AIMS APAC Reit    Last:1.56   -

AIMSAMPI Reit

they are all green with percentage gains of between 20 and 1500.

chengwh1      ( Date: 27-May-2026 14:41) Posted: 20 is a lot, bro,... you must have invested for a long time,... like I do. How many of the 20 are in green and how green are these green ctrs, ie what percentage of green are they ?  Ok on your explanations of economic value,... guessed you meant to say more of the value in the activity of the asset,... therefore, I' ll just say gold is a passive storage of absolute value.  MrBear12      ( Date: 27-May-2026 13:36) Posted: roughly 20. The rest acquired or forced sold ... we cannot live in gold. but we can use the warehouse space and manufacture items in the factories ... so aims REITs is of economic value because it rents out the factory space for economic activity.

 

20 is a lot, bro,... you must have invested for a long time,... like I do. How many of the 20 are in green and how green are these green ctrs, ie what percentage of green are they ? 
Ok on your explanations of economic value,... guessed you meant to say more of the value in the activity of the asset,... therefore, I' ll just say gold is a passive storage of absolute value. 

MrBear12      ( Date: 27-May-2026 13:36) Posted: roughly 20. The rest acquired or forced sold ... we cannot live in gold. but we can use the warehouse space and manufacture items in the factories ... so aims REITs is of economic value because it rents out the factory space for economic activity. chengwh1      ( Date: 27-May-2026 12:24) Posted: Bro,.. my question was : How many ctrs held till today for 15 years or more, wand waht the ctrs are ? Not how many units of Aims you have today. And why do you say Gold does not have economic value

 

roughly 20. The rest acquired or forced sold ... we cannot live in gold. but we can use the warehouse space and manufacture items in the factories ... so aims REITs is of economic value because it rents out the factory space for economic activity.

chengwh1      ( Date: 27-May-2026 12:24) Posted: Bro,.. my question was : How many ctrs held till today for 15 years or more, wand waht the ctrs are ? Not how many units of Aims you have today. And why do you say Gold does not have economic value ? MrBear12      ( Date: 26-May-2026 21:01) Posted: roughly 100 lots. second tier alright... but I like their AEMs. A value REIT.

 

Bro,.. my question was : How many ctrs held till today for 15 years or more, wand waht the ctrs are ? Not how many units of Aims you have today. And why do you say Gold does not have economic value ?

MrBear12      ( Date: 26-May-2026 21:01) Posted: roughly 100 lots. second tier alright... but I like their AEMs. A value REIT. chengwh1      ( Date: 26-May-2026 18:12) Posted: Held for 18 yrs, bro bear,... since the times of Macquarie Cook ? How many shares do you have that' s been held for more than 15 yrs ? Aims is one of my second-tier equity hldgs,... average price is still high at $1.35.... What I like abt Aims is the 4 times a year payout

 

lend me your gold I'll flaunt it and give you a good income

chengwh1      ( Date: 27-May-2026 11:43) Posted: Yes, of course, bro,... What I' m trying to derive here is what patterns of assets that have survived the last 20 years and and are still a viable source of ' wealth-carriers' today. Gold is certainly one of the top ones. But,... emm,... holding gold does not provide income, you will have to sell the gold to realize value, which is still fine,... prophetjul      ( Date: 27-May-2026 08:55) Posted: Hi bro Does gold count?  Haha  since 2002!  :0

 

Yes, of course, bro,... What I' m trying to derive here is what patterns of assets that have survived the last 20 years and and are still a viable source of ' wealth-carriers' today. Gold is certainly one of the top ones. But,... emm,... holding gold does not provide income, you will have to sell the gold to realize value, which is still fine,...

prophetjul      ( Date: 27-May-2026 08:55) Posted: Hi bro Does gold count?  Haha  since 2002!  :0) chengwh1      ( Date: 26-May-2026 18:12) Posted: Held for 18 yrs, bro bear,... since the times of Macquarie Cook ? How many shares do you have that' s been held for more than 15 yrs ? Aims is one of my second-tier equity hldgs,... average price is still high at $1.35.... What I like abt Aims is the 4 times a year payout

 

gold counts as an asset of course.

but one cannot derive economic value except hoarding

 

