Company OverviewARA Logos Logistics Trust (ALOG) has 30 logistics properties (10 in Singapore, 20 in Australia) and stakes in two property funds. Based on its latest 1Q 2021 business update, 73% of its gross revenue is derived in Singapore while 27% is derived from Australia. Based on its FY 2020 DPU of 5.25 cents, it is trading at a 12M trailing distribution yield...
With the announcement of LREIT's results a few weeks back, all retail REITs with exposure to SG retail have announced their results. Similar to the previous article, the focus will be broadly on the performance and outlook for these REITs and I will highlight some catalysts to look out for. Didn't have the time to write FCT, so will leave that out for...
Over the past few weeks, S-REITs have been announcing their results for the quarter ended 31 Dec 2020. Out of the few sectors (Retail, Office, Industrial and Hospitality), REITs with exposure to the Singapore office market have finished announcing their results. The article will broadly summarize what the key takeaways have been for me and also highlight some of the catalysts that investors...
