Industrial and logistics REITs own warehouses, business parks, light-industrial estates and, increasingly, data-centre-adjacent assets. They typically offer some of the more resilient income on the board, underpinned by structural demand from e-commerce, supply-chain reconfiguration and onshoring.
7 trusts S$28.6B combined cap 7.4% median yield 0.96x median P/NAV| REIT | Price | Yield | P/NAV | Mkt cap |
|---|---|---|---|---|
| ESR-REIT SGX:9A4U · ESR Group |
S$2.390 | 9.21% | 0.94 | S$1.92B |
| Daiwa House Logistics Trust SGX:DHLU · Daiwa House |
S$0.495 | 8.75% | 0.76 | S$344M |
| Alpha Integrated REIT SGX:M1GU · Internalised (ex-Sabana) |
S$0.490 | 7.55% | 0.93 | S$551M |
| CapitaLand Ascendas REIT SGX:A17U · CapitaLand |
S$2.540 | 7.41% | 1.13 | S$12.68B |
| Mapletree Industrial Trust SGX:ME8U · Mapletree |
S$1.950 | 6.48% | 1.20 | S$5.57B |
| AIMS APAC REIT SGX:O5RU · AIMS / internalised |
S$1.600 | 6.19% | 1.25 | S$1.31B |
| Mapletree Logistics Trust SGX:M44U · Mapletree |
S$1.220 | 5.95% | 0.96 | S$6.25B |
Industrial trusts plotted. Up = higher yield; left = cheaper vs book.
Every Singapore REIT scored on yield, valuation, balance-sheet strength and distribution durability — source-linked to each trust's latest filing. One email, refreshed every reporting season. The fastest way to put this whole hub in your inbox.
Industrial S-REITs are the workhorses of the sector: long-WALE logistics, multi-tenant business parks, and specialised facilities. Demand drivers include e-commerce penetration, supply-chain resilience and the build-out of digital infrastructure. Key things to compare across the names: positive vs negative rental reversion, occupancy, weighted average lease expiry (WALE), the mix of Singapore vs overseas assets, and currency exposure for the pan-Asian portfolios.
Because industrial assets re-let faster than offices and carry shorter capex cycles than hotels, distribution durability is often higher — but it is far from uniform. Gearing, the cost and tenor of debt, and tenant concentration separate the resilient from the fragile, and those numbers live in the filings rather than the price feed.
We turn scattered filings and market noise into diligence-ready, source-cited intelligence — and we run the same engine on private CRE deals: 10-minute go / no-go, owner prospecting, listing launch and AI lead management. Every figure on this site was machine-generated and auto-refreshed; no analyst typed it in.