S-REITs have wrapped up their Q4 results and we see divergence in industry fundamentals. We like industrial and retail given stronger fundamentals and valuation. We propose Long CLAR Short KREIT
What is covered in the Full Insight:
S-REIT Pair Trade Idea
CapitaLand Ascendas REIT (CLAR) Overview
Keppel REIT Overview
Q4 2023 Results and Industry fundamentals
Valuation and expected returns
SUMMARY
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