Dynasty REIT

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#8
(14-10-2012, 11:10 PM)BeDisciplined Wrote: May I know why is China Treasury Trust a better buy than Dynasty Reits?

As for the DPU support and waiver, is it a fair deal? The IPO would raise ~RMB 5b to 5.4b, of which RMB 491m ~10% will be used in this support scheme. It mentions that the 3 properties rental has not yet stabilized and their current rent is ~20% below market rate. 34% of it is due for lease renewal which is good news. I am kind of dumbwit, how does this support scheme compare with one w/o support scheme? Sponsor is forgoing his DPU so .......??

Last year Hui Xian Reit still below IPO but its IPO yield is at ~4% and now should be higher would a lower reit unit price. Would you say its unit price weakness is due to its low IPO yield?

Thanks

Any advice or comments from the wise ones?
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Messages In This Thread
Dynasty REIT - by Nick - 11-10-2012, 01:12 PM
RE: Dynasty REIT - by KopiKat - 11-10-2012, 02:56 PM
RE: Dynasty REIT - by shanrui_91 - 11-10-2012, 03:21 PM
RE: Dynasty REIT - by freedom - 11-10-2012, 03:32 PM
RE: Dynasty REIT - by swakoo - 11-10-2012, 04:38 PM
RE: Dynasty REIT - by propertyinvestor - 12-10-2012, 09:56 AM
RE: Dynasty REIT - by BeDisciplined - 14-10-2012, 11:10 PM
RE: Dynasty REIT - by BeDisciplined - 22-10-2012, 11:07 PM
RE: Dynasty REIT - by propertyinvestor - 23-10-2012, 01:16 PM
RE: Dynasty REIT - by KopiKat - 23-10-2012, 11:19 PM
RE: Dynasty REIT - by pianist - 24-10-2012, 12:04 AM
RE: Dynasty REIT - by Nick - 24-10-2012, 05:15 PM
RE: Dynasty REIT - by Share Investor - 24-10-2012, 05:36 PM
RE: Dynasty REIT - by Stocker - 24-10-2012, 06:24 PM
RE: Dynasty REIT - by swakoo - 24-10-2012, 06:39 PM
RE: Dynasty REIT - by Nick - 24-10-2012, 07:23 PM
RE: Dynasty REIT - by swakoo - 24-10-2012, 08:00 PM
RE: Dynasty REIT - by LionFlyer - 24-10-2012, 07:04 PM
RE: Dynasty REIT - by Contrarian - 24-10-2012, 11:39 PM
RE: Dynasty REIT - by pianist - 24-10-2012, 11:53 PM

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