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ESR REIT
9A4U.SG
ESR-REIT is a leading New Economy and future-ready Asia Pacific S-REIT. Listed on the Singapore Exchange Securities Trading Limited since 25 July 2006, ESR-REIT invests in quality income-producing industrial properties in key gateway markets. As at 30 June 2025, ESR-REIT holds interests in a diversified portfolio of logistics properties, high-specifications industrial properties, business parks and general industrial properties with total assets of approximately S$5.9 billion. Its portfolio comprises 70 properties (excluding 48 Pandan Road held through a joint venture) located across the developed markets of Singapore (50 assets), Australia (18 assets) and Japan (2 assets), with a total gross floor area of approximately 2.5 million sqm, as well as investments in three property funds in Australia.
97.21 B
9A4U.SGMarket value -Rank by Market Cap -/-

Financial Score

05/12/2025 Update
D
Equity Real Estate Investment Trusts (REITs)Industry
Industry Ranking26/39
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreD
    • ROE-4.21%D
    • Profit Margin-20.69%D
    • Gross Margin69.77%A
  • Growth ScoreC
    • Revenue YoY11.10%B
    • Net Profit YoY-42.21%D
    • Total Assets YoY18.55%A
    • Net Assets YoY0.13%C
  • Cash ScoreC
    • Cash Flow Margin-377.26%D
    • OCF YoY11.10%B
  • Operating ScoreE
    • Turnover0.08E
  • Debt ScoreC
    • Gearing Ratio55.09%C

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Institutional View & Shareholder

Analyst Ratings

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    News
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    REIT Watch - Industrial S-REITs deliver stable operating performance in Q3

    Industrial S-REITs in Singapore showed stable performance in Q3 2025, with positive rental reversions and occupancy rates. Key players like CapitaLand Ascendas REIT and AIMS APAC REIT reported increases in distributions per unit (DPU). Alpha Integrated REIT achieved a 38.4% year-on-year DPU growth, while ESR REIT's distributable income rose by 6.8%. Overall, industrial rents increased, and the market outlook remains positive, with expectations of continued investor interest in industrial properties as interest rates decline.

    SGX·
    SG
    9A4U
    +0.36%
    SGX·
    SG
    9A4U
    +0.36%

    Maybank upgrades ESR Reit to ‘buy’ on positive developments

    Maybank Securities has upgraded ESR Reit to 'buy' from 'hold', raising the target price by 50% to S$3 due to positive developments and a high yield. The Reit's distributable income increased by 6.8% to S$134.6 million, supported by organic NPI growth and strategic acquisitions. ESR Reit's NPI rose 28.6% year-on-year to S$247.8 million. The Reit is actively managing debt, with a current gearing ratio of 43.3%. Analysts predict divestments of S$200 million to S$300 million in FY2026, which could lower gearing to 41%.

    Businesstimes·
    SG
    9A4U
    +0.36%
    Businesstimes·
    SG
    9A4U
    +0.36%

    CGS-CIMB Sticks to Their Buy Rating for ESR-REIT (CGIUF)

    According to TipRanks, Mun Yee is a 4-star analyst with an average return of 6.1% and a 54.76% success rate. Mun Yee covers the Real Estate sector, focusing on stocks such as Keppel REIT, CapitaLand Ascendas REIT, and ESR-REIT. ESR-REIT has an analyst consensus of Moderate Buy, with a price target consensus of $2.81.

    Tip Ranks·
    SG
    9A4U
    +0.36%
    Tip Ranks·
    SG
    9A4U
    +0.36%

    ESR REIT's Nine-month Distributable Income Jumps Nearly 7% Year on Year

    ESR REIT's Nine-month Distributable Income Jumps Nearly 7% Year on Year

    marketscreener·
    SG
    9A4U
    +0.36%
    marketscreener·
    SG
    9A4U
    +0.36%

    ESR-REIT gross revenue rises 22.7% to S$334.5 million for YTD 3Q2025

    ESR-REIT reported a gross revenue of S$334.5 million for YTD 3Q2025, marking a 22.7% increase year-on-year. Net property income rose 28.6% to S$247.8 million, while distributable income increased by 6.8% to S$134.6 million. The net asset value per unit was S$2.61, down from S$2.75 in December 2024. The portfolio's occupancy rate was 90.3%, with significant exposure to logistics and industrial sectors. The trust completed non-core asset divestments totaling S$16.7 million at a premium, with a positive rental reversion of 8.4%.

    Reuters·
    SG
    9A4U
    +0.36%
    Reuters·
    SG
    9A4U
    +0.36%
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