MREITS and SREITS are cheap if compare to J-REITS

An anticipated prolong slow economy worldwide. Fiscal and monetary policies devalued almost all currencies.  However inflation remained in line or expectation.  REITS as asset based investment will be an alternative to bond for many investors.  As bond return affected by monetary policy.  REITS will benefit with lower cost of borrowing to offset vacancies rate.

BOJ recent stimulus executions include buying of J-REITS pushed it values average 60% above its assets value.  That transformed into world most expensive asset.  

MREITS and SREITS are consider cheap if yield still fetching average 5% above with capital appreciation potential.  With the high speed rail link in making a strong economy impact between Singapore and Malaysia. Both REITS are still very attractive.  Why there is a compromization of Malaysia and China.  We strongly believe is the competition of Thailand canal.

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