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

180 thoughts on “Personal compilation of reits sorted by total potential return & dividend yield

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