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A-REIT valuation model

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The suggestion is that, investors are bypassing property for now and investing in the share market. DXS is trading at newish highs as well as CHC and GPT. CHC is rumored to be running a ruler over the AMP property portfolio.
 
A-REIT Sector: Weekending Friday 22 March 2019

Some up, some down, the A-REIT Sector up over all, near enough 1% for the week. Good luck. .




The A-REIT Table for closing prices for Weekending Friday 22 March 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 22 June 2018, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 22 June 2018. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

5. IOF was delisted from the Stock Exchange in December 2018 following the takeover.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
Talk now of the next AU interest rate movement being down. So it's tally ho for REITs
 
A-REIT Sector: Weekending Friday 05 April 2019

It looks like the market assessment of the budget isn't good and the market took a knife to property shares and the banks. (Strewth even Alan Jones expressed disapproval of the Liberal Budget). It is all a bit strange when the press shows up commercial property values as rising and the likelihood of renal increases but the market savages A-REITs'. Even retail REIT's have proven that they can cope/diversify and the US Giant Amazon is doing not so well against their expectations. (Starting to sound like another Masters). Good luck. .





The A-REIT Table for closing prices for Weekending Friday 05 April 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 12 April 2019

The Eight year chart shows the slow but steady recovery of the A-REIT Sector. The growth in shares like Charter Hall, Dexus, Goodman, GPT, and some others has been more than enough to offset the apparent stagnation in the Retail shares like SCG, SCP, VCX, etc. There appears to be an inconsistent gap in value when these Retails shares are trading at prices lower than their NTA values. I'm surprised that some of the big overseas pension funds haven't taken more advantage of the relatively low current prices and good yields. Go figure. Good luck .




The A-REIT Table for closing prices for Weekending Friday 12 April 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 26 April 2019


Prime Minister Scotty is getting happier as he closes the gap on contender Bill's lead. Over the weekend he dragged out former Prime Minister Johny to help on the Campaign trail and played the "boat people/refugees" card. We're not racist, we just don't like sharing our land of wealth and toil with others less fortunate than ourselves. I will be glad when the election is over and the Clive Palmer advertisements finish.

Our dollar dropped against the world when the latest inflation (deflation) figures were released but the market (All-Ords) climbed to a Twelve year high (not that our country is backward or anything). Good luck .




The A-REIT Table for closing prices for Weekending Friday 26 April 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 03 May 2019

Prime Minister Scotty is getting even happier as he closes the gap on contender Bill's lead. Smuggly confident as he tries to unsettle Bill in the second debate , playing Space Invader, however it seems Bill still won the debate by a narrow margin. The All-Ords finished the week down three quarters of one percent while the A-REIT Sector finished the week down 4.23 percent. Ouch. Some of these share prices are begging for take-over offers and or mergers. The Reserve Bank is expected to drop interest rates this Tuesday but the market seems to see this as a negative. Good luck .




The A-REIT Table for closing prices for Weekending Friday 03 May 2019 follows:




The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 10 May 2019


The A-REIT Sector is trying to stay up against increasing market pressure, probably bought on by the forthcoming Federal Election. Interestingly, current Prime Minister Morrison conveniently overllooks the Labor Governments (under Rudd & Gillard ) managed to keep Australia out of Recession. Also Australia did not have a "Ninja" Collatorized Debt property melt down as experienced in the U.S.

However, wait for it, now both major parties are promising to guarantee roughly 10,000 people (that are struggling to raise a 20% deposit, to fund a home loan application), with up to 50% of the required amount. To me this sounds suspiciously like George Bush creating a bank to lend the deposit amount to people with "no income, no jobs and no assets" and then another bank to lend them the balance of the loan needed to buy houses at what ultimately became severely inflated prices. Australia is finally going to have another property boom built on ninja loans that will be flogged off as AAA colatorized debt obligations, that will go onto higher interest rates after a qualifying period, that will go into default, then the whole economy will melt down and we will finally get the recession we have to have. (expletives deleted as this is a family web site) . Good luck .




