- Over the past three years, industrial S-REITs have capitalised on organic growth within their portfolios, positioning themselves for average earnings growth of ~3.8% over the next two years.
- With an improving transaction landscape and acquisition spreads gradually returning to positive territory, REITs with sponsor pipelines, access to funding, and proven expertise in executing accretive acquisitions, will outperform peers.
- - Read this at SGinvestors.io -
Multi-user factory space poised for outperformance in FY25.
- Demand for multi-user factory space has consistently outpaced new supply, driving rents up by ~15% since FY23. This strong performance is expected to continue, as new supply over the next three years is projected to remain significantly below historical average demand.
- - Read this at SGinvestors.io -
- Given this backdrop, we expect rental rates for multi-user factory space to be propelled by favourable supply-demand dynamics, while the logistics segment could experience growth normalisation. Mapletree Industrial Trust and Mapletree Logistics Trust are best positioned to benefit from continued rental growth in the two segments.
Healthy balance sheets; MAS ruling to provide added flexibility.
- Read more at SGinvestors.io.
Above is the excerpt from report by DBS Group Research.
Clients of DBS may access the full report in PDF @ https://www.dbs.com/insightsdirect/.
Dale LAI DBS Group Research | Derek TAN DBS Group Research | https://www.dbs.com/insightsdirect/ 2024-12-12
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