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DW 4Q2012 S-REITs Review (Industrial)

by Dividends Warrior on February 7, 2013

1. CACHE Logistics Trust
Positives/ catalysts:
·       New acquisitions made in 2012 have started to contribute rental income. Buying a newly-completed full ramp-up warehouse along 15 Gul Way.  
·       Increase in distributable income.
·       Largest ramp-up warehouse provider in Singapore.
·       100% occupancy rate.
·       Strong working relationship with quality MNC tenants.
·       Triple net master leases.
·       No refinancing needs until 2014.
·       Pipeline of possible future acquisitions from sponsor.
Negatives/ Risks:
·       More competition as new industrial properties are ready this year.

2. AIMS AMP Capital REIT
Phase 1 at 20 Gul Way is completed
Positives/ catalysts:
·       Completion of Phase 1 at 20 Gul Way. This new property has started to contribute rental income. Full contribution expected in 1Q2013.
·       Phase 2 is set to be completed on schedule and within budget by 2013 year …

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