Weekly Focus on Logistics/Industrial S-Reits: M44U.SI & BUOU.SI
@Tiger_Wealth:
Tiger Singapore Weekly Focus Logistics/Industrial S-Reits to ride on e-commerce growthSource: https://thesmartinvestor.com.sg/Singapore REITs are resilient to a global economic slowdown in 2023 due to healthy leverage, limited exposure to rising interest rates and utility costs, and robust financing flexibility.Logistics will benefit from rising e-commerce adoption, supply-chain reshoring and inventory stockpiling. Industrial REITs exposed to high-tech buildings and data centres will be shielded by long-term leases to large corporate tenants.The pandemic has significantly accelerated the penetration rate of e-commerce, which requires three times more logistics space than sales through traditional brick and mortar sales. A potential double-edged sword for industrial REITs, the "retail