Low PE High Beta Sub-sector / Geography Current Price

Frasers L&I Tr AUD Industrial Australia, 1.22

Europe
EC World Reit Ecommerce logistics / 0.735
Industrial China
Mapletree Com Tr Commercial Singapore 2.27
CromwellReit EUR European 0.505
Offices/Industrial
ParkwayLife Reit Singapore/Japan 3.26
Healthcare

IREIT Global German offices 0.79

Netlink Trust Fibre busines trust 0.96

Energy, Distribution 0.53
Keppel Infrastructure Trust network, waste

Rejected Counters
BHG Retail Reit China Retail 0.7

Sabana Reit Industrial Singapore 0.455

Target
price Projected Yield

1.3 5.75%

0.87 8.31%

2.45 4.35%
0.59 8.50%

3.4 4.10%

N/A 7.42%

1.01 5.50%
0.58 7%

Total 6.37%

N/A 6.43%

0.48 6.29%
Issue

Dropping AUD, Brexit and Euro instability.

Yuan weakening. Reliance on one tennant.

No issue, that's why yields are low.

Euro Brexit, wide geographical region, good
outlook , new REIT
Malaysian healthcare unit yet to reach full
occupancy. Low yield

High concentrated tenant. Stable until 2022.

Brexit. Forex Risk
Inserted by trainer
Inserted by trainer

Married deal at 65cts

Managemnet turnover in October 2019.

Group Recommend Buy ? Reasons

Low gearing, high occupancy.

Yes High WALE

Yes High yield, tenant is sponsor.

Yes Stable investment
High yield, good outlook for
Yes logistics in EMEA.
DPU increasing every year.
Guaranteed escalation in
Yes Japan 7% !

Yes Stable Yields until 2022.

Married deal is a
showstopper. Insufficeint
No information.
Change in personnel is too
No risky.
Low PE High Market Cap

Mapletree Com Tr
Mapletree Log Tr
Mapletree NAC Tr
Frasers Cpt Tr
Ascott Reit
OUE Com Reit
Frasers L&I Tr
ParkwayLife Reit