Asset Recalibration StrategyThe manager is executing an asset recalibration strategy post-merger, which is believed to be value accretive and drive a share price re-rating.
Dividend YieldThe dividend yield of more than 10% is significantly higher than its large-cap industrial S-REIT peers, making it appealing to investors.
Rental ReversionsStrong positive rental reversions of 10.3% in FY24, driven by high-specs industrial and logistics segments, indicate further rental growth.