Axis-REIT’s largest acquisition a boon to earnings

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Following the acquisition deal of a logistics warehouse under a 10-year sublease agreement for RM390mil.

The research houses said the latest green building acquisition would contribute actively to the company’s property income and financial year earnings while enlarging its asset portfolio.

The research house estimated the net property income at RM22.9mil per annum for the acquisition and there is growth via a ramp-up in asset acquisition in FY22. The research house retained its “add” call with a target price of RM2.34 per share while noting the downside risk to be the negative rental reversions for the renewal of expiring leases in FY22.

The research house said the acquisition price of RM339 per sq ft is reasonable due to its strategic location. “Assuming a 95% net property margin, we have derived net property yields of 6.3% to 6.8%, based on lease term of 10 years. These are higher than our estimated weighted average cost of capital of 5.3% ,” it said in a research report.

 

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Axis-REIT makes largest acquisition to date in RM390m PTP warehouse deal | Malay MailKUALA LUMPUR, April 11 (Bernama) -- Axis Real Estate Investment Trust’s (Axis-REIT) trustee, RHB Trustees Bhd, has entered into a sale and purchase agreement to acquire a 1.55 million square feet logistics warehouse facility in Port of Tanjung Pelepas (PTP), Johor,  from Equalbase PTP Sdn...
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