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Manulife US Real Estate Investment Trust (BTOU) Fair Value & Analysis

Real Estate · SG · Market cap $94.2M

MU Manulife US Real Estate Investment Trust BTOU · SG
Price$0.0530
Fair Value$0.0954
Upside+80.0%
Quality38/100
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Evidence: High Range $0.0784 – $0.1076

Fair value as of: Jul 4, 2026

From 15 valuation models · updated today

Share price −3.6% over the past month.

Price vs Fair Value (12 months)

$0.0870 $0.0520 Fair Value $0.0954 Jul 2025 Jul 2026

12‑month range $0.0520 – $0.0870 · fair‑value band $0.0784 – $0.1076 · the $0.0530 price screens below the $0.0954 fair value. As of Jul 4, 2026.

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Analysis

Manulife US Real Estate Investment Trust (BTOU) currently trades at $0.0530, while our model-based Fair Value estimate is $0.0954 — implying the stock looks roughly 80.0% undervalued today. We read business quality at 38/100 (below-average quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Manulife US Real Estate Investment Trust generated revenue of $114M at a net margin of -77.0%. Revenue declined 33.8% year over year. It earns a return on equity of -22.7%. Net debt stands at $517M. Fundamentals as of Jul 4, 2026

Key figures & financial health

Revenue (TTM) $114M
Revenue growth (YoY) -33.8%
Net margin -77.0%
Return on equity -22.7%
Free cash flow $7.0M FY2025
Operating margin 38.8%
More key figures
EPS (TTM) $-0.0500
EPS growth (YoY) +745%
Net debt $517M FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 4, 2026. TTM = trailing twelve months.

About the company

Manulife US Real Estate Investment Trust is the first pure-play U.S. office REIT listed in Asia. It is a Singapore-listed REIT with the investment strategy of principally investing, directly or indirectly, in income-producing real estate in the United States (U.S.) and Canada, as well as real estate-related assets. As at 31 March 2026, MUST's portfolio comprised seven freehold office properties in Arizona, California, Georgia, New Jersey, Virginia and Washington D.C., with an aggregate net lettable area of 3.5 million sq ft. Manulife US Real Estate Investment Trust was established on March 27, 2015 and incorporated in 2015 in Singapore.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Manulife US Real Estate Investment Trust reported revenue of $114M in FY2025 versus $185M in FY2021, a compound −11.4%/yr. Reported net income was −$87.7M in FY2025.

Revenue −11.4%/yr
FY21 $185M
FY22 $203M
FY23 $208M
FY24 $168M
FY25 $114M
Net income
FY21 $39.4M
FY22 −$130M
FY23 −$380M
FY24 −$178M
FY25 −$87.7M

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Similar stocks

6 more REIT - Office stocks, each showing price versus our Fair Value estimate (as of Jul 4, 2026).

Stock Price Fair Value vs Fair Value
MERLIN Properties SOCIMI, S.A MRL €15.23 €8.74 -43%
BXP, Inc BXP $64.70 $45.52 -30%
Alexandria Real Estate Equities, Inc A1RE34 R$65.59 R$10.30 -84%
Vornado Realty Trust VNORP $51.75 $47.22 -9%
Gecina GECFF $87.89 $118.75 +35%
Hudson Pacific Properties, Inc HPP $14.40 $13.33 -7%

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Frequently asked questions

Is Manulife US Real Estate Investment Trust (BTOU) undervalued?
As of Jul 4, 2026, our model estimates a fair value of $0.0954 versus a price of $0.0530 — about +80% (undervalued). Model-based estimate, not financial advice.
What is the fair value of BTOU?
Our model-based fair value for Manulife US Real Estate Investment Trust is $0.0954 (as of Jul 4, 2026), built from audited fundamentals. The current price is $0.0530.
What is the quality score of BTOU?
Manulife US Real Estate Investment Trust has a Quality Score of 38/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Manulife US Real Estate Investment Trust (BTOU)?
Manulife US Real Estate Investment Trust reported trailing-twelve-month revenue of about $114M (latest available figure, as of Jul 4, 2026).
What is the net profit margin of BTOU?
The net profit margin of Manulife US Real Estate Investment Trust is about -77.0%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.