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.
- Anzygart·2022-03-14Prices 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 lots4Report
- Kraken 1·2022-03-14offers quite a bit of stability given macro conditions. certainly not exciting but pretty stable6Report
- ANNIEPLTAN·2022-03-15Good analysis. Will look at taking small position in $KEPPEL DC REIT(AJBU.SI)$4Report
- ramondk·2022-03-15Digicore looks good value now but the dividend yield a bit low3Report
- 88wlam88·2022-03-15Great article, thanks for sharing, DC wREIT llcbe the shining star in the long run3Report
- Ermmmmmm·2022-03-15Not hot anymore3Report
- limnorth·2022-03-15Data Center Reits are more stable as their tenants are less likely to move unlike shopping mall reits1Report
- angkw·2022-03-14Thanks for the REITs comparison and sharing1Report
- K.K.·2022-03-20thanks for sharing. maple tree and keppel provide higher dividend yield 👍1Report
- ud0m·2022-03-19$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ is on my radar now.1Report
- KDL·2022-03-15Now that KDC has rolled backed alittle, might be a good chance to look into it.1Report
- Maran68·2022-03-15Like your analysis. Excellent effort2Report
- Shieryl14·2022-03-16Great article☺️1Report
- luckyone·2022-03-14thank you for this very useful comparison1Report
- Shirleyopy·2022-03-14Very useful comparision1Report
- Tantiad·2022-03-15Lost in direction1Report
- LawrenceLBC·2022-03-15thanks for sharing [smile]2Report
- Gaamy·2022-03-15Good analysis. Thanks2Report
- flinostone·2022-03-15goodread2Report
- Philentoma·2022-03-15Thanks for this!2Report