The A-REIT Table for closing prices for Weekending Friday 10 May 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 17 May 2019


The A-REIT Sector managed to claw back some of the weeks earlier losses. But the big wins were in the political arena. The adds finished and then the master guru of Advertising managed to pull off the biggest political win since Paul Keating rolled John Hewson. Prime Minister Scotty managed to defy all the external polls and their own political party internal polls and is set to continue as Prime Minister of Australia for at least another three years. You have to hand it to him, this fellow could sell refrigerators to the eskimos at the North Pole. At least now we don't have to worry about our franking credit refunds to our SMSF, do we? Farewell to Mr Abbot, who will now retire from politics to take up his ex-prime minister entitlements as well as his pension, after 25 years service. No doubt he will set up his own SMSF and take advantage of the Franking Credit Tax Refunds . Good luck .





The A-REIT Table for closing prices for Weekending Friday 17 May 2019 follows:




The comparison table of this weeks closing prices versus last weeks closing prices follows:





Comments:


1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 24 May 2019


The A-REIT Sector jumped on the back of the Liberal/National Party winning the election they couldn't win and their late announcement of the Deposit Guarantee for those buyers that can't raise the necessary 20% deposit. Ha Ha ha. You have to laugh. Banks are up also on the prospects of relaxed lending rules to home buyers and the Reserve Bank spruiking an interest rate drop. No doubt the banks will not pass on the drop to existing clients and will pass on a portion of any drop to new home loan applicants, effectively boosting their profits. All good stuff. Good luck .




The A-REIT Table for closing prices for Weekending Friday 24 May 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 07 June 2019

The A-REIT Sector fell back during the week ending 31 May 2019. However the reserve Bank dropped the official interest rates on Tuesday and our fearless Treasurer instructed the banks to pass on the full interest rate drop to their customers...Some did and some didn't, probably just their subtle way of reminding the politicians who is really in charge.

The interest rate drop was spruiked across the media as being good for home buyers and investors alike, A-REIT shares and Bank shares rebounded accordingly. The A-REIT sector is near a ten year high but has a long way to go to emulate the crazy debt fueled levels of 2007. I am playing catch-up this week so there is two weeks of data. Good luck .

Weekending Friday 31 May 2019:




The A-REIT Table for closing prices for Weekending Friday 31 May 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:



Weekending Friday 07 June 2019:




The A-REIT Table for closing prices for Weekending Friday 07 June 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:



Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
CHC and GMG are powering higher and have left the XPJ index in their wake. Their performance in the last six months is outstanding.

 
A-REIT Sector: Weekending Friday 14 June 2019

The A-REIT Sector shares continued to climb, well at the end of the week more so than during the week, but this may have been a market defensive move as global sabre rattling once again reared its' head. This time between Iran and the USA.

If its' not trade wars, it is wars with bombs, troops and lots of dead people. I guess Trump works on the theory that there is more than one way to stimulate the economy. Meanwhile Prime Minister Scotty and his Home Affairs Minister Peter are still working on the means to peddle misinformation and shut down any leaks. Freedom of the Press... yeah right. They should rename the ministry of "Home Affairs" as the ministry of "Propaganda". Good luck .

Weekending Friday 14 June 2019:




The A-REIT Table for closing prices for Weekending Friday 14 June 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:



Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
Thanks Nulla, the market seems to be telling us something. Both A-REITs and gold are having a strong first half 2019:
 
A-REIT Sector: Weekending Friday 21 June 2019

The A-REIT Sector shares climbed on Tuesday and pretty much stayed there for the rest of the week. As the world prepares for the escalation of the war of words between two radicals at opposite ends of the religious spectrum into full blown armed conflict, world markets go on the defensive pushing up the price of oil and property. Must be time to stock up on canned foods and alcohol, oh maybe some drinking water as well. Good luck .

