With the Covid pandemic seeing a few resurgences over the past few months across several countries, could industrial REITs be the safe haven that dividend/income investors are looking for as they seek consistent and predictable cash flow in their investments? One that stood out the most would be ESR REIT (SGX: J91U) as it has recently proposed a merger with another industrial REIT, ARA LOGOS Logistics Trust. Let’s take a look at ESR REIT as well as the proposed merger and figure out if this could be a great investment to add to your portfolio. Portfolio Overview ESR REIT has a relatively sizable portfolio with a total of S$3.2 billion assets under management. It is good to note that 97.8% of their rental income derives from their Singapore portfolio which comprises a total of 58 properties while the remaining 2.2% comes from their 10% interest in ESR Australia Logistics Partnership in which they have a S$61.5 million equity stake in.  ...