I stopped buying Frasers Logistics and Commercial Trust or FLCT (SGX: BUOU) a year ago and even sold part of my position to reduce concentration risk. Today, after reviewing FLCT’s latest results, I think the investment case has changed materially. In this video, I’ll explain why I’ve become more constructive on FLCT, what changed fundamentally, and why it’s no longer on my sell list — the implications on my personal portfolio will surprise you. In this video, we’ll cover:• Why the headline DPU decline may be misleading• The surprising strength of FLCT’s logistics portfolio• Whether the Alexandra Technopark issue is finally behind us• How FLCT compares against Mapletree Logistics Trust (MLT)• Why my personal view on FLCT has changed over the past year Timestamps 00:00 Why I’ve Changed My Mind On FLCT 00:50 Introduction 01:50 What FLCT Actually Owns 03:00 The Most Important Number In The Results 05:10 The Logistics Portfolio Is Carrying The REIT 07:00 Alexandra Technopark: Has The Worst Passed? 08:45 Balance Sheet And New Acquisitions 10:15 FLCT vs MLT: Same Yield, Different Risks 11:50 Risks Investors Should Still Watch 13:05 The Dividend Uncle’s Take 14:35 Final Thoughts As always, this video is for informational purposes only and not financial advice. Please do your own research and consult a licensed financial adviser before making any investment decisions. I own some of the shares and REITs discussed but what works for me might not work for you. #FLCT #SingaporeREITs #DividendInvesting #REITInvesting #PassiveIncome #IncomeInvesting #FrasersLogisticsCommercialTrust #MLT #TheDividendUncle...