REIT-TIREMENT - REITs Investing & Personal Finance

REITs investing & personal finance


Tuesday, April 09, 2024

Hospitality Trusts Comparison @ 9 April 2024

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. 


Overall Ranking


Now, let's dive into the details:

Fundamental

Overview, Related Parties Shareholding & Lease Profile:
Overview Winner: ARA US Hospitality Trust
Related Parties Shareholding Winner: Far East Hospitality Trust
Lease Profile Winner: Tie between CapitaLand Ascott Trust, CDL Hospitality Trusts & Far East Hospitality Trust

Diversification & Debt Profile:
Diversification Profile Winner: CapitaLand Ascott Trust
Debt Profile Winner: Far East Hospitality Trust

Key Financial Metrics, Distribution Breakdown & Growth Trend:

Key Financial Metrics Winner: ARA US Hospitality Trust
Distribution Breakdown Winner: Tie between ARA US Hospitality Trust & Frasers Hospitality Trust
Growth Trend Winner: Tie between ARA US Hospitality Trust & Far East Hospitality Trust

Relative Valuation

Price Range:
Winner: Frasers Hospitality Trust

Dividend Yield:
Winner: ARA US Hospitality Trust

P/NAV:
Winner: Tie between ARA US Hospitality Trust & CDL Hospitality Trusts

The above is just a quick comparison without weightage assigned. You can refer below for more details on the individual review:

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.

2 comments:

  1. Hi, great post overall ... just a small comment that Ascott reit classified as US doesnt seem correct. The majority of Ascott assets are in APAC 56%, followed by Europe 24%. US only constitutes 20% of its assets :)
    https://thesingaporemarket.blogspot.com/

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    Replies
    1. Hihi, thanks for your compliment. You are right that APAC being the major focus. Though, the major geographical in my post is referring to countries, 20% (in terms of valuation) from U.S. is the highest. In terms of GRI, it is around 23.5% for the past 12 months. Maybe I should rename it to country to avoid confusion. Thanks ya.

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