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Think industrial reit is a laggard right now. Industrial logistics reits be the next star soon..
luckyguy3 ( Date: 14-Apr-2023 14:07) Posted:
http://www.businesstimes.com.sg/companies-markets/key-esr-logos-reit-tenant-renews-lease-20-increase
Key ESR-Logos Reit tenant renews lease at a 20% increase
THE manager of ESR-Logos real estate investment trust (ESR-Logos Reit) : J91U 0% on Friday (Apr 14) said that Ceva Logistics Singapore (Ceva) renewed its property&rsquo s lease for a three-year term, at an increased rate of 20 per cent.
kwwongm ( Date: 14-Apr-2023 13:49) Posted:
| With upcoming renewal and market lease increase by 20%to 30%. ...in sg....Aims will gain tremendous...enjoy the ride. |
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http://www.businesstimes.com.sg/companies-markets/key-esr-logos-reit-tenant-renews-lease-20-increase
Key ESR-Logos Reit tenant renews lease at a 20% increase
THE manager of ESR-Logos real estate investment trust (ESR-Logos Reit) : J91U 0% on Friday (Apr 14) said that Ceva Logistics Singapore (Ceva) renewed its property&rsquo s lease for a three-year term, at an increased rate of 20 per cent.
kwwongm ( Date: 14-Apr-2023 13:49) Posted:
| With upcoming renewal and market lease increase by 20%to 30%. ...in sg....Aims will gain tremendous...enjoy the ride. |
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With upcoming renewal and market lease increase by 20%to 30%. ...in sg....Aims will gain tremendous...enjoy the ride.
I appreciated your comments, bro,.. will think abt them,... will reply if necessary,... thank you again.
I am hard into Reits,.. I don' t diversify too much, focussing into a few only and holding long term... hence,.. my discussions here,... just a bit of myself.
But,... the divvies has been good,... I can stay longterm in a foreign ctry and continue to earn income.
Bro, investing in Aussie is good as well. Look at the valuation...asset value increase year over year. Which is why Aussie inflation is sky high.
chengwh1 ( Date: 06-Apr-2023 10:21) Posted:
When a central bank increases interest rates,... the interest that the REIT has to fork out in order to ' issue and attract' perpetual take-ups will also need to be higher, relatively. For fixed income investors, they would demand more returns to hold perps and bonds since risk-free rates are high out there.
kwwongm ( Date: 06-Apr-2023 09:56) Posted:
There are many ways reit. can raise fund. Does not necessary tie to Aussie dollar/bank..as well as using perpetual..
Look at their blended cost of financing |
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Those perpetual had been issued and delivered..😁 😁 . As reit investor, u are supposed to be glad as this financing does not impacted by RBA change..
chengwh1 ( Date: 06-Apr-2023 10:21) Posted:
When a central bank increases interest rates,... the interest that the REIT has to fork out in order to ' issue and attract' perpetual take-ups will also need to be higher, relatively. For fixed income investors, they would demand more returns to hold perps and bonds since risk-free rates are high out there.
kwwongm ( Date: 06-Apr-2023 09:56) Posted:
There are many ways reit. can raise fund. Does not necessary tie to Aussie dollar/bank..as well as using perpetual..
Look at their blended cost of financing |
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When a central bank increases interest rates,... the interest that the REIT has to fork out in order to ' issue and attract' perpetual take-ups will also need to be higher, relatively. For fixed income investors, they would demand more returns to hold perps and bonds since risk-free rates are high out there.
kwwongm ( Date: 06-Apr-2023 09:56) Posted:
There are many ways reit. can raise fund. Does not necessary tie to Aussie dollar/bank..as well as using perpetual..
Look at their blended cost of financing.
chengwh1 ( Date: 06-Apr-2023 09:50) Posted:
Apologies fro the later reply,... long stay now in Sydney and Melbourne. There have been times when the general sentiment for REITs had been positive but Aims did not rise. ...
I would counter your second statement by recommending you to read and observe my other postings in this thread and in this forum. I would support most inputs with references to published materials.
For now, look at the following Slides :-
1) 9 : Well-diversified Portfolio Anchored by Australian business parks and strong credit covenants. - Would you prefer Australia to have a high-interest rate environment ?
2) 10 : Look at the TOP TWO Tenants in terms of Gross Rental Income. - Would you prefer Australia to have a high-interest rate environment ?
3) 11 : Geographical Diversification Australian assets increase proportion of freehold properties - Focus in future is on freehold properties.
