On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fundamentals; this looks more like a macro headwind than a broken story.
Ultimately, the only metric that matters is my own P/L. Earnings headlines come and go, but dividends hitting the account and long-term portfolio resilience are what really count. Curious to see which S-REITs are carrying everyone else’s portfolio this season.
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- snixy·01-30 10:32TOPOUEREIT's strategy rocks! MLT and MIT need time to bounce back. Fundamentals still strong. [抱拳]1Report