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

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Daily Stock Opinions and Ratings

Boardwalk REIT (BEI.UN.TO)

64.00

-0.90 (1.39%)

as of Aug 26, 2026, 8:00:00 pm Market Open.

181 watching

Investor Insights

Aug 26, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Boardwalk REIT (BEI.UN) has garnered attention from multiple experts, highlighting its resilience and strategic positioning within the real estate market. Approximately 75% of its portfolio is insulated from rent control, which could provide stability in uncertain economic conditions. Although national population growth has slowed, Boardwalk REIT has managed to thrive in its operational spaces, especially in Alberta, noted for its affordability. Experts like the company's management and appreciate the low payout ratio, which reduces the risk of dilution. Current pricing presents an attractive buying opportunity for investors, with a yield of 2.4%, appealing especially to those seeking moderate returns in a stable market.

Consensus

Positive

Valuation

Fair Value

Similar

CNR, CNR

BUY

Very good management. Has taken some profit each time it has moved up, which turned out to be a mistake.

STRONG BUY

Focused on multi-family rental apartment market. Own 34,000 units, half of which are located in Alberta. Continues to be a growth story with strong earnings in coming months.

HOLD

A multi-residential REIT. Heavy concentration in Edmonton, Calgary and western Canada. Being driven by the heavy commodity boom in western Canada. Fairly priced.

PAST TOP PICK

(A Top Pick July 7/06. Up 32.6%.) Specializes in apartment buildings, primarily focused in Edmonton and Calgary. Great managers. Rents are increasing. Still likes it. Fairly priced. Continue to hold if you own.

BUY ON WEAKNESS

Rental properties across Canada. A nice portion of their business and cash flow comes from Alberta. Easy money has been made. Wait for a pullback and buy it closer to $30.

BUY

Not a big fan of REITs. Properties are primarily in Alberta. Have continually increased their guidance. If there is a growth REIT, this is probably one of the better ones.

BUY

Focuses on apartments in Edmonton in Calgary. 51% of their portfolio is in Alberta. Because of the booming economy, you are getting increased rental pricing.

SELL

Has now gotten to the point where the yield is under 5%. His question is, is that sufficient for the equity risk you are taking. If he did own, he would certainly consider taking some profits.

TOP PICK

A defensive and contrarian play. Focused on apartment rentals. One of the best performing REITs last year. 53% of their income is from Alberta. With the hot economy and booming immigration in Alberta, there will be a strong demand for rentals.

TOP PICK

Pays just under 5%. A little more defensive on the REIT side because they basically own apartment buildings. A lot of vacancies in Toronto, but 51% of their portfolio is in Alberta. Recently raised their guidance on their revenues.

PAST TOP PICK

(A Top Pick Nov 25/05. Up 23% plus distribution.) Still likes.

TOP PICK

Yield of about 5.25%. Vacancy rates throughout the country are at their cyclical highs. Most of the apartment buildings are in Edmonton and Calgary so you are leveraging off the Alberta economy. Home ownership is being very expensive which is good for rental properties. 25% of the company is owned by management.

SELL

Essentially acts as a source of capital for companies they own so can't see a lot of synergies. Also can't see any succession plan in the individual companies.

HOLD

In the apartment rental business. Excellent management. Very disciplined. Fairly valued at this point. It will do well over the next year, but you won't get a large capital appreciation.

TOP PICK

Owns more than 32000 rental apartments. The largest rental apartment landlord in Canada. Half of their portfolio is in Alberta, 20% in Quebec. Trading at net asset value.

Showing 181 to 195 of 208 entries

Most Recent Experts

Javed Mirza

Raymond James

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Karen Firestone, CEO, Aureus Asset Management

Aureus Asset Management

Joe Terranova

Virtus Investment Partners

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

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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)