Dividend YieldAnalyst maintains Add rating as MINT’s resilient portfolio metrics and attractive projected FY26F dividend yield of 6.3% are favored.
Portfolio ManagementMapletree Industrial Trust has actively managed its portfolio, successfully renewing or back-filling about 70% of expiries over the past two years, showing the continued relevance of their assets.
Redevelopment StrategyThe trust's redevelopment strategy, particularly in its portfolio of flatted factories, has unlocked untapped potential, enhancing shareholder value and driving NAV and DPU uplifts.