TSE:CRT.UN
CT Real Estate Investment (CRT.UN.TO)
Financials 
Technical Analysis 
Aug 5, 2026, 12:00 amThis summary was created by AI, based on 3 opinions in the last 12 months.
CT Real Estate Investment Trust (symbol CRT.UN-T) receives a generally positive assessment from experts, who regard it as a stable investment primarily benefiting from its strong ties with Canadian Tire, which accounts for 92% of its rent. While the growth rates are relatively low, expectations remain steady with projections around 2% topline growth translating to approximately 3% on the bottom line. Analysts appreciate management and note the safety of the distribution yield, which is just under 6%. Furthermore, current technical indicators suggest a bullish trend with a series of higher highs and lows, aligning well with defensive investment strategies in a potentially volatile market. Overall, the consensus is that CT offers capital protection akin to bonds while providing a reliable dividend income.
He is leaning a bit defensive here. Great real estate team. This is a core name with him. There are opportunities for growth. It is a good, stable portfolio. You get the income, but not the volatility. They might add more retail to their properties.
Derek WarrenCanadian Tire. Predominantly leased by Canadian Tire. Continues to be held 80% by Canadian Tire Corp. A sustainable distribution ratio of about 90%. If you look at single tenant REITs, the growth is not as good as a more diversified REIT. They should get 3% AFFO growth. If they developed on their redevelopment acquisitions it could be more. Lease terms are 8-9 years so there is not a lot of risk to their cash flows. But after that things could change.
Has some good potential. A little expensive at the $11 range, but on any pullbacks, he would Buy. 5.86% dividend yield.
Derek WarrenHe is a big fan of the real estate. Took a big position. It is a one client operation - Canadian Tire. Now they are looking at neighbouring properties with shops that are where they are because Canadian Tire is next door and people go there.
Derek WarrenHe would be careful about these types of REITs in that you are dealing with almost non-arms length negotiations between the REIT and the rent it gets from the tenants. The company is going to maximize the benefits of that to their advantage. He would also be concerned if rates begin to rise as REITs are always somewhat interest sensitive.
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Great company. Stock has done very, very well. They own Canadian Tire properties across Canada. Have shown above average growth. This has been one of the top performers in Canada. Has been trimming his holdings as it has become too expensive. He would buy this on a pullback.