Killam Properties Inc (KMP.UN.TO) Buy, Sell…

Killam Properties Inc (KMP.UN.TO)

18.93

-0.03 (0.16%)

as of Jun 10, 2026, 8:00:00 pm Market Open.

155 watching

BUY

Did a swap with Canadian Apartment Properties (CAR.UN-T) selling them a manufactured housing community for a 25% interest in an apartment building in Toronto. There was a little bit of dilution in the transaction so they have the cash on the balance sheet. Good quality name that he feels is worth about $13.50.

PAST TOP PICK

(Top Pick Apr 20/11, Up 32.52% Total Return) On the cusp of becoming a core holding. Wants to see their ability to manage Ontario apartments. Estimates are as inaccurate as they get right now because we are on the cusp of earnings season.

BUY ON WEAKNESS

Trades at a very high valuation but they do have a higher compound growth rate. Positioned mainly out east which is where the new Irving contract is coming on. Likes the name a lot, but would try to buy on a pull back.

BUY

Have done incredibly well. Mostly own apartments in the East. Will benefit greatly by the new ship building contract in Nova Scotia. If interest rates go up, the 1st proxy of an interest rate exposure stock is REITs and real estate companies. Apartment buildings are very defensive and he likes them.

HOLD

(Market Call Minute.) Have ship building and everything else but it might be a bit rich for a Buy.

PAST TOP PICK

(Top Pick Feb 23/11, Up 25.95%) Likes the space. Shipping contract that Irving got out of the gov’t will cause a lot of migration out east into their properties.

BUY

Really likes it. Has a dominant market share in eastern Canada. Ship building contract. A non-rent controlled market. Manufactured housing is not CMHC eligible yet but it is just a matter of time. Lots of room for dividend growth.

PAST TOP PICK

(A Top Pick Apr 20/11. Up 17.41%.) Have done everything expected. Acquired more apartment buildings accretively and more development sites for their manufactured housing communities.

PAST TOP PICK

(Top Pick Nov. 17/10, Up 15.41% Total Return) Has done everything he expected. Surprise was the number of apartments in Ontario. On the cusp of calling it a core holding.

PAST TOP PICK

(Top Pick Sep 1/10, Up 16.93%) A theme4 from a year ago. Great defensive. Stability and as rates get lower they funding gets cheaper. Doesn’t know when he will transition out of it.

BUY

Trading at a discount to NAV, which he feels is north of $11. This is one you can see sleep at night with.

PAST TOP PICK

(A Top Pick Sept 1/10. Up 19.72%.)

PAST TOP PICK

(A Top Pick Sept 1/10. Up 21.43%.)

BUY

Always liked this name. Apartments in the Maritimes and now coming into Ontario. Also manufacturing homes. Use oil for heating so costs have gone up with the price of oil. Have a very good portfolio. 5% yield.

PAST TOP PICK

(A Top Pick Sept 1/10. Up 13.15%.) A safe way to play real estate. Occupancy levels are pretty high.

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Killam Properties Inc (KMP.UN.TO)