Furthermore, as is with most SG REITs, rhey are ' diversifying' their portfolio holdings into Australia, hence, we need to be more attentive to RBA rate movements,... and its effect on Aims,... for I believe RBA rate movements will affect Aims today and movig fwd too,... unless, of course, Aims decides not to invest in Australia anymore |
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Pls look at how they finance those new Aussie asset...
chengwh1 ( Date: 06-Apr-2023 09:59) Posted:
I just thought of something - in your immediate previous reply,.. you implied that since most assets are in SG, no need to think too much abt RBA rates. Hence are you are implying that 25.9% of total GRI% contribution from Woolworths and Optus is not high enough to warrant our attention ?
Again,... why do you keep saying RBA rate movements (rise or hold) will NOT affect Aims ?
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I just thought of something - in your immediate previous reply,.. you implied that since most assets are in SG, no need to think too much abt RBA rates. Hence are you are implying that 25.9% of total GRI% contribution from Woolworths and Optus is not high enough to warrant our attention ?
Again,... why do you keep saying RBA rate movements (rise or hold) will NOT affect Aims ?
There are many ways reit. can raise fund. Does not necessary tie to Aussie dollar/bank..as well as using perpetual..
Look at their blended cost of financing.
chengwh1 ( Date: 06-Apr-2023 09:50) Posted:
Apologies fro the later reply,... long stay now in Sydney and Melbourne. There have been times when the general sentiment for REITs had been positive but Aims did not rise. ...
I would counter your second statement by recommending you to read and observe my other postings in this thread and in this forum. I would support most inputs with references to published materials.
For now, look at the following Slides :-
1) 9 : Well-diversified Portfolio Anchored by Australian business parks and strong credit covenants. - Would you prefer Australia to have a high-interest rate environment ?
2) 10 : Look at the TOP TWO Tenants in terms of Gross Rental Income. - Would you prefer Australia to have a high-interest rate environment ?
3) 11 : Geographical Diversification Australian assets increase proportion of freehold properties - Focus in future is on freehold properties.
Furthermore, as is with most SG REITs, rhey are ' diversifying' their portfolio holdings into Australia, hence, we need to be more attentive to RBA rate movements,... and its effect on Aims,... for I believe RBA rate movements will affect Aims today and movig fwd too,... unless, of course, Aims decides not to invest in Australia anymore.
kwwongm ( Date: 04-Apr-2023 13:36) Posted:
Today most reit rise..not due to RBA hold rates..
Again most aims asset are in sg...pls make effort to read. T |
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Apologies fro the later reply,... long stay now in Sydney and Melbourne. There have been times when the general sentiment for REITs had been positive but Aims did not rise. ...
I would counter your second statement by recommending you to read and observe my other postings in this thread and in this forum. I would support most inputs with references to published materials.
For now, look at the following Slides :-
1) 9 : Well-diversified Portfolio Anchored by Australian business parks and strong credit covenants. - Would you prefer Australia to have a high-interest rate environment ?
2) 10 : Look at the TOP TWO Tenants in terms of Gross Rental Income. - Would you prefer Australia to have a high-interest rate environment ?
3) 11 : Geographical Diversification Australian assets increase proportion of freehold properties - Focus in future is on freehold properties.
Furthermore, as is with most SG REITs, rhey are ' diversifying' their portfolio holdings into Australia, hence, we need to be more attentive to RBA rate movements,... and its effect on Aims,... for I believe RBA rate movements will affect Aims today and movig fwd too,... unless, of course, Aims decides not to invest in Australia anymore.
kwwongm ( Date: 04-Apr-2023 13:36) Posted:
Today most reit rise..not due to RBA hold rates..
Again most aims asset are in sg...pls make effort to read. Tq
chengwh1 ( Date: 04-Apr-2023 13:12) Posted:
I was asking you an academic question because I thought you would have the answer offhand without me needing to chk in the financial statements. The answer to my question would not be in the inevstor relations section. We need to look into the latest unaudited financial statements for 1HFY2022/23 ended September 30th., 2022.
I still suspected the price rose today because of the confirmation that the RBA HOLDS the interest rate today.
You are not the only one betting-on/investing-for the success of Aims Apac REIT.
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Today most reit rise..not due to RBA hold rates..
Again most aims asset are in sg...pls make effort to read. Tq
chengwh1 ( Date: 04-Apr-2023 13:12) Posted:
I was asking you an academic question because I thought you would have the answer offhand without me needing to chk in the financial statements. The answer to my question would not be in the inevstor relations section. We need to look into the latest unaudited financial statements for 1HFY2022/23 ended September 30th., 2022.
