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Showing posts from September, 2014

Not all the Reits manager do their job!

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For those who follow my blog, I like to invest for productivity asset instead of invest on hopes that the price of asset changes (or we call it capital gain). Base on this basis, I like to invest into stocks that will give consistent dividend, especially REITs. Recently, I just learned that, even though we invested into Reits, it doesn't means that we can just let the management do their job and we just ignore and do nothing. AmanahRaya Reit (5127, Arreit) is one of my top three investment in Reits portfolio. Three of them, namely, Amfirst, YTLreit and Arreit used to give dividend more or less the same for past few year. However, since the beginning of 2014, Arreit dividend was in the decrease mode. Why? There are few reason contribute to this down trend, though I have known these problem as earlier as last year, but I do nothing, as I believed the management team will take action to overcome the problem, it prove I am totally wrong today. =.= Last year, CIMB moved from Samanta