REIT-TIREMENT - REITs Investing & Personal Finance

REITs investment & personal finance


Monday, December 07, 2020

Industrial REITs Comparison - Part 1 @ 7 December 2020

This time, instead of comparing only industrial REITs from Singapore as per the previous post, I would compare industrial REITs with comparable market cap. I will first start with industrial REITs with a market cap of S$ 4 billion and above. Note that most of the industrial REITs having logistics and/or business parks in their portfolio as well. 
Image by marcinjozwiak from Pixabay

* Growth Trend for DPU is not adjusted for any equity fundraising.

Below is the summary for REIT with more favorable points (without weightage) by categories:
1) Basic Profile & Key Statistics - FLCT
2) Related Parties Shareholding - FLCT, KDC & MLT
3) Lease Profile - FLCT
4) Debt Profile - AREIT & KDC
5) Diversification - AREIT
6) Key Financial Metrics - KDC & MIT
7) Growth Trend - KDC
8) Overall - Tie between AREIT & KDC


How about relative valuation?

For relative valuation, AREIT is more favorable.

Above is just a quick comparison, you could refer to more detail on the individual analysis below:

For more information, you could refer to:

SREITs Dashboard - Detailed information on individual Singapore REIT

SREITs Data - Overview of Singapore REIT

REIT Analysis - List of previous REIT analysis posts

REIT Investing Community - Facebook Group where members share and discuss REIT topic


*Disclaimer: Materials in this blog are based on my research and opinion which I don't guarantee accuracy, completeness, and reliability. It should not be taken as financial advice or a statement of fact. I shall not be held liable for errors, omissions as well as loss, or damage as a result of the use of the material in this blog. Under no circumstances does the information presented on this blog represent a buy, sell, or hold recommendation on any security, please always do your own due diligence before any decision is made.

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