Weekending Friday 21 June 2019:




The A-REIT Table for closing prices for Weekending Friday 21 June 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:



Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 05 July 2019


The A-REIT Sector fell back during the week ending 28 June 2019. However, fortunately, the rebound in week ending 05 July 2019 in the A-REIT Sector was in the order of 5% plus. Mainly driven (imo) by the drop in interest rates and the relaxation of mortgage borrowing rules, although the pro liberal media keeps telling us it is because Prime Minister Scotty got his tax cuts through the senate (with a quick pay off to Jackie Lambi's home state of Tasmania).

Seriously, the tax cut amounts to less than a pack of cigarettes per fortnight for the low income earners and the mid tier gets $1,080.00 per annum (roughly $20.00 per week) which isn't much better. Prime Minister Scotty would have done better to stimulate the economy by emulating former Prime Minister Kevin and sending everyone a cheque for $1,000.00.

Once again, I am playing catch-up this week so there is two weeks of data. Good luck .

Weekending Friday 28 June 2019:




The A-REIT Table for closing prices for Weekending Friday 28 June 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:



Weekending Friday 05 July 2019:

The A-REIT Table for closing prices for Weekending Friday 05 July 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:



Comments:

1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.


3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 

Thanks for this post @nulla nulla.

I cannot see how these guys are making a profit in Qld at least.

Every shopping centre I go in to has 10-40% vacancy.

It must be apartments, houses and large storage that keeps them going.

btw LLC is morphing in to an REIT by getting rid of loss making infrastructure projects. So it may appear on your scan this time next year.

gg
 
Some more 'grist to the mill'. Also many thanks Nulla for your work on this thread
 
A-REIT Sector: Weekending Friday 26 July 2019

This week you get three (3) weeks of data. Also, it has come to my attention that my faithful old laptop has developed dementia in the numeric keypad and the number three (3) is no longer responding and the number eight (8) is unreliable. Accordingly there may be errors in the table (although I think I have fixed them for the last three weeks).

The A-REIT Sector is not moving ahead at the same rate as the All Ords. It seems the All Ords is moving ahead as self managed superannuants move their cash into shares with reasonable rates of return (and franking credits) as against the crappy interest rates from banks (made worse by the higher deeming rates). The lack of confidence in our economy, the low job opportunity figures, the crappy wages, the crappy new start allowances and the higher entry aged for pensions is making life pretty tough out there. No wonder the retail REITs are feeling the pinch as spending in the community dries up. Good luck .




The A-REIT Table for closing prices for Weekending Friday 12 July 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




The A-REIT Table for closing prices for Weekending Friday 19 July 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




The A-REIT Table for closing prices for Weekending Friday 26 July 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:





Comments:


1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
A-REIT Sector: Weekending Friday 02 August 2019

Just when things were starting to look hopeful for resolution of the Trade War between America and China, President Donald decided to slap a further 10% tariff on imports to the US from China because the trade talks were taking too long. Then he ups the anti sending the Secretary of State to speak to Prime Minister Scotty about Australia getting too close to China, leasing the Chinese control of a new container terminal and Port in Darwin. Oh and by the way President Donald wants to know if Prime Minister Scotty is up to sending along troops and equipment for any potential engagement with Iran. Sheesh...where will it all end??? Good luck .



The A-REIT Table for closing prices for Weekending Friday 02 August 2019 follows:



The comparison table of this weeks closing prices versus last weeks closing prices follows:




Comments:


1. The shares listed in the tables above make up the ASX 200 XPJ A-REIT Property Sector.

2. The "Capital" figures in the above tables are "market capital" based on the "issued shares" as distinct from "free float capital". The "issued shares", updated as at 05 April 2019, can change from day to day due to active share buy-back programs and other factors.

3. The "Capital", "Earnings", "Distribution" and "NTA" figures have also been updated as at 05 April 2019. "NTA" figures are subject to change every time there is a property re-valuation and the table may be out by a few cents from time to time, which effects the "Premium to NTA" also.

4. Inclusion of any share details in the above tables is not an endorsement of that share as a viable investment or possible trade.

Disclaimer: These tables may contain errors and should not be relied upon for investment decisions. As always, do your own research and good luck .
 
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