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2021-06-15

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3 REITs Trading Near their All-Time Highs

Real estate investment trusts (REITs) have suffered a beating in March when the market suffered a ma

3 REITs Trading Near their All-Time Highs

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The REIT’s portfolio includes 53 properties across Singapore, Japan and Malaysia.\nParkway Life’s share price has risen over 21% in the past year and hit a peak of S$4.29 in September 2020. It’s now trading at around S$4.08.\nAs a healthcare-focused REIT, Parkway Life has managed to hold steady amidst the turbulence of the pandemic.\nThe REIT reported revenue growth of 4.9% year-on-year for the second quarter ended 30 June 2020, during a period where many other REITs saw a fall in revenue due to rental rebates and waivers.\nThis resilience has allowed Parkway Life to raise its DPU for the same period by 2.5% year-on-year to S$0.0336.\nThe REIT is on track to maintain their record of raising DPU every single year since its IPO in 2007.\nGoing forward, the REIT will enjoy increased rental income from its properties.\nIn Singapore, the minimum guaranteed rent (MGR) for hospitals will increase by 1.17% for one year, from 23 August 2020 onwards. This figure is pegged to the consumer price index (CPI), where the MGR will increase by a rate of CPI + 1%.\nThe REIT is also focused on acquiring more assets in the healthcare space, with the aim of reducing concentration risk and increasing DPU.\nFrasers Logistics &amp; Commercial Trust (SGX: BUOU)\nFrasers Logistics &amp; Commercial Trust, or FLCT, is a logistics and commercial REIT that manages 99 properties worth S$6 billion in five major developed markets across the world.\nFLCT’s share price is up 4.7% since 21 October 2019 and reached a high of S$1.47 in September.\nFLCT’s strength comes from its well-diversified portfolio of high-quality tenants.\nNo single tenant accounts for more than 4.8% of FLCT’s portfolio by gross rental income (GRI).\nIt also counts MNCs such as&nbsp;Alphabet(NASDAQ: GOOGL) and&nbsp;Bayerische Motoren Werke AG(ETR: BMW) amongst their tenants.\nIn its latest business update for the quarter ended 30 June 2020, the REIT reported a high portfolio occupancy of 97.2%, as well as a healthy weighted average lease expiry (WALE) of 5.2 years.\nThe resilience of FLCT amidst the greatest financial crisis since 2009 has certainly justified the merger between Frasers Logistics &amp; Industrial Trust and&nbsp;Frasers Commercial Trust(SGX: ND8U) that was completed earlier in April.\nWant to know what stocks we like for our portfolio? See for yourself now. SimplyCLICK HEREto scoop up a FREE copy of our special report. As a bonus, we also highlight 6 blue chips stocks trading at a 10-year low. But you will want to hurry – this free report is available for a brief time only.","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 REITs Trading Near their All-Time Highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 REITs Trading Near their All-Time Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-22 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/3-reits-trading-near-their-all-time-highs/>The Smart Investor</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nReal estate investment trusts (REITs) have suffered a beating in March when the market suffered a massive meltdown.\nAs cuts in distribution per unit (DPU) started to happen, some investors started to ...\n\n<a href=\"https://thesmartinvestor.com.sg/3-reits-trading-near-their-all-time-highs/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BUOU.SI":"星狮物流工业信托","C2PU.SI":"百汇生命产业信托","ND8U.SI":"星狮商产信托","ME8U.SI":"丰树工业信托"},"source_url":"https://thesmartinvestor.com.sg/3-reits-trading-near-their-all-time-highs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179593782","content_text":"Real estate investment trusts (REITs) have suffered a beating in March when the market suffered a massive meltdown.\nAs cuts in distribution per unit (DPU) started to happen, some investors started to doubt the viability of investing in REITs long-term.\nBut as the COVID-19 outbreak is now largely under control in Singapore, the government is starting to work on a road map to ease the economy into Phase III, which is the final phase of the reopening of our economy.