Almost no coverage from analysts, so this might interest http://sreit.reitdata.com/2012/05/25/cambridge-dmg-4/
The yield is great, the gearing levels are ok but the lack of a big, conservative brother scares me. In times like this, need a big, stodgy brother like F&N, Keppel, or AMP; or effectively zero gearing (Lippo trusts). I consider CapitaLand too racy for me despite it’s a TLC.