Hi bro
Does gold count?  Haha  since 2002!  :0)

chengwh1      ( Date: 26-May-2026 18:12) Posted: Held for 18 yrs, bro bear,... since the times of Macquarie Cook ? How many shares do you have that' s been held for more than 15 yrs ? Aims is one of my second-tier equity hldgs,... average price is still high at $1.35.... What I like abt Aims is the 4 times a year payout. MrBear12      ( Date: 25-May-2026 21:59) Posted: to follow up on alignment ... my average price is 1.33. held for almost 18 years ... been through three rights ane one preference offerings compounded rate of return over 17.5 years is roughly 5 percent

 

roughly 100 lots. second tier alright... but I like their AEMs. A value REIT.

chengwh1      ( Date: 26-May-2026 18:12) Posted: Held for 18 yrs, bro bear,... since the times of Macquarie Cook ? How many shares do you have that' s been held for more than 15 yrs ? Aims is one of my second-tier equity hldgs,... average price is still high at $1.35.... What I like abt Aims is the 4 times a year payout. MrBear12      ( Date: 25-May-2026 21:59) Posted: to follow up on alignment ... my average price is 1.33. held for almost 18 years ... been through three rights ane one preference offerings compounded rate of return over 17.5 years is roughly 5 percent

 

Held for 18 yrs, bro bear,... since the times of Macquarie Cook ? How many shares do you have that' s been held for more than 15 yrs ? Aims is one of my second-tier equity hldgs,... average price is still high at $1.35.... What I like abt Aims is the 4 times a year payout.

MrBear12      ( Date: 25-May-2026 21:59) Posted: to follow up on alignment ... my average price is 1.33. held for almost 18 years ... been through three rights ane one preference offerings compounded rate of return over 17.5 years is roughly 5 percent

 

Pertaining to ur comments here :  ...(selling winners too early and holding losers too long) which for me despite being aware of it is an emotion I constantly struggle to fight. My approcah to this is,... I don' t need to think too much of this emotionally. We are never too sure if a stock is a clear winner or loser, and this depends too on the timeline-reference we are considering. If I believed the time is right, I will just move to sell whether cutting-loss or taking-profit, and then utilizing the funds in ways that I have earlier decided on. May not even be to buy another stock,... could be just to do a Family Road Trip to The North Pole.
Basically,.. after having invested for so long, we would have gathered enough stocks at very low prices in our coffers to give us that regular dividend income that we don' t have to worry too much abt, or think too much abt anymore.

Alignment      ( Date: 25-May-2026 19:54) Posted: My average in price was $1.19. At the current $1.59 price I&rsquo m up 34%, over roughly 4 years. Add five years of dividends at roughly 7.5% a year and I am up 72% in total over 5 years or 14.4% a year over 5 years. By no means like 4x on AEM in two months, but certainly above my target return of 10% a year. And for me this was one of my largest positions until I materially started selling a few days ago (I&rsquo m down to 1/3 of my position at the moment which I will continue selling if the price keeps going up). But I&rsquo m not selling because I have profits I can book while chasing UIB losses. One of the most common investor biases is loss aversion (selling winners too early and holding losers too long) which for me despite being aware of it is an emotion I constantly struggle to fight. In this case I hope my mind is not clouded by this. If I really believed AIMS had more relative upside I think I would have held after all money is money I don&rsquo t care which stock makes it for me, and unlike say the semi stocks the share price has not gone up so much so quickly that I needed to rebalance. chengwh1      ( Date: 22-May-2026 13:05) Posted: Well,... it is always best to sell at a permium price than at a lower price if you have indeed decided that part of your REIT allocations shld move from Aims to UIBREIT.I assume your sell will be at a profit rather than as a loss, hence, it' s good to move over with more ammo in-hand. If our holding price is low enough and there is adequate buffer for the price to drop without affecting our P& L, then whatever happens afetr Q1 reporting is immaterial becos the price will eventually move back up

 

Aims Apac Reit eyes data centre growth as it expands beyond industrial assets

Government endorsement for two Sydney sites gives the manager the option to develop them into data centre assets

[SINGAPORE] Mainboard-listed Aims Apac Real Estate Investment Trust ( AA Reit : O5RU 0%) is zooming in on data centre opportunities as it looks beyond traditional industrial assets for its next phase of growth, to tap rising demand for digital infrastructure.

