REITS: \'Please weigh the risks!\'

Heard from market that even Fortune REIT and Keppel Land are considering right issues too. You got to check it out yourselves. More lelong sales to come.

Whole SGX is on sale right now - 30% - 90% discounts...where are the buyers??? Seems strange when a retailer knocks off 70% off the list price...there will be hoards of buyers lining up to buy but when the stocks are on sale..no one is interested...some paradox.

Agreed that CDL Hospitality is cheap. Why not look at CDL NCCPs, trading at 12% yield and almost risk free. (I don\'t expect CDL to go bust in this crisis)

Hmm if CDL goes bust all the REITS will go under. They are a 2nd main proxy to the survival of S-REITs, the first being CMT.

Sigh.... the REIT managers should be shot! Those REIT managers who went on an acquisition spree in 2008, gearing up and buying whatever they can lay their hands on... they harmed so many poor retail investors who buy their stories that REITs can give them regular incomes. A lot of bullshits from these PhD, CFA fund managers... when the going gets tough, they hide away and demand Singapore government to change the rules of the game.

isn\'t that typical in a credit boom...musical chairs and when the song stops suddenly the chairs are not there and everyone is a loser. Now may be a great time to buy hotels on the cheap...still like CDL and Ascott for their properties and low gearing...and also parent sponsor.