Property & Infrastructure Funds Real Estate Investment Trusts (REITs)

Discussion in 'Shares & Funds' started by Nodrog, 15th May, 2018.

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  1. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 18th May, 2018
    #41
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  2. Redwing

    Redwing Well-Known Member

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    @The Y-man

    You are invested in REIT's aren't you?
     
    Redwing, 26th May, 2018
    #42
  3. The Y-man

    The Y-man Moderator Staff Member

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    Yup :)
    Not "platforms" or funds of REITs though. Just straight staples securities (managing company and property) or straight "buildings only" things.

    The Y-man
     
    The Y-man, 26th May, 2018
    #43
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  4. Redwing

    Redwing Well-Known Member

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    Any examples?
     
    Redwing, 26th May, 2018
    #44
  5. The Y-man

    The Y-man Moderator Staff Member

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    Relatively simplistic criteria....
    Keeping almost everything on Australian soil, and mainly in the eastern Capitals.
    Looking for (net) yield above 6%
    Basically asking myself - if I could buy that property (in its entirety), would I?
    Then: If I needed to take a loan out for it, would I? How much LVR?

    The Y-man
     
    The Y-man, 27th May, 2018
    #45
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  6. jaklap90

    jaklap90 Active Member

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    What do you guys think about adding international REITs exposure through the following Vanguard US listed ETFs to be purchased through a broker like stake or IG? You can't really go any more global and unhedged than with these two funds.

    - VNQ: US REITs with 0.12% MER
    - VNQI: global ex-US REITs with 0.14% MER. Good exposure to emerging markets ~20% but unfortunately it also includes OZ exposure ~10%.
    Capture.JPG
     
    jaklap90, 27th May, 2018
    #46
  7. The Y-man

    The Y-man Moderator Staff Member

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    Just some examples of our current listed holdings (not saying they are any good as a choice!):
    VCX ~ probably a bit overexposed. Got carried away as The Glen is down the road.... :p
    SGP
    CIP

    Offloading/lightened:
    CMW - has moved into ownership/management of european properties which I don't have much knowledge of
    CQR - while anchored by WooliColes, small regional centres may struggle a bit

    The Y-man
     
    The Y-man, 27th May, 2018
    #47
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  8. unwillingwillis

    unwillingwillis Well-Known Member

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    I'm a fan of A-reits (must be the property investor in me).

    CMW=yuck! I don't like CMW for a number of reasons. Moving into European properties?!?! Really.... have they forgotten what happened during the GFC?!?!

    VCX has some amazing assets and has had quite the price slide over the last 18mths. I think it is a well run reit. I might pick up a few on further weakness. (The Glen also just down the road for me too).

    I also need to see a 6% yield...with dividend growth!

    I like VVR,GOZ,HPI and ARF. CQR is also on my watch list and believe it has upside for the patient investor.
     
    unwillingwillis, 27th May, 2018
    #48
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  9. dunno

    dunno Well-Known Member

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    dunno, 28th May, 2018
    #49
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  10. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 28th May, 2018
    #50
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  11. The Y-man

    The Y-man Moderator Staff Member

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    Yah - I always figure even if the shopping mall concept fails due to the amazon effect, the land under some of their centres are worth a mint! (GW, Chadstone, Box Hill Central to name a few just in Vic).

    The Y-man
     
    The Y-man, 28th May, 2018
    #51
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  12. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 17th Jun, 2018
    #52
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  13. Ynot

    Ynot Well-Known Member

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    Ynot, 4th Jul, 2018
    #53
  14. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 6th Sep, 2018
    #54
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  15. Zenith Chaos

    Zenith Chaos Well-Known Member

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    New Vanguard offering VBLD for global infrastructure. Investment Products

    How does this compare with DJRE?
     
    Zenith Chaos, 23rd Oct, 2018
    #55
  16. Nodrog

    Nodrog Well-Known Member

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    Offer similar correlation benefit but DJRE is REITs and VBLD is Infrastructure. Some choose both, others choose one or the other then again in my case I choose none. After all the major constituents of these indexes are in the main cap weighted index and at a much lower fee. Investing in these “sectors” specifically is simply overweighting them at a noticeably higher fee. Will the benefits outweigh the fee hurdle and additional admin, rebalancing, transaction fees etc.
     
    Last edited: 23rd Oct, 2018
    Nodrog, 23rd Oct, 2018
    #56
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  17. Redwing

    Redwing Well-Known Member

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    Redwing, 3rd Feb, 2019
    #57
  18. The Y-man

    The Y-man Moderator Staff Member

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    I'm more worried about a 15m sinkhole opening up in a shopping centre i have money in!!! :eek:

    The Y-man
     
    The Y-man, 3rd Feb, 2019
    #58
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  19. Nodrog

    Nodrog Well-Known Member

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    They could turn it into a water feature:).
     
    Nodrog, 3rd Feb, 2019
    #59
  20. The Y-man

    The Y-man Moderator Staff Member

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    Thankfully in the carpark, where there was no car, and not under the building!!

    The Y-man
     
    The Y-man, 3rd Feb, 2019
    #60
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