Personal compilation of reits sorted by total potential return & dividend yield

Dear all,

Reits as represented by the FTSE ST Real Estate Investment
Trust has appreciated about 36.7% YTD. (Note: This return is calculated by
using 31 Dec 12 px against 30 Dec 11 px. Thus, if we only start buying reits at
the later part of the year, the returns would likely be much lower.)

For readers who are interested in Reits as core holdings,
below are my personal compilation of reits sorted by total potential return
& dividend yield

Best wishes to you and your family in 2013 ahead!

1. Reits sorted by total potential return

Short Name	CRNCY	Last Price	Ave analyst TP	Chg from ave analyst TP	52 Wk High	52 Wk Low	Adj Mkt Cap	Est Cur Year PE	Est Div Yield	YTD Total Return (%)	Est Cap gain + Div Yield (%)
Saizen Reit	SGD	0.18	0.206	16%	0.178	0.127	252.5	13.9	7.0%	38%	23.0%
Lippo Malls	SGD	0.49	0.543	11%	0.495	0.345	1,074.0	13.2	6.1%	49%	17.0%
Mapletree Indust	SGD	1.36	1.465	8%	1.445	1.050	2,216.9	15.5	6.5%	36%	14.3%
Ascendas Hospita	SGD	0.94	0.995	6%	0.940	0.860	751.3	40.7	7.6%	NA	14.0%
Cdl Reit	SGD	1.91	2.056	8%	2.120	1.565	1,850.3	16.6	6.0%	32%	13.6%
Ascendas India T	SGD	0.77	0.820	7%	0.860	0.690	697.8	15.0	6.4%	19%	13.6%
Starhill Global	SGD	0.79	0.845	8%	0.795	0.565	1,525.3	17.1	5.5%	48%	13.1%
Cache Logistics	SGD	1.24	1.314	6%	1.270	0.960	867.5	18.7	6.7%	40%	13.1%
Mapletree Log Tr	SGD	1.14	1.216	7%	1.180	0.845	2,767.3	15.8	6.1%	44%	12.8%
Sabana Shariah	SGD	1.14	1.183	4%	1.150	0.875	727.0	14.0	8.2%	42%	12.5%
Mapletree Commer	SGD	1.22	1.309	7%	1.270	0.850	2,282.7	21.0	4.9%	52%	12.2%
Hutchison Port-U	USD	0.79	0.816	3%	0.865	0.620	8,415.9	23.6	8.3%	38%	11.6%
Frasers Commerci	SGD	1.31	1.363	4%	1.310	0.740	844.0	21.4	5.7%	88%	10.1%
Religare Health	SGD	0.89	0.970	9%	0.900	0.760	701.4	5.0	NA	NA	9.0%
Ascott Residence	SGD	1.37	1.395	2%	1.370	0.980	1,559.9	16.9	6.4%	49%	8.6%
Capitamall Trust	SGD	2.15	2.233	4%	2.250	1.685	7,431.3	23.9	4.5%	33%	8.4%
Parkwaylife Reit	SGD	2.15	2.229	4%	2.200	1.700	1,300.8	21.5	4.7%	27%	8.3%
Frasers Centrepo	SGD	2.00	2.054	3%	2.040	1.425	1,647.0	18.2	5.4%	48%	8.0%
Ascendas Real Es	SGD	2.39	2.438	2%	2.510	1.820	5,351.1	17.3	5.9%	40%	7.9%
Cambridge Reit	SGD	0.68	0.680	1%	0.680	0.475	820.8	17.8	7.1%	54%	7.9%
Fortune Reit	HKD	6.35	6.511	3%	6.850	3.700	1,701.2	22.7	5.0%	80%	7.6%
First Reit	SGD	1.07	1.060	-1%	1.085	0.760	711.5	NA	6.6%	54%	5.7%
Suntec Reit	SGD	1.67	1.664	0%	1.685	1.075	3,742.6	21.3	5.6%	66%	5.6%
Capitaretail	SGD	1.64	1.597	-3%	1.660	1.107	1,228.2	18.9	5.9%	56%	3.3%
Far East H Trust	SGD	1.01	0.976	-3%	1.080	0.930	1,611.9	23.9	5.8%	NA	2.9%
Keppel Reit	SGD	1.30	1.225	-5%	1.305	0.830	3,407.4	23.5	5.9%	69%	0.5%
Capitacommercial	SGD	1.69	1.601	-5%	1.690	1.045	4,804.6	23.2	4.7%	71%	-0.5%

