Keppel DC REIT (SGX:AJBU), Singapore’s first data centre REIT, has published its financial results for the second half, as well as for the full-year ended 31 December 2021 after market hours yesterday. In this post, you’ll read about a summary of its financial performance, portfolio occupancy and debt profile, as well as its distribution payout to unitholders. On top of that, I’ll also be sharing with you my thoughts about the REIT’s latest ‘report card’…
A Look at Mapletree Logistics Trust’s Performances over the Past 9 Years
Mapletree Logistics Trust (SGX:M44U), Singapore’s first Asia-focused logistics REIT, saw its portfolio grew from just 15 properties in Singapore during its IPO back in July 2005 to 163 properties in 9 countries in the Asia Pacific region as at 30 September 2021. In today’s post, you’ll read about reasons for my investment in this REIT (by looking at its financial performance, portfolio occupancy and debt profile, and also its distribution payout to its unitholders), my views as to why its unit price had been battered recently, and finally, my outlook for the REIT ahead…
Mapletree Logistics Trust’s EGM on the Acquisition of China and Vietnam Properties – A Summary
Earlier this afternoon (13 January 2022), Mapletree Logistics Trust (SGX:M44U) held an EGM to seek unitholders’ approval to acquire 13 properties in China, and 3 properties in Vietnam. I’ve attended the meeting virtually (due to restriction on the number of physical attendees allowed) and for the benefit of those who did not attend, in this post, you’ll find a summary of the presentation by both the CEO and CFO of the REIT, responses to questions raised during the live Q&A session, and finally, results of the 3 resolutions put to vote during the meeting…
A Look at Mapletree Industrial Trust’s Performances over the Past 10 Financial Years
I have added Mapletree Industrial Trust (SGX:ME8U) to my long-term investment portfolio back in October 2020, and have stayed invested as a unitholder of the blue-chip REIT since. In this post, you’ll learn about reasons why I’ve made the investment decision (by sharing with you its financial performance, portfolio occupancy and debt profile, as well as its distribution payouts to unitholders over the past 10 financial years), along with my views about the REIT’s recent unit price tumble…
Key Highlights in SPH REIT’s Business Updates for Q1 FY2021/22
SPH REIT (SGX:SK6U), with a total of 5 retail properties in Singapore and Australia, released its business update for the first quarter of the financial year 2021/22 ended 30 November 2021 last Friday (07 January 2022) evening. In this post, you’ll find my summary of the REIT’s portfolio occupancy and debt profile to take note of, along with my outlook for the REIT in the coming quarters ahead…
Proposed Merger of Mapletree North Asia Commercial Trust and Mapletree Commercial Trust – Key Details and My Thoughts
On the morning of 31 December 2021, it was announced that 2 Mapletree REITs – in Mapletree North Asia Commercial Trust (SGX:RW0U) and Mapletree Commercial Trust (SGX:N2IU) – have proposed a merger, with the enlarged entity to be renamed as Mapletree Pan Asia Commercial Trust. In this post, you’ll find a summary I’ve compiled containing key details and rationale of the merger, important dates to take note of, and also my personal thoughts about it…
A Summary of Frasers Centrepoint Trust’s Annual Report for FY2020/21
Following the end of the financial year 2020/21 on 30 September 2021, suburban retail mall REIT in Frasers Centrepoint Trust (SGX:J69U) released its annual report, along with its notice of AGM on Monday (27 December 2021.) As a unitholder of the REIT, I have studied the report and for the benefit of all, I have shared notes of the most important pointers to take note of in this post, along with details about its upcoming AGM…
What You Need to Know about Frasers Centrepoint Trust’s Performance over the Years
I’ve made a couple of additions to my long-term investment portfolio back in early-April 2020 when share prices of many Singapore-listed companies were at their multi-year lows due to the Covid-19 pandemic – one of them was heartland retail mall REIT in Frasers Centrepoint Trust (SGX:J69U). In today’s review, you will learn about reasons why I’ve made my investment decision back then by looking at its financial performances, portfolio occupancy and debt profile, as well as its distribution payout to unitholders over the past 10 years (between FY2011/12 and FY2020/21). On top of that, you will also find my outlook for the REIT in the coming financial year ahead…
How has CapitaLand Integrated Commercial Trust Performed over the Past 9 Years?
Previously known as CapitaLand Mall Trust (with its portfolio consisting of 11 retail malls), following the merger with CapitaLand Commercial Trust (and subsequently being renamed as CapitaLand Integrated Commercial Trust, or CICT for short), its portfolio now constitutes office assets and integrated developments. Also, instead of purely Singapore-based previously, the enlarged REIT also have properties in Germany, and recently, it announced its expansion into Australia. In today’s post about the REIT, you’ll read about reasons why I’ve invested in the REIT in the first place, along with my outlook for it in the year ahead…
Why Did I Invest in Suntec REIT, and Why I’m staying Invested for Now
With retail, office, and convention centre properties in Singapore, Australia, and in the United Kingdom, Suntec REIT (SGX:T82U) is another Singapore-listed REIT I’ve added to my long-term investment portfolio just before the ‘circuit breaker’ period last year – when its unit price came down to my entry price (which corresponded to a yield of 5.4% based on its distribution payout in FY2019.) Fast forward to today, it has been close to 2 years since I’ve made the investment, and I thought of doing a review of the REIT in this post today – where you’ll read about a review of its financial performance, portfolio occupancy, debt profile, and distribution payouts over the years, along with reasons why I’ve continued to stay on as a unitholder but yet not increase my unitholding to bring down my average invested price for now…
