Analysis: ESR-REIT stands apart from industrial peers with organic growth potential


Warburg Pincus-linked ESR-REIT has been trading at notable premiums below its net asset value per unit (NAVPU) for several quarters now, amid lingering concerns over a glut in industrial space supplies.

We scan the horizon, examine ESR-REIT’s portfolio fundamentals, and highlight three potential indicators of the REIT’s performance in the quarters ahead.

2 Jan (SGD) 15 Aug (SGD) YTD (%) Unit NAV (SGD) Discount to NAV
ESR-REIT 0.56 0.52 -7.14 0.582 10.7%

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