BIG RISK IN DATA CENTRE REITS? News on Mapletree Industrial Trust & Keppel DC Reit! Jim Chanos Short
You’d hear updates on Mapletree industrial trust 1Q22/23 numbers and Keppel DC reit 2Q22 performance. Keppel DC reit has raised dividends slightly but Mapletree industrial trust dividends are flat at 3.49c/Q. However, is the risk in data centre reits getting bigger?
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0:00 Introduction
0:44 Updates on Mapletree industrial trust
Is this a bottoming out phase?
1:28 Interest rate impact on MIT and Keppel DC reit
Both have more than 72% of loans fixed
2:39 Net property income growth in MIT
No big acquisitions made. MIT is keen to buy europe data centres
4:20 Keppel DC reit
ROFR exercised on Guangdong data centre worth $210m
Gains on derivates and finance income.
DPU hits a record of 5.049c
6:53 Keppel DC reit has around 25% allocated to Europe data centres
7:38 Jim Chanos short on data centres
#mapletreeindustrialtrust #keppeldcreit #reits
We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We testament not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
It is not an endorsement of the product unless explicitly stated and we testament not be liable for any losses. The content in this video and any promotions mentioned is accurate as of the posting date.
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About Josh Tan:
Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.
As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video.
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