We have started to add CLMT into our portfolio at RM 675. It has been a long way since we left many REITs that underperform. Overall is doing well except Towereit and ARReit. But overall dividend policy remained intact as total income. Beside of KLCC, KIPReit, Pavreit and Amereit have performed real well in the last six months. We started to include CLMT back when we last disposed all above RM 1.00. The incomenand valuation has been stable and is time for us to re-enter the REIT.
We will make a limit to reinitiate back all foreign investment policy in 2025. So, the target to move forward next six months of investment need to be aligned with our strategy.
CLMT will be our next six months target if below RM 0.70.
J&J Investment Co. 
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