RioCan Real Estate Investment (REI.UN.TO)…

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RioCan Real Estate Investment (REI.UN.TO)

20.83

-0.03 (0.14%)

as of Sep 8, 2026, 8:00:00 pm Market Open.

584 watching

Investor Insights

Sep 8, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

RioCan Real Estate Investment (REI.UN-T) has garnered mixed reviews from experts regarding its performance and potential. While some acknowledge the stability provided by its 5% dividend yield, there are concerns about the overall valuation and the economic climate in Canada, especially in the retail sector. The Canadian economy shows signs of softness, with a negative GDP number in Q2 and increasing consumer distress. Despite its flat performance over five years, RioCan maintains high occupancy rates and has a manageable payout ratio of 60%. Overall, while its distribution is perceived as safe, experts recommend cautious consideration and further research given the financial flexibility issues often associated with Canadian REITs.

Consensus

Cautious

Valuation

Fair Value

Similar

PLD

BUY

Just reported a great quarter to finish off a spectacular year. The one blemish on this company is there their payout ratio is above 100 but have made steady progress on this by making accretive acquisitions on their internal growth. Expect it to be below 100 by the end of the year.

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COMMENT

Valuation is high. Trading at a pretty nice premium to the group. Great long-term investment though.

TOP PICK

Best in class, record of increasing payout. Bring outlet malls to Canada. Lots of opportunities in the US. American retailers are discovering retailers. Target will be very beneficial to Reocan. Very attractive distribution.

HOLD

Looks expensive at 20X multiple and their yield is still in the 5.5% range but have a very conservative portfolio of good quality shopping centers across Canada. The US holdings seem to be working. One of the best.

PAST TOP PICK

(A Top Pick Jan 25/11. Up 19.78%.) Reits make up about 20% of his Income portfolio. On average they are 99% occupied. For the shopping center REITs, it's going to be a good year because you have a few US retailers coming to Canada. There will be some pricing power and rents will go up.

BUY

Does not own a lot of it. It carries a premium. Terrific manager. Very sold value sop you can’t go wrong. Tends to own a few others, though.

COMMENT

Investing in their debt? Largest Canadian REIT and is focused on shopping centers. People are looking for yield and safety of principal and you get it with this company. If you are looking for a reliable, safe, predictable income stream where you can sleep at night, this is a good call.

HOLD

It is not cheap. Closed two acquisitions this week. Largest REIT in Canada. He would not be adding aggressively at this level but is a core position in his portfolio.

COMMENT

Has been a great growth story. Expanding more into the US now, probably because they're such a dominant player in Canada. Be aware that REITs are very interest rate sensitive.

DON'T BUY

One of the biggest retail REITs. Considered to be pretty expensive. Pretty low yield. Seems to have expanded into the US successfully. This is one of the names that Americans Buy first. Would Buy something else.

BUY

High quality REIT, around for a long time. Yield not one of the highest. Well run company. She likes it and was looking at REIT sector again.

COMMENT

4th largest commercial REIT in North America. Have increasingly grown their foot print in the US. Strong management. Trades at a premium. Big beneficiary of Target (TGT-N) coming into Canada.

HOLD

Sitting around 20X earnings. Very good name. If the Americans come in, this is one of the big names they buy. Very liquid.

BUY

A good name. Well managed.

BUY

Pretty good upside left. Retail locations. National tenants. Very good management team. Likes retain sector. Economy here is doing relatively well. Easiest to reach consumers in Canada with majority in 6 largest centers. They can increase cash flow over the next 5-10 years.

Showing 286 to 300 of 570 entries

Most Recent Experts

Eric Nuttall

Ninepoint Partners

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Kevin Simpson

Capital Wealth Planning

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

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RioCan Real Estate Investment (REI.UN.TO)