TSE:ERE.UN

European Residential REIT (ERE.UN.TO)

1.19
+0.01 (0.85%)
as of May 4, 2026, 7:59:54 pm Market Open.
96 watching
0
TOP PICK
Netherlands is the most densely populated company in Europe. Externally managed by CAP REIT, and they've done a great job. Has seen very nice rent growth. Trades at a wide discount to NAV. Yield is 3.71%. (Analysts’ price target is $5.09)
PAST TOP PICK
(A Top Pick Oct 31/19, Down 9%) Disappointing. Buying on weakness. Only publicly traded Canadian REIT with European residential assets. Rent collections strong, unaffected by pandemic. 20% discount to NAV. Yield is 3%.
PAST TOP PICK
(A Top Pick Jun 25/20, Up 3%) Still likes it. Focused in Holland, which has a housing shortage and the third-densest country in Europe, and ERE can get 4% rent growth there that it can't in North America. It trades at a discount to NAV. Very defensive.
TOP PICK
In a week or so it will graduate to the TSX. This is a great company, focused on apartments in the Netherlands, a country with a severe housing shortage. There is no competition. There is a rent control system like ours, in the Netherlands, but they get very attractive rent increases. There is a very attractive, internal growth and first mover advantage. (Analysts’ price target is $4.89)
BUY
He thinks highly of management. The Netherlands is a very dense residential market and is a highly regulated industry. It is trading at a 15-20% discount to NAV.
BUY
He thinks it is a really great company. They have experience in rent controlled environments. He thinks it will be a very strong stock.
BUY
Knows this well--he toured their properties recently. They focus on Dutch apartments, the third-densest country in the world. This is a core holding. There was a recent equity issue (he bought). You will hear big things about this REIT.
COMMENT
Down 4% today. He doesn't know this very well. Overall, apartments have been doing well in Europe. ERE issued securities today, and that always pushes a stock/REIT down 2-3% which explains today's drop.
BUY
A way to invest in Europe, though it's a Canadian REIT. Buy this.
HOLD
He's looking at it. Has a $5 target. He likes it for giving cash flow outside Canada, a hedge for the CAD. In this sector, there was rapid growth but now consolidation.
BUY
He likes it. It is sponsored by CAP REIT. They are transferring that kind of management to the Netherlands. It is also a very regulated market. Their market is one of the most densely populated countries globally. There is no new supply in the market. They turn regulated apartments into unregulated apartments. It is a high margin business.
TOP PICK
In the Netherlands, where there's a shortage of housing. Secure growth profile. Attractive valuation. Extremely attractive opportunity. Yield is 3.19%. (Analysts’ price target is $5.10)
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