Boardwalk REIT (BEI.UN.TO) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Boardwalk REIT (BEI.UN.TO)

63.90

-0.46 (0.71%)

as of Jun 17, 2026, 8:00:00 pm Market Open.

182 watching

Investor Insights

Jun 17, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Boardwalk REIT (BEI.UN) has received positive feedback from various experts, highlighting its strategic positioning, particularly with 75% of its portfolio free from rent control which allows for greater flexibility in rental pricing. While national population growth has experienced a decline, specific areas where Boardwalk operates have seen an uptick, benefiting the company. Experts appreciate the management's approach, noting the low payout ratio which reduces the risk of dilution. With a yield of 2.4%, it may appeal to investors seeking stability. Overall, the stock is viewed as an attractive buy due to its current pricing relative to asset value, particularly in Alberta's robust economy.

Consensus

Positive

Valuation

Undervalued

Similar

CNR, CNR

TOP PICK

Announced numbers today and the market is not terribly happy with it. They are quality, so tend to be overpriced. One of the top apartment operators. Big in Montreal and in the West. Yield of about 5%. Payout ratio of about 80%. Relatively low debt.

Wealthica Track your Stocks in your Watch List

BUY

The largest apartment landlord in Canada. 53% of their rental units are in Alberta. Rent increases will amount to about $63 million. Management has begun to buy back units.

COMMENT

Residential properties with big concentrations in Edmonton and Calgary. These markets appear to be slowing in terms of rent growth. This is a call on how bullish you are on Western Canada. If you are an oil/gas and mining bull this is a good name for your portfolio. If you are cautious and concerned about a slowdown in Western Canada, you should avoid it.

COMMENT

About 53% of their apartments is in Alberta, which gave them a tremendous uplift in the last 2 years. REITs hit a brick wall in February. All the price appreciation from Alberta is now priced in. Alberta's economy could cool down because of the royalty discussions.

PAST TOP PICK

(A Top Pick June 14/06. Up 93.2%.) Sold his holdings around the $42 range. Too expensive now.

HOLD

Has had a fantastic run. A large part of their portfolio is in Calgary and Edmonton. Have a great pricing power in terms of rental rates. Expect their strong growth will continue. Fully valued at this price.

DON'T BUY

It needs the up tick in rents in Calgary and Edmonton to validate its current share price. He has sold some of his holdings.

PAST TOP PICK

(A Top Pick June 14/06. Up 77%.) Had actually bought it for a defensive position. The upswing in the Alberta economy had not been reflected in the numbers. Sold out around $42. If you own, Sell.

Wealthica Track your Stocks in your Watch List

PAST TOP PICK

Was a defensive pick. Sold in Jan, at $41. Was a great ride.

BUY

An excellent company. Has very good properties. A reasonable investment.

HOLD

Multi-residential. Focused more on lower rise properties. Heavily weighted towards western Canada. Had a fantastic run. You have to decide if the internal growth justifies getting the low free cash low yield. If you are an energy and Alberta bull, it could be a good holding.

HOLD

Multiple residential REIT. Primarily owns brick and stick construction. Has had a fantastic run. US investors seem to have found this name. Yield of about 3.2% and trades at about 24 X free cash flow. If you feel they can continue to grow at 8%, then it is a real buy, but if you feel it is too heavily weighted in western Canada, it is overpriced.

COMMENT

Has been a huge winner. Edmonton is their biggest market and are well entrenched in Calgary. He is nervous about if Alberta can keep up the pace.

WEAK BUY

A multi-residential name. Big concentrations in Edmonton, Calgary and Montreal. Great management. They raise rents by $75 every 6 months for the next couple of years. If you are an Alberta and energy bull, then these levels are justified.

COMMENT

Apartment buildings. Great defensive play on the economy if housing goes bust. 51% of its portfolio is in Alberta and as home prices have soared they have the ability to raise rents. Raised their distributions 3 times this year. Great management. Still catching up on the rent increases.

Showing 166 to 180 of 208 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

John Zechner

J. Zechner & Assoc

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Keith Richards

ValueTrend Wealth Management

Joe Terranova

Virtus Investment Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Boardwalk REIT (BEI.UN.TO)