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  1. I

    Reits

    still waiting on the sidelines, strong AU$ wont be helping this REIT.
  2. I

    Reits

  3. I

    Reits

    Margin lending companies are starting to fight for market share again. Depending on the size of the loan you should be able to get some form of discount to 'quoted' price. I'm on 7.9% at the moment.
  4. I

    Reits

    Nothing wrong with investing in REITS or ETF's with a 10-20 year view point. Such long time horizons allow for reasonably passive buy and hold (but still need to check on the underlying investments to make sure the managers are doing their job and not setting you up for a blow up). Plenty...
  5. I

    Reits

    You could well be correct value emperor. My margin of safety was the yld together with the average length of maturity of the existing leases. I bought last year at 24c, i have received 8c odd in distributions in the last 14 months odd, so my return is ok. But with the distribution now...
  6. I

    Reits

    Not anymore, investment thesis ceased to hold upon release of the half year distribution. Position exited at 24c and will wait for the annual report later this year before deciding what to do.
  7. I

    Reits

    I will add another point here. If you have stocks you have homework. You are either a trader or an investor. If you are a trader, there are basic 'market protection mechanisms' that 'insure' your position. If you are an investor, then its basic homework. When a market is in a secular...
  8. I

    Reits

    I honestly dont know how to answer this question. My target is $5 million net assets or $500k of income a year. $5 million of net assets would require a 10% sustainalble yld to generate $500k. This would not be a passive position (ie i dont think its possible to create a passive income...
  9. I

    Reits

    You buy index funds when 'it makes sense to do so'. When does it make sense, when generally the asset class is not popular. Why when not popular? because its generally at these times that market prices will be closer to something like realistic valuations. Why realistic valuations...
  10. I

    Reits

    Yes YES AND MORE YES. Can i emphasise yes enough. I shoud note here that there are potential arbitrage opportunities looking at lower quality REITS. Go back through this forum to pre GFC days. Search for CWT (Challenger Wine Trust), it was quite a popular on this forum pre GFC. Some...
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