REIT-TIREMENT - REITs Investing & Personal Finance

REITs investing & personal finance


Wednesday, October 04, 2023

Frasers Group's REITs Comparison @ 4 October 2023

Below is a comparison using the latest data from comparison tables on SREITs Data page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure and this may not be an apple-to-apple comparison as each focuses on a different sector or a different geographical location. 

For Frasers group's REITs comparison, the overall winner is:

Overall Winner


Now, let's dive into the details:

Fundamental

Overview & Related Parties Shareholding:
Overview Winner: Frasers Logistics & Commercial Trust
Related Parties Shareholding Winner: Tie between Frasers Centrepoint Trust & Frasers Hospitality Trust

Lease & Diversification Profile:
Lease Profile Winner: Frasers Logistics & Commercial Trust
Diversification Profile Winner: Frasers Logistics & Commercial Trust

Debt Profile & Key Financial Metrics:
Debt Profile Winner: Frasers Logistics & Commercial Trust
Key Financial Metrics Winner: Frasers Centrepoint Trust

Distribution Breakdown & Growth Trend:
Distribution Breakdown Winner: Frasers Hospitality Trust
Growth Trend Winner: Frasers Centrepoint Trust

Relative Valuation

Price Range:
Winner: Tie between Frasers Centrepoint Trust & Frasers Logistics & Commercial Trust

Dividend Yield:
Winner: Frasers Logistics & Commercial Trust

P/NAV:
Winner: Frasers Logistics & Commercial Trust

The above is just a quick comparison without weightage assigned. You can refer below for more details on the individual review:
- Frasers Centrepoint Trust Review @ 5 May 2023
- Frasers Logistics & Commercial Trust Review @ 21 May 2023
- Frasers Hospitality Trust Review @ 8 May 2023

For more information, check out:

SREITs Dashboard - Detailed information on individual Singapore REIT

SREITs Data - Overview and details of Singapore REIT

REIT Review - List of previous REIT review posts


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*Disclaimer: The information presented on this blog is for educational and informational purposes only. The materials, including research and opinions, are based solely on my findings and should not be considered professional financial advice or a definitive statement of fact. I cannot guarantee the accuracy, completeness, or reliability of the information provided. I shall not be held liable for any errors, omissions, or losses that may occur as a result of using the information presented on this blog. It should be noted that the information presented on this blog does not constitute a buy, sell, or hold recommendation for any security. It is crucial to conduct your own thorough research and due diligence before making any investment decisions.

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