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  1. R

    ANALYSIS : Embassy Office Parks REIT - Financials and Operations

    @lostsheep89 I have read more of the Corporate Governance. I still have some concerns on the operational model. But I am tending towards suppressing them against the 'financial greed'. I am likely to put in a bid for the minimum lot size.
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    ANALYSIS : Embassy Office Parks REIT - Financials and Operations

    @roy32 Yes, the operational part it poses some risks. There is also the novelty risk - this is the firs REIT. In the blog article I had expanded the recommendation, and has pretty much said that a normal (say equity or mf) investor can skip the IPO.
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    ANALYSIS : Embassy Office Parks REIT - Financials and Operations

    @boxankles Actually the net cash for distribution is more than rental income. It includes dividends too. The calculation is complicated and I didn't put the details of it. But yes, the NDCF projection is close to 8% if you take 300 as the unit price. You can roughly equate that with a...
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    ANALYSIS : Embassy Office Parks REIT - Financials and Operations

    I wrote this analysis in an earlier thread on the REIT - For ease of reading, I am copying those comments, as well as a summary from another user. /@odzr wrote this summary: (For the record, some of the properties that would become part of the REIT have part ownership from K J George and...
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    (Complicated) tactic to harvest capital losses

    @jesuslovesme1973 Others have mentioned opinions that it is within a folio. I don't follow why this is tax evasion. I have an undertaking to not even go near such things. The tactic would mean that you actually list out all the transactions in ITR forms - you can carry forward losses only...
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    (Complicated) tactic to harvest capital losses

    @jesuslovesme1973 I am not a tax expert and would defer to others on the specifics, if any, in the IT rules. This is what I see when I sell using CAMS or MFU - the units from the selected folio are sold in FIFO order. Other folios are untouched.
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    (Complicated) tactic to harvest capital losses

    I had commented in another thread about doing some complicated stuff to help with harvesting of capital losses. This short post should help clarify my proposal. Context: 1. Equity is volatile and can have reasonably deep drawdowns. A fall of 20% from market highs is possible and in fact...
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