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

RioCan Real Estate Investment (REI.UN.TO)

20.66

-0.07 (0.34%)

as of Oct 1, 2026, 8:00:00 pm Market Open.

584 watching

BUY

Is the largest retail strip mall REIT. Can’t grow more in Canada so are growing into the US. They will probably add value because you avoided the wipe-out over the last 3 years. Thinks it could go as high as 25% US. He owns the debt.

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.

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.

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RioCan Real Estate Investment (REI.UN.TO)