Logistics Focused REITs Comparison @ 2 April 2024

$Mapletree Log Tr(M44U.SI)$ $Daiwa Hse Log Tr(DHLU.SI)$ $AIMS APAC Reit(O5RU.SI)$ $ESR-REIT(J91U.SI)$ $EC World Reit(BWCU.SI)$

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: Tie between Daiwa House Logistics Trust & Mapletree Logistics Trust

Related Parties Shareholding Winner: EC World REIT

Lease Profile Winner: Daiwa House Logistics Trust

Diversification & Debt Profile:

Diversification Profile Winner: Mapletree Logistics Trust

Debt Profile Winner: Tie between Daiwa House Logistics Trust & Mapletree Logistics Trust

Key Financial Metrics, Distribution Breakdown & Growth Trend:

Key Financial Metrics Winner: Daiwa House Logistics Trust

Distribution Breakdown Winner: EC World REIT

Growth Trend Winner: Daiwa House Logistics Trust

Relative Valuation

Price Range:

Winner: EC World REIT

Dividend Yield:

Winner: Mapletree Logistics Trust

P/NAV:

Winner: Mapletree Logistics Trust

The above is just a quick comparison without weightage assigned. For more information, check out REIT-TIREMENT

*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 own findings and should not be considered as 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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