REIT-TIREMENT - REITs Investing & Personal Finance

REITs investing & personal finance


Wednesday, December 20, 2023

Logistics Focused REITs Comparison @ 20 December 2023

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 Winner


Now, let's dive into the details:

Fundamental

Overview, Related Parties Shareholding & Lease Profile:
Overview Winner: Tie between AIMS APAC REIT, ESR-LOGOS REIT & 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: Daiwa House 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: ESR-LOGOS REIT

P/NAV:
Winner: EC World REIT


The above is just a quick comparison without weightage assigned. You can refer below for more details on the individual review:

For more information, check out:

SREITs Dashboard - Detailed information on individual Singapore REIT

SREITs Data - Overview and details of Singapore REIT

REIT Review - List of previous REIT review posts


To support my work, check out:

Patreon - Subscribe and get exclusive content

Investing Note - Support by following my Investing Note profile

X - Support by following my X account

Facebook Page - Support by liking my Facebook Page    

Facebook Group - REIT Investing Community - Join to share and discuss REITs

Telegram Channel - Singapore REITs Post - Join to receive posts for Singapore REITs

Buy Me a Coffee - Treat me a coffee for my efforts


*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 findings and should not be considered 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.

No comments:

Post a Comment