Hospitality Trusts Comparison @ 15 March 2021

Let's see how the 5 Hospitality Trusts fair against each other after the latest result announcement. Note that some information below may not be up to date as the 2020 annual reports are not released yet, besides Frasers Hospitality Trust.

Image by stokpic from Pixabay

* Growth Trend for DPU is not adjusted for any equity fundraising.

Below is the summary for hospitality trusts with more favorable points by categories:

1) Basic Profile & Key Statistics - FEHT

2) Related Parties Shareholding - CDLHT, FEHT & FHT

3) Lease Profile - ART, FEHT, FHT

4) Debt Profile - FEHT

5) Diversification Profile - ARAHT & ART

6) Key Financial Metrics - CDLHT, FEHT & FHT

7) Growth Trend - ART

8) Overall - FEHT, followed by ART and then ARAHT

For relative valuation, let's use the reversion to mean method to gauge.

At the current price level,  FHT is more favorable in terms of reversion to mean valuation.

Above is just a quick comparison, you could refer to SREITs Dashboard for more detail. I have not written any hospitality trust posts in this quarter yet as their 2020 annual reports (besides Frasers Hospitality Trust) are yet to release. 

For more information, you could refer to:

SREITs Dashboard - Detailed information on individual Singapore REIT

SREITs Data - Overview of Singapore REIT

REIT Analysis - List of previous REIT analysis posts

REIT-TIREMENT Patreon - Support this blog as a Patron and get SREITs Dashboard PDF or SREITs Data Excel

REIT Investing Community - 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 as well as 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.