TSE:HR.UN

H&R Real Estate Inv Trust (HR.UN.TO)

11.20
+0.05 (0.45%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
408 watching
0
Investor Insights
star iconJul 4, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

H&R Real Estate Investment Trust (HR.UN-T) is viewed as a classic value stock, especially after its recent strategic planning which did not lead to an expected sale, but rather focused on optimizing its portfolio. The trust aims to divest non-core assets and concentrate on multi-family properties in the United States and industrial real estate in Canada. This realignment comes at a time when the U.S. Sun Belt market is facing increased pressures from new supply, yet the company offers an attractive yield for investors willing to wait for potential value-maximizing transactions. Additionally, there are rumors of hostile takeover interest, particularly due to the REIT's diverse holdings that include less favored office properties; thus, existing shareholders are advised to hold and see if a better bid materializes in light of the interest from multiple parties. Overall, while there are challenges ahead, the plan appears solid and execution will be key.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
review icon
Similar
AX.UN
BUY
Interest rate environment is stable with 5 year government bond down and the spread between this and REIT's is more reasonable. Favourite REIT's are H & R and Riocan. Very solid with big portfolios, large market caps with a lot of liquidity.
HOLD
Very expensive. Has had a huge move. Trading at over 20% premium to its net asset value. 7% yield. Do some profit taking. Can repurchase at a cheaper price down the road.
HOLD
Has to be one of the best REIT's. Very solid long term player. Have less than 8% of their portfolio rolling over. Expensive. Good long term hold.
BUY
A conservative trust, so more interest sensitive. Was recommended, but came off due to valuation.
BUY
Good conservative management. 7/8% yield.
DON'T BUY
A very solid REIT. A "Best in the Class". Trading at a significant premium to its underlying value.
TRADE
Rich. Has very good long term contracts.
BUY
A good REIT.
BUY
Off 20%.
BUY
Buying for new clients.
BUY
Likes.
BUY
One of the most stable income's in REITs. Have very long-term leases. Have an increase in their cash flow every year. Doesn't expect an increase in distributions.
PAST TOP PICK
Was a past top pick and still likes it.
PAST TOP PICK
(Was a top pick on Apr 2/03. Up 8%.) Still likes. Good management team.
BUY
Has a good policy in locking in spreads.
Showing 481 to 495 of 507 entries