(From Article)
Sabana REIT offers the highest yield among industrial S-REITs.
Can the REIT sustain its high yield?
44.7% of leases are expiring this year.
Optimistic view: Management is actually actively negotiating lease renewals and they are on track to raise rental rates.
All is well.
But if the progress is truly well, why don't they share the news with the unit-holders?
Pessimistic view: Nobody wants to renew leases with Sabana REIT and DPU crashes drastically.
This might send a negative ripple to the other industrial REITs.
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