SGX Listed REIT

ESR-REIT (SGX:J91U)


SGD 0.540
+0.010 / +1.89%
Share Price as of: 2019-05-24 11:20
Market / ISIN Code: SGX Mainboard / SG1T70931228
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Industrial REITs


ESR REIT Blogger ArticlesESR-REIT Blogger Articles SGX Listed ESR-REIT (SGX:J91U) Blogger Articles J91U.SI Blogger Articles
Investment Moats
Kyith
2019-05-19 05:40:02
IREIT Global Evolving with CDL’s Involvement – My Take on this 7.4% Yielder
At the end of April, City REIT Management, a subsidiary of City Development Ltd (CDL) purchase 50% of IREIT’s manager. City Strategic, also a subsidiary of CDL, purchase a substantial stake in IREIT itself. In November 2016, Tikehau Capital purchased a 80% stake in IReit’s manager. The rest of the stake is held by Chinese Tycoon Tong Jinquan and Soilbuild founder Lim Chap Huat. Tong Jinquan owns 297 mil units (47%), Chap Huat owns 33 mil units (5.2%), Tikehau Capital owns 52.6 mil (8.3%). In this deal, Tikehau Investment Asia Pacific bought back Tong’s stake in the manager. They then sold half the stake in the manager to City Reit Management, which is CDL’s arm in doing reit management. Now, Tikehau and City Reit owns roughly 50% each in the manager. Then, Tika
Aspire
Victor Yeung
2019-05-06 12:37:38
Evolution Of Industrial REITs
The ESR Group, a major Chinese group of logistics operators, has recently applied for main board listing in Hong Kong.  Singaporean investors may already be familiar with the group, as they also act as the manager of the Singapore-listed ESR REIT. The Singapore market has several industrial and logistics REITs and, formerly, one logistics developer, and thus, local investors may already be familiar with the asset type. However, for Hong Kong investors, the potential listing will introduce a new form of commercial real estate for consideration. In addition, in the first quarter of 2019, the total return of Link REIT has lagged behind that of Champion REIT which is an office REIT, and Fortune REIT which is a retail REIT with a dual listing in Singapore. The fact that new and existing real e
My Stocks Investing Journey
Marubozu
2019-05-05 23:09:52
Singapore REIT Fundamental Analysis Comparison Table – 5 May 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 866.27 to 869.49 (+0.37%) as compared to last post on Singapore REIT Fundamental Comparison Table on April 1, 2019. The REIT index continues to trade upward in the uptrend and currently getting very near to the immediate resistance of 875 (the previous high in 2018) after the recent minor correction which was supported by the 50D SMA.  Based on the current chart pattern and and momentum,  the sentiment is BULLISH and the trend for Singapore REIT direction is UP. All eyes will be focusing on whether the REIT index can break the 2018 high (875) and 2013 high (892) back in May 2013. We shall see whether the following fundamental REI
The Motley Fool Singapore
Jeremy Chia
2019-05-05 16:22:01
3 Risky REITs With the Highest Gearing
With the US Federal Reserve increasing interest rates three times last year, the cost of debt has increased substantially. Real estate investment trusts (REITs) typically have high gearing ratios, making them more susceptible to rate changes. With this in mind, I did a simple screen to find the three most highly-geared REITs in the market now. These REITs could potentially be most affected when they have to refinance their loans. REIT #1 ESR REIT  (SGX: J91U), formerly known as Cambridge Industrial Trust, has the unwanted distinction of topping this list. The REIT, which recently merged with Viva Industrial Trust, has a debt-to-asset ratio of 42.0%. This is just a whisker away from the 45% regulatory ceiling imposed on REITs in Singapore. Nevertheless, ESR REIT’s distribution per u
The Motley Fool Singapore
Lawrence Nga
2019-05-01 05:50:24
2 Singapore REITS That Have Delivered Growth Recently
Its earnings season again, and many Singapore REITs are starting to report their most recent results. REITs have always been a favourite investment choice for risk-adverse investors because of their stable earnings qualities. Let’s take a look at two REITs that have lived up to their investors’ expectations by delivering positive performances in their latest earnings updates. ESR-REIT (SGX: J91U) is the first REITs that announced a stronger quarterly result recently. ESR REIT invests in income-producing industrial properties and has a diversified portfolio of 57 properties located across Singapore. For the quarter ended 31 March 2019, gross revenue surged by 92.9% year on year to S$64.8 million, while net property income improved by 104.2% to S$48.6 million. Similarly, distribution
The Motley Fool Singapore
Sudhan P.
2019-04-27 04:29:52
The Weekly Nibble: Cheap Singapore REITs
Here are some of the most popular articles that have appeared on The Motley Fool Singapore’s website over the past week. 3 Cheap REITs in Singapore Currently I explore three real estate investment trusts (REITs) that are selling below a price-to-book (P/B) ratio of 1. In theory, a P/B ratio of less than 1 means the REIT is selling at less than what it’s worth. Those REITs are OUE Commercial Real Estate Investment Trust (SGX: TS0U), Sabana Shariah Compliant REIT (SGX: M1GU), and ESR-REIT (SGX: J91U). 1 Singapore Blue-Chip That Could Double Your Money in the Next 5 Years (Part 1) Lawrence Nga looks at a Straits Times Index (SGX: ^STI) stock that has the potential to double your capital in the next five years. Do jump into the article to find out what the company is and its track record.
The Motley Fool Singapore
Lawrence Nga
2019-04-25 09:25:17
ESR-REIT Latest Results: Higher Gross Revenue And DPU
