=1
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laksaman57 Supreme	01-Feb-2019 10:11        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://theconversation.com/eu-japan-trade-deal-comes-into-force-to-create-worlds-biggest-trade-zone-110729 "Japan and the EU ? and Germany in particular ? are export-driven economies and advocates of open trade."
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chengwh1 Elite	31-Jan-2019 17:08        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So,... looks like Brexit will benefit Germany' s REITs indirectly,.... The UK' s loss is Germany' s gain,...
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laksaman57 Supreme	30-Jan-2019 13:24        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.ft.com/content/6e521f04-1332-11e9-a581-4ff78404524e "On the eve of Brexit, the commercial real estate market in Germany?s financial capital Frankfurt is booming like never before."
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laksaman57 Supreme	30-Jan-2019 08:56        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"The big banks were among the first to plan to move assets out of London, with Frankfurt standing to benefit handsomely."
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