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Should You Buy Into Centuria Industrial Reit’s (ASX:CIP) Capital Raising?

Centuria Industrial Reit (ASX:CIP) is the latest real estate investment trust (REIT) to launch a capital raising. 

Centuria Industrial Reit (ASX: CIP) is the latest real estate investment trust (REIT) to launch a capital raising.

Centuria Industrial Reit describes itself as the largest ASX-listed income-focused industrial investment vehicle. It owns 45 industrial assets in metropolitan locations throughout Australia with a value of around $1.3 billion.

Centuria Industrial Reit’s Capital Raising

The property business is looking to raise $70 million in an underwritten raising from institutional investors at $3.05 per share. This price is a 3% discount to the distribution-adjusted last closing price on 26 June 2019.

Regular/retail investors will then be asked for a total of up to $15,000 each.

Centuria Industrial Reit is on course to buy three properties, one in Victoria and two in Queensland for a combined price of $59.3 million with (excluding the Hemmant property, which is vacant) an initial yield of 7.8% and a weighted average lease expiry of 3.9 years.

It also said that nine of its properties have been revalued with a valuation increase of $24.1 million, or 8.5%.

The business said it will report on a funds from operations (FFO) basis with its distribution policy on a 90% to 100% of FFO.

Centuria Industrial Reit has provided guidance of a FY19 FFO per unit of 19.3 cents and FY19 distribution per unit of 18.4 cents. It also provided guidance of FY20 FFO growth of 2% to 3%.

With so many REITs raising capital at the same time, the industry may be too hot to buy into at the moment.

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