I still suspected the price rose today because of the confirmation that the RBA HOLDS the interest rate today.
You are not the only one betting-on/investing-for the success of Aims Apac REIT.
kwwongm ( Date: 04-Apr-2023 09:30) Posted:
| U can check those info @ investor relationship..😁 😁 |
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I was asking you an academic question because I thought you would have the answer offhand without me needing to chk in the financial statements. The answer to my question would not be in the inevstor relations section. We need to look into the latest unaudited financial statements for 1HFY2022/23 ended September 30th., 2022.
I still suspected the price rose today because of the confirmation that the RBA HOLDS the interest rate today.
You are not the only one betting-on/investing-for the success of Aims Apac REIT.
kwwongm ( Date: 04-Apr-2023 09:30) Posted:
U can check those info @ investor relationship..😁 😁
chengwh1 ( Date: 03-Apr-2023 17:16) Posted:
| So rental increase will be able to offset the loan interest rate increase. That' s good news. Am I understanding this correctly |
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Now at 1.35per share...on the way to 1
4. Good share to hold.
U can check those info @ investor relationship..😁 😁
chengwh1 ( Date: 03-Apr-2023 17:16) Posted:
So rental increase will be able to offset the loan interest rate increase. That' s good news. Am I understanding this correctly ?
kwwongm ( Date: 03-Apr-2023 16:10) Posted:
Their lease in Aussie is built in rate increase yearly...
Therefore rate increase will have minimal impact..
Aims had been my performing reit for the past 5years. |
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So rental increase will be able to offset the loan interest rate increase. That' s good news. Am I understanding this correctly ?
kwwongm ( Date: 03-Apr-2023 16:10) Posted:
Their lease in Aussie is built in rate increase yearly...
Therefore rate increase will have minimal impact..
Aims had been my performing reit for the past 5years..
chengwh1 ( Date: 03-Apr-2023 16:02) Posted:
Thank you for your reply.
If we look at the corporate presentation dated Mar 14th., 2023, pg 15 there is 29mil AUD of debt expiring in 2024. This is not a big percentage, but it will be a good sign to the mkt that moving fwd, AUD loans will stop at a reference point of 3.60%. And subsequently, if The Feds start to pivot in the next few mths, it will be positive for the 19mil AUD expiring in 2025 too.
I believe we can benefit from as much good news as we can gather in this ' killing' interest rate environment.
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Their lease in Aussie is built in rate increase yearly...
Therefore rate increase will have minimal impact..
Aims had been my performing reit for the past 5years..
chengwh1 ( Date: 03-Apr-2023 16:02) Posted:
Thank you for your reply.
If we look at the corporate presentation dated Mar 14th., 2023, pg 15 there is 29mil AUD of debt expiring in 2024. This is not a big percentage, but it will be a good sign to the mkt that moving fwd, AUD loans will stop at a reference point of 3.60%. And subsequently, if The Feds start to pivot in the next few mths, it will be positive for the 19mil AUD expiring in 2025 too.
I believe we can benefit from as much good news as we can gather in this ' killing' interest rate environment.
kwwongm ( Date: 03-Apr-2023 15:10) Posted:
| RBA will not impact aims as their interest is fixed. |
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Thank you for your reply.
If we look at the corporate presentation dated Mar 14th., 2023, pg 15 there is 29mil AUD of debt expiring in 2024. This is not a big percentage, but it will be a good sign to the mkt that moving fwd, AUD loans will stop at a reference point of 3.60%. And subsequently, if The Feds start to pivot in the next few mths, it will be positive for the 19mil AUD expiring in 2025 too.
I believe we can benefit from as much good news as we can gather in this ' killing' interest rate environment.
kwwongm ( Date: 03-Apr-2023 15:10) Posted:
RBA will not impact aims as their interest is fixed..
chengwh1 ( Date: 03-Apr-2023 15:06) Posted:
| Will be watching RBA actions tmrw on their interest rate position. If the RBA stays on their rate and does not hike by another 25 bps, it will be good for Aims' borrowing expenses. |
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RBA will not impact aims as their interest is fixed..
chengwh1 ( Date: 03-Apr-2023 15:06) Posted:
| Will be watching RBA actions tmrw on their interest rate position. If the RBA stays on their rate and does not hike by another 25 bps, it will be good for Aims' borrowing expenses. |
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Will be watching RBA actions tmrw on their interest rate position. If the RBA stays on their rate and does not hike by another 25 bps, it will be good for Aims' borrowing expenses.