Source: Bloomberg as of 28 Dec 12
Note: Bloomberg does not have an estimated dividend yield for Religare

2. Reits sorted by estimated dividend return

Short Name	CRNCY	Last Price	Ave analyst TP	Chg from ave analyst TP	52 Wk High	52 Wk Low	Adj Mkt Cap	Est Cur Year PE	Est Div Yield	YTD Total Return (%)	Est Cap gain + Div Yield (%)
Religare Health	SGD	0.89	0.970	9%	0.900	0.760	701.4	5.0	NA	NA	9.0%
Hutchison Port-U	USD	0.79	0.816	3%	0.865	0.620	8,415.9	23.6	8.3%	38%	11.6%
Sabana Shariah	SGD	1.14	1.183	4%	1.150	0.875	727.0	14.0	8.2%	42%	12.5%
Ascendas Hospita	SGD	0.94	0.995	6%	0.940	0.860	751.3	40.7	7.6%	NA	14.0%
Cambridge Reit	SGD	0.68	0.680	1%	0.680	0.475	820.8	17.8	7.1%	54%	7.9%
Saizen Reit	SGD	0.18	0.206	16%	0.178	0.127	252.5	13.9	7.0%	38%	23.0%
Cache Logistics	SGD	1.24	1.314	6%	1.270	0.960	867.5	18.7	6.7%	40%	13.1%
First Reit	SGD	1.07	1.060	-1%	1.085	0.760	711.5	NA	6.6%	54%	5.7%
Mapletree Indust	SGD	1.36	1.465	8%	1.445	1.050	2,216.9	15.5	6.5%	36%	14.3%
Ascendas India T	SGD	0.77	0.820	7%	0.860	0.690	697.8	15.0	6.4%	19%	13.6%
Ascott Residence	SGD	1.37	1.395	2%	1.370	0.980	1,559.9	16.9	6.4%	49%	8.6%
Mapletree Log Tr	SGD	1.14	1.216	7%	1.180	0.845	2,767.3	15.8	6.1%	44%	12.8%
Lippo Malls	SGD	0.49	0.543	11%	0.495	0.345	1,074.0	13.2	6.1%	49%	17.0%
Cdl Reit	SGD	1.91	2.056	8%	2.120	1.565	1,850.3	16.6	6.0%	32%	13.6%
Keppel Reit	SGD	1.30	1.225	-5%	1.305	0.830	3,407.4	23.5	5.9%	69%	0.5%
Ascendas Real Es	SGD	2.39	2.438	2%	2.510	1.820	5,351.1	17.3	5.9%	40%	7.9%
Capitaretail	SGD	1.64	1.597	-3%	1.660	1.107	1,228.2	18.9	5.9%	56%	3.3%
Far East H Trust	SGD	1.01	0.976	-3%	1.080	0.930	1,611.9	23.9	5.8%	NA	2.9%
Frasers Commerci	SGD	1.31	1.363	4%	1.310	0.740	844.0	21.4	5.7%	88%	10.1%
Suntec Reit	SGD	1.67	1.664	0%	1.685	1.075	3,742.6	21.3	5.6%	66%	5.6%
Starhill Global	SGD	0.79	0.845	8%	0.795	0.565	1,525.3	17.1	5.5%	48%	13.1%
Frasers Centrepo	SGD	2.00	2.054	3%	2.040	1.425	1,647.0	18.2	5.4%	48%	8.0%
Fortune Reit	HKD	6.35	6.511	3%	6.850	3.700	1,701.2	22.7	5.0%	80%	7.6%
Mapletree Commer	SGD	1.22	1.309	7%	1.270	0.850	2,282.7	21.0	4.9%	52%	12.2%
Capitacommercial	SGD	1.69	1.601	-5%	1.690	1.045	4,804.6	23.2	4.7%	71%	-0.5%
Parkwaylife Reit	SGD	2.15	2.229	4%	2.200	1.700	1,300.8	21.5	4.7%	27%	8.3%
Capitamall Trust	SGD	2.15	2.233	4%	2.250	1.685	7,431.3	23.9	4.5%	33%	8.4%

Source: Bloomberg as of 28 Dec 12
Note: Bloomberg does not have an estimated dividend yield for Religare

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