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Pure Industrial Real Estatetrust Trust Stock Symbol: AAR.UN-T

Last Price Recorded: $6.4400 on 2017-10-17

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Date Signal Expert Opinion Price
2014-08-07 WEAK BUY Jerome Hass

They have changed their strategy over the last couple of years.  Now they are making large acquisitions of portfolios and you get the good, the bad and the ugly.


Price:
$4.630
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-07-15 TOP PICK Derek Warren

Industrial.  Mostly Ontario and Alberta properties with a cap rate of 6.75.  The stock is very inexpensive.  Their properties have a courier that handles all the Amazon shipments.


Price:
$4.630
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2014-07-09 TOP PICK Michael Missaghie

Largest industrial REIT in Canada.  Assets across the country.  Recently purchased a portfolio in the US that is leased to FedEx.  He has a strong confidence in management.  They will grow free cash flow per share.  Trading at a 3-4% discount to NAV.


Price:
$4.620
Subject:
REIT's
Bias:
CAUTIOUS
Owned:
Yes
2014-09-05 TOP PICK Derek Warren

It just looks even cheaper now as the fundamentals look very strong.  FedEx centers across the US.  Does not think there is a lot of risk of diluting through share issue.


Price:
$4.600
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2013-11-13 TOP PICK Derek Warren

Right now, this is value. He is seeing great opportunities in the industrial space. On leasing, rental increases are not quite there but there are signs of firming. Much of the Canadian industrial markets of their tenants are selling products into the US. As the US sees strength coming in, the Canadians benefit. This one has the highest quality portfolio of industrials that is available in the public markets. Yield of 7.04%.


Price:
$4.520
Subject:
REIT's
Bias:
BULLISH
Owned:
Yes
2014-02-26 TOP PICK Derek Warren

A Core position for him.  Very excited about the industrial market here in Canada.  These are the first businesses that will benefit.  Pure play connected to economic growth with very safe yield of 7% and a couple of percent in growth going forward.


Price:
$4.730
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2013-12-17 TOP PICK Derek Warren

A value play and an income play.  The biggest spread between real property and REITs.  7.09% yield.  Up 1% since last year. 


Price:
$4.440
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-11-17 TOP PICK Derek Warren

A very high quality income. You are getting a good yield of 6.13%. They have US assets, so you are getting some US exposure. High quality industrial assets will continue to benefit from our US partners. Also, they have a lot of logistics type of tenants, such as FedEx. (Analysts’ price target is $5.91.)


Price:
$5.090
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2010-07-15 TOP PICK Dennis Mitchell, CFA Occupancy has slipped from 100% to 99.8%. Didn't cut distributions during the downturn. Payout ratio of about 95%. 8.6% yield. Looking for over 20% return.
Price:
$3.590
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2013-04-23 TOP PICK Jerome Hass

A very stable business. Holds a variety of properties that are very light industrial or warehouses. Has very long-term leases with the average being 9 years. There tends to be a lot of single tenant occupancies. Yield of 6.16%.


Price:
$5.120
Subject:
CANADIAN MID - LARGE CAP
Bias:
SELECTIVE
Owned:
Yes
2014-01-17 TOP PICK Derek Warren

This is an income play. He is a big fan of the industrial market right now. Has seen a very large trend going on. Basically the Canadian industrial market is linked most directly to the US economy. US economy is improving at the same time that our dollar is weakening. So you have enough strength for the oil markets in Western Canada. Yet the weaker Cdn$ is actually helping bring back manufacturing into Ontario and Québec. This gives the opportunity for rent growth.


Price:
$4.490
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2010-11-17 TOP PICK Dennis Mitchell, CFA 100% occupancy. Industrial properties, national footprint. Long term leases. Next year you get the benefit of contractual lease increases. Big chunk of debt comes up for renewal next year and they should be able to save a good 150 basis points on that debt cost. Good cash flow drivers going forward.
Price:
$3.650
Subject:
REIT's
Bias:
CAUTIOUS
Owned:
Yes
2014-06-13 TOP PICK Derek Warren

Portfolio is of higher quality, very good lease terms and very good relationships. Yield is a little bit low, but don’t be fooled by that. It’s lower because it is a stronger company, and has been priced better. With the little bit of recent price weakness it is an interesting opportunity. 6.7% yield.


Price:
$4.700
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-12-18 TOP PICK Derek Warren

You are getting a 7.34% yield to be buying a very stable portfolio of industrial properties. It has some Alberta exposure, but the vast majority of properties are in Ontario. A neat angle is that they are doing the developments for many FedEx hubs. If you are concerned about e-commerce and its effect on the retail market, this is a way to get around it. A very cheap stock.


Price:
$4.320
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2010-12-10 STRONG BUY Charles Dillingham Industrial properties and industrial is one of the best areas to be in right now. Very good management. 7.4% yield is safe.
Price:
$4.130
Subject:
REIT's
Bias:
CAUTIOUS
Owned:
Yes
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