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

Last Price Recorded: $6.4400 on 2017-10-18

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Date Signal Expert Opinion Price
2011-05-30 BUY Charles Dillingham TransGlobe (TGA.UN-T) or Pure Industrial (AAR.UN-X)? Pure industrial is the only pure industrial vehicle in Canada. Industrials have been a weak sector but this company does not have the lousy stuff. Been buying at a good level. Reasonable payout ratio. You have to assume industrials are going to get better. Both are good quality at the higher end yield. You’re not wrong with either.
Price:
$4.200
Subject:
REIT's
Bias:
CAUTIOUS on REITS
Owned:
Unknown
2011-07-14 BUY Ben Cheng They continue to do good things. Internalizing management that was formerly run by another company. Have done a good job of building up the number of properties and making it a more substantial REIT. You should expect dependable, but not spectacular growth.
Price:
$4.230
Subject:
REITS/INCOME TRUSTS/HIGH YIELD BONDS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2011-10-21 COMMENT Dennis Mitchell, CFA The only pure industrial play in the country. Was down dramatically when one person sold 250,000-300,000 units. Stock is now recovered to $4. NAV is probably around $3.80.
Price:
$4.020
Subject:
REITs & REAL ESTATE STOCKS
Bias:
UNKNOWN
Owned:
Yes
2011-05-26 BUY Dennis Mitchell, CFA The only pure industrial name in Canada. Stock slipped recently when they did an equity raise at $4.10 to finance some acquisitions. Trading at a good premium to NAV and has ability to grow rapidly.
Price:
$4.110
Subject:
REIT's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2011-06-21 BUY Jeffrey F. Olin pure industrial reit Likes. They are internalizing their management, and doing so at no cost to the reit. They are focused exclusively in industrial so they are a pure play. They own.
Price:
$4.050
Subject:
REIT's
Bias:
BULL on REITs
Owned:
Yes
2011-02-04 BUY Charles Dillingham Participated in all 4 issues. Very entrepreneurial. Have done a very good job of getting quality tenants. Industrial area ahs been soft and they took advantage of that. Industrials are starting to get stronger.
Price:
$4.240
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2012-06-04 COMMENT Dennis Mitchell, CFA One of the few pure industrial plays. Would prefer it around $4.15. Probably worth about $5. He wants an 18% total return on this.
Price:
$4.420
Subject:
REIT's
Bias:
BULLISH on REITs
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
2011-01-18 BUY Jeffrey F. Olin Industrial real estate. These folks know what they are doing. This class looks to him like it is rebounding.
Price:
$4.330
Subject:
REITs & REAL ESTATE STOCKS
Bias:
OPTIMISTIC
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
2012-05-22 DON'T BUY Paul Gardner, CFA Industrial properties across Canada, but mostly out west. Made a lot of acquisitions over the last two years and it has really out performed. Multiple is a little high. Industrial is not the best in class asset. It is cyclical and there are issues with vacancies.
Price:
$4.450
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
DEFENSIVE
Owned:
Unknown
2011-08-10 COMMENT Paul Gardner, CFA Focuses on industrial property space. Very efficient at picking up good yielding properties. Have tons of capital that they can access. Bringing their external management in-house. 7.7% yield.
Price:
$3.950
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2011-09-26 BUY Jeffrey F. Olin Focus on the Canadian industrial space. Recently went through an internal management, which is good. Strong management. Properties are reasonably high quality. Decent yield.
Price:
$3.850
Subject:
REITs & REOCs
Bias:
BULLISH on REITs
Owned:
Yes
2011-10-18 COMMENT Charles Dillingham A mixed performer this year. Interesting because industrial market has been soft in a lot of parts of the country but doesn’t affect them because they have very high quality deals. Income is very safe. Would watch for signs of it flattening out because it is illiquid and it looks like someone is selling a lot of stock.
Price:
$3.850
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2013-08-27 COMMENT James Telfser

This is going to trade along with all the other REITs. The current situation is a multiple compression story. Dividend is probably safe, but he feels you should worry about further capital loss if we ever have a further rise in interest rates. He would advise that you diversify away from REITs.


Price:
$4.080
Subject:
CANADIAN EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
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