REIT-TIREMENT - REITs Investing & Personal Finance

REITs investing & personal finance

Wednesday, December 02, 2020

Pure Logistics REITs Comparison @ 2 December 2020

There are only 3 pure logistics SREITs which are ARA LOGOS Logistics Trust, EC World REIT and Mapletree Logistics Trust. It may seem like not an apple to apple comparison as MLT is a big cap REIT as compare to the other 2. Nonetheless, let's see how they fare against each other. For the previous comparison, please refer here.

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

Below is the summary for REIT with more favorable points by categories:
1) Basic Profile & Key Statistics - Tie
2) Related Parties Shareholding - ECW
3) Lease Profile - MLT
4) Debt Profile - MLT
5) Diversification - MLT
6) Key Financial Metrics - ALOG & ECW
7) Growth Trend - MLT
8) Overall - MLT, followed by ECW.

For relative valuation, let's try to use the standard deviation method to gauge.

For relative valuation, ALOG 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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