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$Mapletree Ind Tr (ME8U.SG)$ Which is better up side MapleTr...

Which is better up side MapleTree Logistic or Mapletree Industry? Anyone? Tks for the help & advices.
What are their differences? tks again.
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  • R and R : MINT of course. I own both MINT and MLT. MINT don't have exposure to china property, unlike MLT. MINT loan cost is higher because almost 90% of its loan is in USD and SGD so it will benefit more from rate cut. MLT loan cost is already low at 2.7% because more than 40% loans are low interest JPY and RMB denominated loan.

  • 1M65 : mint. dc are valuable and further huge upside of course. of course as long as their tenant pays up then it's fine (unlike keppel REIT).

  • 1M65 : logistics maybe a laggards. need to be patient for a turnaround. I'll prefer mpact though if u compare logistics and mpact. as long as you get in at a good price then it's fine

  • im hot : mint. data centres will be in great demand due to ai