Reviewing Frasers Logistics & Commercial Trust (OTCMKTS:FRLOF) & Industrial Logistics Properties Trust (NASDAQ:ILPT)

Industrial Logistics Properties Trust (NASDAQ:ILPT) and Frasers Logistics & Commercial Trust (OTCMKTS:FRLOF) are both real estate companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, valuation, analyst recommendations, risk, institutional ownership and dividends.

Insider and Institutional Ownership

49.1% of Industrial Logistics Properties Trust shares are owned by institutional investors. 2.3% of Industrial Logistics Properties Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Valuation and Earnings

This table compares Industrial Logistics Properties Trust and Frasers Logistics & Commercial Trust”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Industrial Logistics Properties Trust	$455.39 million	1.24	-$66.19 million	($0.72)	-11.71
Frasers Logistics & Commercial Trust	N/A	N/A	N/A	N/A	N/A

Frasers Logistics & Commercial Trust has lower revenue, but higher earnings than Industrial Logistics Properties Trust.

Analyst Ratings

This is a summary of recent ratings and price targets for Industrial Logistics Properties Trust and Frasers Logistics & Commercial Trust, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Industrial Logistics Properties Trust	1	1	1	0	2.00
Frasers Logistics & Commercial Trust	0	0	0	0	0.00

Industrial Logistics Properties Trust currently has a consensus target price of $11.50, indicating a potential upside of 36.42%. Given Industrial Logistics Properties Trust’s stronger consensus rating and higher probable upside, equities research analysts plainly believe Industrial Logistics Properties Trust is more favorable than Frasers Logistics & Commercial Trust.

Profitability

This table compares Industrial Logistics Properties Trust and Frasers Logistics & Commercial Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Industrial Logistics Properties Trust	-10.37%	-5.34%	-0.91%
Frasers Logistics & Commercial Trust	N/A	N/A	N/A

Summary

Industrial Logistics Properties Trust beats Frasers Logistics & Commercial Trust on 6 of the 9 factors compared between the two stocks.

About Industrial Logistics Properties Trust

Industrial Logistics Properties Trust (Nasdaq: ILPT) is a real estate investment trust, or REIT, focused on owning and leasing high quality distribution and logistics properties. As of December 31, 2023, ILPT's portfolio consisted of 411 properties containing approximately 60 million rentable square feet located in 39 states. Approximately 77% of ILPT's annualized rental revenues as of December 31, 2023 are derived from investment grade tenants, tenants that are subsidiaries of investment grade rated entities or Hawaii land leases. ILPT is managed by The RMR Group (Nasdaq: RMR), a leading U.S. alternative asset management company with over $41 billion in assets under management as of December 31, 2023 and more than 35 years of institutional experience in buying, selling, financing and operating commercial real estate. ILPT is headquartered in Newton, MA.

About Frasers Logistics & Commercial Trust

Frasers Logistics & Commercial Trust ("FLCT") is a Singapore-listed real estate investment trust with a portfolio comprising 107 industrial and commercial properties, worth approximately S$6.4 billion, diversified across five major developed markets – Australia, Germany, Singapore, the United Kingdom and the Netherlands. FLCT was listed on the Mainboard of Singapore Exchange Securities Trading Limited ("SGX-ST") on 20 June 2016 as Frasers Logistics & Industrial Trust and was subsequently renamed Frasers Logistics & Commercial Trust on 29 April 2020 following the completion of a merger with Frasers Commercial Trust. FLCT's investment strategy is to invest globally in a diversified portfolio of income-producing properties used predominantly for logistics or industrial purposes located globally, or commercial purposes (comprising primarily CBD office space) or business park purposes (comprising primarily non-CBD office space and/or research and development space) located in the Asia-Pacific region or in Europe (including the United Kingdom). FLCT is sponsored by Frasers Property Limited. FLCT is a constituent of the FTSE EPRA Nareit Global Real Estate Index Series (Global Developed Index), Straits Times Index and Global Property Research (GPR) 250.