A fairly detailed analysis of $Mapletree Log Tr(M44U.SI) for those interested in REIT investing.
We think that MLT it would provide fairly stable and predictable returns for unitholders. The downside risk for both stocks are also well managed. We like the fact that MLT has a strong sponsor with a healthy pipeline of assets to acquire to feed its growth. We also like the fact that its has long term leases with WALE of 3.9 years, a fairly diversified lease profile and a prudent management of foreign exchange risk.
But there are certainly risk in MLT to watch out for and guidance on valuations and entry prices which is covered in the article.
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