&ldquo Even though we had another year of steady growth, we are making a deliberate pivot towards data centres,&rdquo said Russell Ng, CEO of AA Reit&rsquo s manager.

He pointed to two sites in New South Wales, Australia, that received government endorsement as potential data centre developments &ndash a &ldquo significant game changer&rdquo .

The state&rsquo s Investment Delivery Authority in March endorsed AA Reit&rsquo s two Sydney assets at Macquarie Park and Bella Vista, among a select group of strategic data centre projects.

Ng noted that about A$92 billion (S$83.9 billion) in proposed projects were assessed, with around A$52 billion across 15 developments endorsed.

These included sites owned by hyperscalers such as Microsoft, NextDC, Stockland and Goodman Group.

The endorsement, he added, helps to connect the assets to key government agencies, including those involved in planning approvals and energy coordination.

He also described it as &ldquo a big positive&rdquo that gives the manager &ldquo future optionality&rdquo to develop the sites as data centre assets, highlighting that data centre development is a multi-year undertaking.

In the light of this, Ng expects that substantial future development upside may come from Australia.

&ldquo If we are able to secure power and obtain the necessary approvals (from) the government over time, both these (Sydney) properties have substantial upside in terms of what they bring to the overall portfolio,&rdquo he said.

Singapore, meanwhile, continues to form AA Reit&rsquo s core leasing and income base.

Most of its leasing activity takes place in Singapore, where the manager has also undertaken the majority of its asset enhancement and redevelopment works.

&ldquo Most of our organic growth has taken place predominantly in Singapore,&rdquo Ng noted, adding that it has completed nearly seven asset enhancement initiatives, including six projects in the city-state and one in Australia.

It has also executed five redevelopment projects, again largely concentrated in Singapore.

Nevertheless, AA Reit&rsquo s Australian properties &ndash which comprise three primarily master-leased assets with lease terms ranging from five to seven years &ndash provide long-duration income stability.

These assets help anchor the portfolio, while the Singapore properties offer mark-to-market opportunities, lease renewals and asset enhancement initiatives.

Active manager

What differentiates AA Reit from its peers is its &ldquo active manager&rdquo approach, said Ng.

&ldquo We don&rsquo t just collect rent,&rdquo he said. &ldquo We constantly seek ways to manufacture income and capital growth through asset enhancements and redevelopments.&rdquo

In total, the Reit has about S$2.3 billion in assets across logistics, industrial business parks and high-tech properties, with roughly three-quarters of its portfolio in Singapore and the rest in Australia.

AA Reit is sponsored by Aims Financial Group, a Sydney-based fund manager and owner of the Sydney Stock Exchange, with a portfolio value of close to A$3 billion.

Ng joined AA Reit in 2020 as head of investor relations, investments and partnerships, then became chief executive in 2021. Prior to that, he was head of funds for Asia at Lendlease and earlier held roles in fund management at AEP Investment Management.

A key focus of his has been executing four strategic pillars &ndash selective acquisitions, active asset management, prudent capital management and strategic partnerships &ndash to achieve results.

He noted that AA Reit has delivered consistent year-on-year growth in revenue, net property income, distributions and distribution per unit (DPU) over the past five years.

The exception was the 2024 financial year, when equity fundraising of S$100 million temporarily affected metrics.

Earlier in May, the Reit posted a 4.1 per cent higher DPU for its second half ended Mar 31. It stood at S$0.0513, from S$0.0493 the year before.

Revenue for the six months increased 4.1 per cent to S$97 million, from S$93.1 million in the corresponding year-ago period.

The growth was driven by higher rental income and recoveries from logistics, warehouse and industrial properties such as 27 Penjuru Lane, as well as 8 and 10 Pandan Crescent.

The manager also cited higher income contributions from 7 Clementi Loop following the completion of asset enhancement initiatives.

&ldquo Investors were generally quite pleased at the fact that we&rsquo ve been able to, for five years in a row, deliver that top line... growth and almost year-on-year growth in DPU,&rdquo Ng said.