\nAlong with it, confidence in REITs has also gradually recovered, especially for those who are poised to enjoy the benefits from the much talked-about ‘new normal’.\nBelow are three REITs who have recovered from the March lows and are currently trading near their all-time highs.\nMapletree Industrial Trust (SGX: ME8U)\nMapletree Industrial Trust, or MIT, is an industrial REIT that manages 114 properties in Singapore and North America, with total assets under management of S$5.9 billion.\nMIT’s share price is up over 22% year to date and is trading near its all-time high of S$3.34.\nThe REIT’s US portfolio is primarily focused on data centre properties, which have seen high demand due to the acceleration of digitalization amidst the COVID-19 pandemic.\nAccording to research by Broadgroup, enterprise spending on cloud infrastructure will continue to grow at a compounded annual growth rate (CAGR) of 22% over the next five years.\nThis increased spending should translate to a greater appetite for data centres.\nEarlier in June and September, MIT announced plans to further bolster their data centre assets.\nThe REIT will make acquisitions ofa 60% stake in 14 data centresin Mapletree Redwood Data Trust Centre (MRDTC) as well as adata centre and office propertyin Virginia, together valued at over S$415 million.\nIn MIT’s latest earnings report for the quarter ended 30 June 2020, the REIT highlighted their diverse tenant base.\nThey have low dependence on any single tenant or trade sector, with no single sector accounting for more than 18% of gross rental income.\nThis resilience, coupled with the REIT’s data centre acquisitions, should provide investors with confidence in MIT’s prospects.\nParkway Life REIT (SGX: C2PU)\nParkway Life REIT is one of Asia’s largest listed healthcare REITs. The REIT’s portfolio includes 53 properties across Singapore, Japan and Malaysia.\nParkway Life’s share price has risen over 21% in the past year and hit a peak of S$4.29 in September 2020. It’s now trading at around S$4.08.\nAs a healthcare-focused REIT, Parkway Life has managed to hold steady amidst the turbulence of the pandemic.\nThe REIT reported revenue growth of 4.9% year-on-year for the second quarter ended 30 June 2020, during a period where many other REITs saw a fall in revenue due to rental rebates and waivers.\nThis resilience has allowed Parkway Life to raise its DPU for the same period by 2.5% year-on-year to S$0.0336.\nThe REIT is on track to maintain their record of raising DPU every single year since its IPO in 2007.\nGoing forward, the REIT will enjoy increased rental income from its properties.\nIn Singapore, the minimum guaranteed rent (MGR) for hospitals will increase by 1.17% for one year, from 23 August 2020 onwards. This figure is pegged to the consumer price index (CPI), where the MGR will increase by a rate of CPI + 1%.\nThe REIT is also focused on acquiring more assets in the healthcare space, with the aim of reducing concentration risk and increasing DPU.\nFrasers Logistics & Commercial Trust (SGX: BUOU)\nFrasers Logistics & Commercial Trust, or FLCT, is a logistics and commercial REIT that manages 99 properties worth S$6 billion in five major developed markets across the world.\nFLCT’s share price is up 4.7% since 21 October 2019 and reached a high of S$1.47 in September.\nFLCT’s strength comes from its well-diversified portfolio of high-quality tenants.\nNo single tenant accounts for more than 4.8% of FLCT’s portfolio by gross rental income (GRI).\nIt also counts MNCs such as Alphabet(NASDAQ: GOOGL) and Bayerische Motoren Werke AG(ETR: BMW) amongst their tenants.\nIn its latest business update for the quarter ended 30 June 2020, the REIT reported a high portfolio occupancy of 97.2%, as well as a healthy weighted average lease expiry (WALE) of 5.2 years.\nThe resilience of FLCT amidst the greatest financial crisis since 2009 has certainly justified the merger between Frasers Logistics & Industrial Trust and Frasers Commercial Trust(SGX: ND8U) that was completed earlier in April.\nWant to know what stocks we like for our portfolio? See for yourself now. SimplyCLICK HEREto scoop up a FREE copy of our special report. As a bonus, we also highlight 6 blue chips stocks trading at a 10-year low. But you will want to hurry – this free report is available for a brief time only.","news_type":1,"symbols_score_info":{"BUOU.SI":0.9,"C2PU.SI":0.9,"ME8U.SI":0.9,"ND8U.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1301,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}