When I select reits for my own investment, one of the key criteria is to select reits with increasing DPU. Increasing DPU tells me that either the reit is well mangaged, or/and they are in a sector/country that is bullish. Going through the 37 SREITS, I have listed only those that the following have DPU that are increasing.
Healthcare
- Parkway Life
- First Reit
Retail
- Lippo Malls
- Mapletree Commercial
- CapitaR China
- Fortune
- Mapletree GCC
Office
- None
Industrial
- Keppel DC
- Mapletree Ind
- Ascendas
- Viva Ind
Hospitality
- Ascendas HTrust
Further applying the following filter:
- Yield > 6%
- Gearing < 35%
- Removing reits with properties in China/HK
The 4 SREITS that remains are :
- First Reit
- Lippo Malls
- Mapletree Ind
- Ascendas HTrust
These are the SREITS that I want to add to my portfolio
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