Asset StrategyThe manager is executing an asset recalibration strategy post-merger, which is expected to be value accretive and drive a share price re-rating.
Market PositionEREIT is now the fifth-largest industrial S-REIT with a total asset base of approximately SGD5bn, making it an attractive option with a dividend yield higher than its peers.
Rental GrowthThere are strong positive rental reversions of 10.3% in FY24, with further rental growth expected.