Reply to @wiseinvestor : It's a worse case scenario assuming no income from NKI and no improvement in their other properties. Eventually some properties will improve like Eightrium which was affected by DBS departure in March. How long will it take is anybody's guess. Anyway I prefer them to ESR.
@Pizzaprata Thanks for the writeup! looking forward to the next post on $Cache Log Trust(K2LU.SI)
Thanks for the analysis. It looks like Soildbuilt REIT has some leeway to fall...
Reply to @wiseinvestor : It's a worse case scenario assuming no income from NKI and no improvement in their other properties. Eventually some properties will improve like Eightrium which was affected by DBS departure in March. How long will it take is anybody's guess. Anyway I prefer them to ESR.