Data Centre Focused REITs Comparison @ 13 March 2022

$DigiCore Reit USD(DCRU.SI)$ $KEPPEL DC REIT(AJBU.SI)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ 

Below is the comparison for data centre focused REITs based on the latest result  (include Digital detail from IPO prospectus), extracted from SREITs Data page:

Image byananititfromPixabay

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

2) Related Parties Shareholding - DCR

3) Lease Profile - DCR & MIT

4) Debt Profile - DCR

5) Diversification - MIT

6) Key Financial Metrics - KDC

7) Growth Trend - KDC

8) Overall - MIT, followed by KDC

Reversion to Mean

REIT with the most number of green cells:

1) 52 Weeks - KDC

2) Dividend Yield - KDC

3) P/NAV - MIT

4) Overall - KDC, followed by a tie between DCR & MIT


Above is just a quick comparison, you could refer below for more detail on the individual review:

- Digital Core REIT IPO - Fundamental Summary from IPO Prospectus - https://www.reit-tirement.com/2021/12/digital-core-reit-ipo-fundamental.html

- Keppel DC REIT Review @ 31 January 2022 - https://www.reit-tirement.com/2022/01/keppel-dc-reit-review-31-january-2022.html

- Mapletree Industrial Trust Review @ 2 February 2022 - https://www.reit-tirement.com/2022/02/mapletree-industrial-trust-review-2.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.

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  • Anzygart
    ·2022-03-14
    Prices of S-REITs still under pressure lately. Patience is important to avoid overpaying for the stock. $KEPPEL DC REIT(AJBU.SI)$ for example, dropped 4c today which is a lot if you buy sizable lots
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    • REIT_TIREMENT
      if u bought at 3+ even worse
      2022-03-14
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  • Kraken 1
    ·2022-03-14
    offers quite a bit of stability given macro conditions. certainly not exciting but pretty stable
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    • REIT_TIREMENT
      still entry price is important, imagine if u get kdc at 3.16
      2022-03-14
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  • ANNIEPLTAN
    ·2022-03-15
    Good analysis.  Will look at taking small position in $KEPPEL DC REIT(AJBU.SI)$
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    • REIT_TIREMENT
      thank for ur compliment
      2022-03-15
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  • ramondk
    ·2022-03-15
    Digicore looks good value now but the dividend yield a bit low
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    • REIT_TIREMENT
      lol, need to wait for their maiden dpu then see
      2022-03-15
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  • 88wlam88
    ·2022-03-15
    Great article, thanks for sharing, DC wREIT llcbe the shining star in the long run
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  • Ermmmmmm
    ·2022-03-15
    Not hot anymore
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    • REIT_TIREMENT
      [Happy] [Happy] [Happy]
      2022-03-15
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  • limnorth
    ·2022-03-15
    Data Center Reits are more stable as their tenants are less likely to move unlike shopping mall reits
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    • REIT_TIREMENT
      yes but entry price is important too
      2022-03-15
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  • angkw
    ·2022-03-14
    Thanks for the REITs comparison and sharing
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  • K.K.
    ·2022-03-20
    thanks for sharing. maple tree and keppel provide higher dividend yield 👍
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  • ud0m
    ·2022-03-19
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    • REIT_TIREMENTReplying toud0m
      yeap, right level is important
      2022-03-19
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    • ud0mReplying toREIT_TIREMENT
      Yup. So price will have more movement. The other 2 is pure DC, once you enter at the right level, basically you just wait for dividends.
      2022-03-19
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    • REIT_TIREMENT
      MIT is more diversified as compared to the other 2
      2022-03-19
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  • KDL
    ·2022-03-15
    Now that KDC has rolled backed alittle, might be a good chance to look into it.
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    • REIT_TIREMENT
      decline a lot from all time high of 3.1x
      2022-03-15
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  • Maran68
    ·2022-03-15
    Like your analysis. Excellent effort
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    • Maran68Replying toREIT_TIREMENT
      Already on it. Great blog, helps me in my REIT investment
      2022-03-17
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    • REIT_TIREMENT
      thanks for your compliment, pls support my blog reit-tirement.com as well
      2022-03-15
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  • Shieryl14
    ·2022-03-16
    Great article☺️
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    • REIT_TIREMENT
      thanks for the compliment
      2022-03-16
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  • luckyone
    ·2022-03-14
    thank you for this very useful comparison
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    • REIT_TIREMENT
      welcome, pls do support my blog as well
      2022-03-14
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  • Shirleyopy
    ·2022-03-14
    Very useful comparision
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  • Tantiad
    ·2022-03-15
    Lost in direction
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  • LawrenceLBC
    ·2022-03-15
    thanks for sharing [smile]
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  • Gaamy
    ·2022-03-15
    Good analysis. Thanks
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  • flinostone
    ·2022-03-15
    goodread
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  • Philentoma
    ·2022-03-15
    Thanks for this!
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