Industrial REITs Comparison - Part 2 @ 16 March 2022

Below is the comparison for industrial REIT (with market cap S$ 3.5B and below, include Digital Core REIT detail from IPO prospectus) based on the latest result, extracted from comparison tables on SREITs Data page:

Photo by Anamul Rezwan from Pexels

Fundamental

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

REIT with the most number of green cells:

1) Basic Profile & Key Statistics - CEREIT

2) Related Parties Shareholding - AAREIT, DCR & ESR

3) Lease Profile - AAREIT, DCR & ESR

4) Debt Profile - DCR

5) Diversification - CEREIT

6) Key Financial Metrics - AAREIT & CEREIT

7) Growth Trend - Sabana

8) Overall - CEREIT, followed by AAREIT, then ESR

Reversion to Mean

REIT with the most number of green cells:

1) 52 Weeks - AAREIT & CEREIT

2) Dividend Yield - CEREIT

3) P/NAV - CEREIT

4) Overall - CEREIT, followed by AAREIT, then DCR

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

- AIMS APAC REIT Review @ 14 February 2022

- Cromwell European REIT Review @ 3 March 2022

- Digital Core REIT IPO - Fundamental Summary from IPO Prospectus

- ESR-REIT Review @ 11 February 2022

- Sabana Industrial REIT Review @ 20 January 2022

You could also refer below for more information:

SREITs Dashboard - Detailed information on individual Singapore REIT

SREITs Data - Overview and Detail of Singapore REIT

REIT Analysis - List of previous REIT analysis posts

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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 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.