Better Buy: Keppel DC REIT Vs Mapletree Industrial Trust
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 11 2024
0mins
Source: Yahoo Finance
- Comparison of REITs: The article compares Keppel DC REIT and Mapletree Industrial Trust (MINT) in terms of portfolio composition, financials, debt metrics, operating metrics, and distribution yield.
- Keppel DC REIT: A pure data centre REIT with a strong sponsor in Keppel Ltd, having properties in nine countries and a high occupancy rate but lower distribution yield.
- Mapletree Industrial Trust (MINT): A diversified industrial REIT with 140 properties across three countries, offering better property diversification, higher distribution yield, and positive rental reversion.
- Winner: MINT: MINT emerges as the winner in the comparison due to its portfolio diversification, financial performance, debt metrics, and distribution yield.
- Considerations for Investors: Factors like concentrated exposure to data centres (Keppel DC REIT) and acquisitions/rental escalations should also be considered by investors when choosing between the two REITs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
