(1) Cache Logistics
Current Price : 96 cents
DPU: 7.76 cents
Current yield: 8.08%
9% yield
(2) Sabana Reit
Current Price : 97.5 cents
DPU: 8.63 cents
Current yield: 8.85%
9% yield
(3) Lippo Mapple Tree Reit
Current Price : 52.5 cents
DPU: 4.36 cents
Current yield: 8.3%
9% yield
hey, what do you think of the smaller cap REITS which have a more attractive yield, like AIMS AMPCI REIT and First REIT, both of which are trading below NAV AND have 9+% yield?
ReplyDeleteHi Isaac,
ReplyDelete1st of all, i must let you know that im vested in both Aims and first reit.
For smaller caps reits, the risk is higher which is why yield is much higher. The sponsors for these reits are definitely not as strong as those like Capitaland.
For First reit, it is basically healthcare/hospitals in indonesia. So geographical risks exists.
In order to minimise risk, one of my criteria for choosing which reits to buy is that it must have constant and stable historical DPU which both of them satisfy.
You can also refer to some of the blogs like investment moats and ASSI which gives very good insights of these reits.