Mapletree Group's REITs Comparison @ 20 March 2022
$MAPLETREE LOGISTICS TRUST(M44U.SI)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $MAPLETREE COMMERCIAL TRUST(N2IU.SI)$
Let's compare Mapletree group of REITs: Mapletree Commercial Trust, Mapletree Industrial Trust, Mapletree Logistics Trust and Mapletree North Asia Commercial Trust. Note that this may not be an apple to apple comparison as each focuses on a different sector or a different geographical location.
Fundamental
* Growth Trend for DPU is not adjusted for equity fundraising.
REIT with the most number of green cells:
1) Basic Profile & Key Statistics - MIT, MLT & MNACT
2) Related Parties Shareholding - MCT & MNACT
3) Lease Profile - MLT
4) Debt Profile - MCT & MIT
5) Diversification - MLT
6) Key Financial Metrics - MCT
7) Growth Trend - MLT
8) Overall - Tie between MCT & MLT
Reversion to Mean
REIT with the most number of green cells:
1) 52 Weeks - MCT & MLT
2) Dividend Yield - MCT & MIT
3) P/NAV - MCT
4) Overall - MCT, followed by MIT
Above is just a quick comparison, you could refer below for more detail on the individual review:
- Mapletree Commercial Trust Review @ 6 February 2022 - https://www.reit-tirement.com/2022/02/mapletree-commercial-trust-review-6.html
- Mapletree Industrial Trust Review @ 2 February 2022 - https://www.reit-tirement.com/2022/02/mapletree-industrial-trust-review-2.html
- Mapletree Logistics Trust Review @ 20 February 2022 - https://www.reit-tirement.com/2022/02/mapletree-logistics-trust-review-20.html
- Mapletree North Asia Commercial Trust Review @ 13 February 2022 - https://www.reit-tirement.com/2022/02/mapletree-north-asia-commercial-trust.html
You could also refer below for more information:
SREITs Dashboard @https://www.reit-tirement.com/p/sreits-dashboard.html - Detailed information on individual Singapore REIT
SREITs Data @https://www.reit-tirement.com/p/sreit-data.html - Overview and Detail of Singapore REIT
REIT Analysis @https://www.reit-tirement.com/p/reits-analysis.html- List of previous REIT analysis posts
And you could join the following to support my work:
Singapore REITs Post Telegram Channel @https://t.me/reit_tirement- Join to receive posts for Singapore REITs
REIT-TIREMENT Patreon @https://www.patreon.com/reit_tirement- Support my work and get exclusive contents
REIT-TIREMENT Facebook Page @https://www.facebook.com/reit.tirement- Support by liking my Facebook Page
REIT Investing Community @https://www.facebook.com/groups/reit.tirement- Facebook Group where members share and discuss REIT topic
*Disclaimer: Materials in this blog are based on my research and opinion which I don't guarantee accuracy, completeness, and reliability. It should not be taken as financial advice or a statement of fact. I shall not be held liable for errors, omissions and loss or damage as a result of the use of the material in this blog. Under no circumstances does the information presented on this blog represent a buy, sell, or hold recommendation on any security, please always do your own due diligence before any decision is made.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Great Article