Yesterday, ESR-REIT (SGX: J91U) released its 2019 first-quarter earnings update. As a quick introduction, ESR-REIT invests in industrial real estate, and currently has a portfolio of 57 properties located across Singapore. Here are 10 things investors should know about ESR-REIT’s latest results: Gross revenue for the reporting quarter surged 92.9% year-on-year to S$64.8 million while net property income ballooned 104.2% to S$48.6 million. Similarly, distribution per unit (DPU) grew by 18.9% to 1.007 cents. Based on ESR-REIT’s annualised DPU of 4.028 cents and its unit price of S$0.51 (as of writing) the REIT has a trailing distribution yield of 7.9%. As of 31 March 2019, the REIT’s gearing stood at 42.0%, which is close to the regulatory ceiling of 45%. The REIT’s portfolio had a
My Stocks Investing Journey
Marubozu
2019-04-18 20:38:31
Singapore REIT Fundamental Analysis Comparison Table – 1 April 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 842.91 to  866.27 (+2.77%) as compared to last post on Singapore REIT Fundamental Comparison Table on Mar 4, 2019. The REIT index continues to rise sharply in the uptrend and currently closing in the immediate resistance of 875 (the previous high in 2018). Based on the current chart pattern and and momentum,  the trend for Singapore REIT direction is UP but upside may be limited.  It remains to be seen whether the REIT index can break the 2018 high (875) and 2013 high (892) back in May 2013. We shall see whether the following fundamental REIT data to support the technical bull run.   Fundamental Analysis of 39 Singapore REIT
My Stocks Investing Journey
Marubozu
2019-04-01 20:46:05
Singapore REIT Fundamental Analysis Comparison Table – 4 Mar 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 832.03 to 842.91 (+1.31%) as compared to last post on Singapore REIT Fundamental Comparison Table on Feb 4, 2019. The REIT index retraced and successfully tested the 820 resistance-turned-support to continue the uptrend. In addition, this bullish uptrend is supported by a strong volume.   Based on the current chart pattern and trend analysis, the trend for Singapore REIT direction is UP!  There is a chance for Singapore REIT index to test the immediate resistance at about 875 (the previous high in 2018) based on current market sentiment and bullish momentum. This represents another 4% upside potential from current level before t
DollarsAndSense.sg
Dinesh Dayani
2019-03-24 15:24:38
4 Stocks This Week (Best Dividends In Singapore): NetLink NBN Trust, Mapletree North Asia Commercial Trust, ESR-REIT, Far East Hospitality Trust
Singapore investors are always looking for high-dividend stocks to invest in. While it may look lucrative to invest in companies with high dividends, we should also think about it from a risk standpoint – any investment that pays a higher return also tends to have higher risk. Finding companies that pay high dividends may also be time consuming, or we may get outdated or even bad advice from family, friends and even online sources that cannot be trusted. To get started on finding these companies on our own, and looking into its fundamentals more, we can use SGX’s stock screener, StockFacts. Read Also: StockFacts: All The Latest News & Financials You Need To Know Before Investing In SGX Stocks Using SGX StockFacts To Find The Companies With The Best Dividends In this article, we use
DollarsAndSense.sg
Dinesh Dayani
2019-03-06 10:17:57
S-REIT Report Card: Here’s How Singapore REITs Performed In FY2018
The US Federal Reserve has indicated that 2019 will likely see slower interest rate hikes. This comes on the back of mounting macroeconomic uncertainties, that has seen investors turn to less risky investments. This may benefit REITs in three ways: # 1 Traditionally, REITs take on a lot of debt to fund its capital-intensive property investments. Slower interest rate hikes in 2019 will ease the growing pressure on REITs, in terms of debt repayment. # 2 Markets are efficient – which means that prices of REITs would have taken into consideration that rate hikes would continue as normal. This stance of slowing down the interest rate hikes in 2019 is new information for the market, and may give REITs a boost. (Do note that most of this new information should already be priced into the markets
My Stocks Investing Journey
Marubozu
2019-02-04 12:45:25
Singapore REIT Fundamental Analysis Comparison Table – 4 Feb 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) had a huge rally last month from 777.45  to 832.03 (+7.00%) as compared to last post on Singapore REIT Fundamental Comparison Table on Jan 1, 2019. The REIT index broke out from an down trend channel and critical resistance at 800, and reversed to an uptrend with spike in volume just in 1 month! This bull’s move was fast and furious! Most investors were not able to capture this large bullish move if they were not watching the stock market every day. Based on the current chart pattern and trend analysis, the trend for Singapore REIT direction is UP!  There is a chance for Singapore REIT index to test the immediate resistance at about 875 (the previous high in 2018) b
S-REIT Investment Blog
jc.education.sg
2019-01-02 08:30:03
Analysis of ESR REIT - Transiting into the league of big boys.
Current Price on 28th Dec 2018 = $0.505Yield = 8.37%  Price-to-book Ratio = 0.985Assets per unit = $0.956Debt per unit = $0.443 (including current liabilities)Gearing = 46.4%Secured NAV = $0.513 (101% of trading price)ESR-REIT is currently my biggest holdings with about 329,000 shares worth about $166,000. It is earning me a monthly dividend of $1,100 which helps to pay a lot of my bills. This is because of the merger earlier with Viva Industrial Trust where most of my holdings in Viva Industrial Trust is converted to ESR REIT (and coupled with my original holdings). It looks a lot so may pare down but let's take a look at the statistics first.With a yield of 8.37%, it is quite attractive. In fact, REITs with similar size (Ascendas REIT, Mapletree Logistics Trust, Mapletree Indus





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