Investors&rsquo main concerns centred on potential risks, including inflation, geopolitical tensions in the Middle East and interest rate uncertainty.

&ldquo Our feedback was that there was minimal impact on our portfolio at this stage,&rdquo he said. &ldquo Most of our energy contracts have been locked in and secured for the next two (to) three years.&rdquo

 

to follow up on alignment ... my average price is 1.33. held for almost 18 years ... been through three rights ane one preference offerings compounded rate of return over 17.5 years is roughly 5 percent

 

My average in price was $1.19. At the current $1.59 price I&rsquo m up 34%, over roughly 4 years. Add five years of dividends at roughly 7.5% a year and I am up 72% in total over 5 years or 14.4% a year over 5 years. By no means like 4x on AEM in two months, but certainly above my target return of 10% a year. And for me this was one of my largest positions until I materially started selling a few days ago (I&rsquo m down to 1/3 of my position at the moment which I will continue selling if the price keeps going up).

But I&rsquo m not selling because I have profits I can book while chasing UIB losses. One of the most common investor biases is loss aversion (selling winners too early and holding losers too long) which for me despite being aware of it is an emotion I constantly struggle to fight. In this case I hope my mind is not clouded by this. If I really believed AIMS had more relative upside I think I would have held after all money is money I don&rsquo t care which stock makes it for me, and unlike say the semi stocks the share price has not gone up so much so quickly that I needed to rebalance.

chengwh1      ( Date: 22-May-2026 13:05) Posted: Well,... it is always best to sell at a permium price than at a lower price if you have indeed decided that part of your REIT allocations shld move from Aims to UIBREIT.I assume your sell will be at a profit rather than as a loss, hence, it' s good to move over with more ammo in-hand. If our holding price is low enough and there is adequate buffer for the price to drop without affecting our P& L, then whatever happens afetr Q1 reporting is immaterial becos the price will eventually move back up. Alignment      ( Date: 20-May-2026 10:05) Posted: Yes I agree about the potential bond yield concern. This would sink all REIT boats. I re-emphasise that my analysis is only on a relative comparison basis. Similarly, do not take my analysis as advice because everyone' s situation is different. I personally have the maximum REIT exposure in my portfolio that I want for now in the current market environment so I am mostly only willing to buy/increase a REIT position if I concurrently sell one as well. Meanwhile since my last post selling AIMS and buying UIB has not done well so far. From my perspective that is ok - I am only drip feeding the trade and a wider spread just makes the opportunity more attractive. Just need to make sure I do not overextend myself. Obviously I would stop if I decided my analysis was wrong. But a move wider in the spread without new info to me means more opportunity rather than more concern.   One point that concerns me a bit short term chartwise is that AIMS does seem to do well after every Q4 results announcement up until the Q1 announcement. Then when the Q! DPU turns out to be lower than the year average then the share price drops. Perhaps for my trade I am selling AIMS too early.

 

Ok,... thank you for your replies, brother bear,... 

 

as for nursing homes, I think First treits will be interested in acquiring some....


look out for first REITs!

MrBear12      ( Date: 25-May-2026 16:23) Posted: Mr Cheng. sir... pardon a bear please.. I thought of coming in a bear suit but was afraid I would be mistaken as a real bear (the kind that steal farmers crops in Japan and are culled) and then shot at. So. bear kept away... from AGMs. but instead went fishing for salmon in far away rivers. chengwh1      ( Date: 25-May-2026 15:47) Posted: Yes, have always appreciated your postings, bear,... But,........ you said in one of your posts earlier : you' d attend an AGM in a bear suit. I have been watching out for you but never saw it !  Emm,... Parkway Life REIT is not all clean and good. The REIT has ' 5 outstanding events' now, in my records. I hoped Mr Yong will update on these Japanese nursing homes that have been vacated and are looking for new operators. I couldn' t attend the AGM personally this year because it was held at the same time with UMS Integration. I chose to attend UMS' AGM,....

 

Mr Cheng. sir...

pardon a bear please..

I thought of coming in a bear suit but was afraid I would be mistaken as a real bear (the kind that steal farmers crops in Japan and are culled) and then shot at.

