K-REIT has delivered its results which is again interesting because we can compare it with CCT. The bottoming out of rent which I have discussed with CCT would apply for K-REIT Asia. Moreover, it has a higher yield, cheaper valuation plus higher secured NAV (almost 100%). Thus, K-REIT Asia is preferred compared to CCT.
As I am looking at how I am going to re-position my portfolio, K-REIT Asia has beaten CCT in my analysis and consideration.