There are only 3 pure logistics SREITs which are ARA LOGOS Logistics Trust, EC World REIT and Mapletree Logistics Trust. It may seem like not an apple to apple comparison as MLT is a big cap REIT as compare to the other 2. Nonetheless, let's see how they fare against each other. For the previous comparison, please refer here.
* Growth Trend for DPU is not adjusted for any equity fundraising.
Below is the summary for REIT with more favorable points by categories: 1) Basic Profile & Key Statistics - Tie 2) Related Parties Shareholding - ECW 3) Lease Profile - MLT 4) Debt Profile - MLT 5) Diversification - MLT 6) Key Financial Metrics - ALOG & ECW 7) Growth Trend - MLT 8) Overall - MLT, followed by ECW.
For relative valuation, let's try to use the standard deviation method to gauge....