So. bear kept away... from AGMs. but instead went fishing for salmon in far away rivers.

chengwh1      ( Date: 25-May-2026 15:47) Posted: Yes, have always appreciated your postings, bear,... But,........ you said in one of your posts earlier : you' d attend an AGM in a bear suit. I have been watching out for you but never saw it !  Emm,... Parkway Life REIT is not all clean and good. The REIT has ' 5 outstanding events' now, in my records. I hoped Mr Yong will update on these Japanese nursing homes that have been vacated and are looking for new operators. I couldn' t attend the AGM personally this year because it was held at the same time with UMS Integration. I chose to attend UMS' AGM,....  MrBear12      ( Date: 25-May-2026 14:51) Posted: yes, bear bear agrees with you. All the very best in parkway. pls pray for a healthy bear to continue on Share Junction posting healthy stocks

 

Yes, have always appreciated your postings, bear,... But,........ you said in one of your posts earlier : you' d attend an AGM in a bear suit. I have been watching out for you but never saw it ! 
Emm,... Parkway Life REIT is not all clean and good. The REIT has ' 5 outstanding events' now, in my records. I hoped Mr Yong will update on these Japanese nursing homes that have been vacated and are looking for new operators. I couldn' t attend the AGM personally this year because it was held at the same time with UMS Integration.
I chose to attend UMS' AGM,.... 

MrBear12      ( Date: 25-May-2026 14:51) Posted: yes, bear bear agrees with you. All the very best in parkway. pls pray for a healthy bear to continue on Share Junction posting healthy stocks chengwh1      ( Date: 25-May-2026 14:43) Posted: Hi Bear, my friend,... emm, I would say CICT has had a major chg in its corporate life, having ' absorbed' CMT into its fold, which influenced its metrics. So, we can' t cmp CICT with PLife REIT here. PLife REIT has been like this throughtout its lifetime, albeit the fact that it got listed a few yrs later after CICT. JMHO,...

 

yes, bear bear agrees with you.

All the very best in parkway.

pls pray for a healthy bear to continue on Share Junction posting healthy stocks

chengwh1      ( Date: 25-May-2026 14:43) Posted: Hi Bear, my friend,... emm, I would say CICT has had a major chg in its corporate life, having ' absorbed' CMT into its fold, which influenced its metrics. So, we can' t cmp CICT with PLife REIT here. PLife REIT has been like this throughtout its lifetime, albeit the fact that it got listed a few yrs later after CICT. JMHO,...  MrBear12      ( Date: 22-May-2026 18:58) Posted: cannot quarrel with you on this. Parkway has been amazing these couple of years. But if you consider the number of years of consistent performance, then the best reit shld be CICT. The largest, most broad based REIT and oldest reit. It has a track record since July 2002. That is a massive 24 years. all other REITs have no reference as far back as that ... so cannot compare... say a bear with a giant tortoise. The bear is much stronger but lives only 30 years. The giant tortoise is slow but lives more than a hundred years.

 

Hi Bear, my friend,... emm, I would say CICT has had a major chg in its corporate life, having ' absorbed' CMT into its fold, which influenced its metrics. So, we can' t cmp CICT with PLife REIT here. PLife REIT has been like this throughtout its lifetime, albeit the fact that it got listed a few yrs later after CICT. JMHO,... 

MrBear12      ( Date: 22-May-2026 18:58) Posted: cannot quarrel with you on this. Parkway has been amazing these couple of years. But if you consider the number of years of consistent performance, then the best reit shld be CICT. The largest, most broad based REIT and oldest reit. It has a track record since July 2002. That is a massive 24 years. all other REITs have no reference as far back as that ... so cannot compare... say a bear with a giant tortoise. The bear is much stronger but lives only 30 years. The giant tortoise is slow but lives more than a hundred years. chengwh1      ( Date: 22-May-2026 16:38) Posted: Hi Bear,... I' m Cheng here. Anyway,.. if you are saying the best INDUSTRIAL/WAREHOUSE REIT,... yeah,... I' d agree it could be Aims today, but if it' s THE BEST REIT in SG - I' d still vouch for Parkway Life REIT. Not CICT, not Keppel DC REIT,...Not FCT... looking at things from IPO Date