Hey savvy investors! Followers of ‘The Dividend Uncle’ channel will know that I talk a lot about Mapletree Logistics Trust, or MLT, and for good reason. It’s a fascinating REIT: growth-oriented thanks to the booming logistics sector, with a proactive management team that’s consistently recycling capital into better quality assets. Yet, despite all this growth potential, MLT has managed to maintain a relatively attractive dividend yield, which keeps it appealing for income-focused investors. But let me be clear: I’m never overly attached to any REIT and am always prepared to let go of those that no longer align with my long-term goals. So, when I noticed recently, of signs that risks within MLT’s portfolio might be spreading, it definitely caught my attention! While we’ve known about the ongoing challenges in China, it now seems that Hong Kong is also showing signs of weakness. This raises questions about the stability of MLT’s portfolio and its ability to withstand these pressures over the long term. So, the big question I’m exploring today: Is this the start of a wider weakness across MLT’s portfolio? Or can management’s strategy of diversification and capital recycling help MLT weather these challenges? I’ll be sharing my views on these. ==== Please do not treat any content to be financial advice. "The Dividend Uncle" channel aim to provide content for educational and entertainment purposes only. I am vested in the REITs/ shares discussed in this video. ==== Visit our newly launched website https://thedividenduncle.com/ As featured on TheFinance.sg https://thefinance.sg/author/the-dividend-uncle/ Follow me for more insights at instagram: https://www.instagram.com/thedividenduncle We are on Spotify! https://spotifyanchor-web.app.link/e/3CgEUutLpKb ==== The 5-year dividend yield chart is from https://www.reit-tirement.com/...