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

PAST TOP PICK

(A Top Pick Aug 9/10. Up 26.85%.)

PAST TOP PICK

(A Top Pick Sept 2/10. Up 26.16%.) Strip shopping malls. Able to make cheap acquisitions in the US now. Good management.

HOLD

Moved into the states. Not much room for growth in Canada. It’s expensive, but a very good name. Don’t sell because it is a bad entity. All the other ones are a bit cheaper.

BUY

One of Canada’s largest retail mall operator. The industry has literally plummeted off the table in the US and they are buying property there at bargain basement prices. Good balance sheet.

COMMENT

One of best managed REITs and heavily into the commercial area. Stock has had a nice run, but from his point of view it is at the high end of his Fair Market Value range. Doesn't see a lot of upside for this.

STRONG BUY

Outstanding. Big winner from the Target stores coming to Canada. Not necessarily their top pick, but a good pick. Have been opportunistic in the states, and will continue to be.

COMMENT

Calloway (CWT.UN-T) or RioCan (REI.UN-T) regarding risk? Right now it would probably be Calloway. RioCan has moved up a lot and has gone into the US. Calloway has room for growth, it’s all in Canada and its multiple is lower.

BUY ON WEAKNESS

Largest REIT in Canada. Target just announced that they will be taking around 18 or 19 of their Zellers stores. Good balance sheet and lots of cash. US expansion strategy is working out very well for them. Will probably buy Cedar, a retail REIT in the US. Try to get in the $24’s.

TOP PICK

RioCan is a bond that is a great way to get exposure to the real estate market in Canada.

HOLD

One of the biggest real estate REITs in the country. Very strong franchise in the big-box stand alone REITs. High quality company. US retail companies coming into Canada is positive for REITS as there is not a lot of unspoken for space. She has been paring a little of her REIT exposure.

BUY

Over 99% occupancy, which gives them pricing power and the ability to raise rents over time. They’ll continue to grow their square footage. Likely to win some of Target’s (TGT-N) business as they want to expand. Almost 6% yield.

DON'T BUY

#1 retail operator in regards to lending to retailers. Getting the benefit of large retailers moving up from the US. Expanding into the US in order to get the payout under 100%. Still trades at about a 37% premium to NAV and 15%-16% to AFFO. He prefers owning their debt.

DON'T BUY

Excellent managers. Expanding into the US. Good occupancy levels. Expensive at 16X price to AFFL and 25%-30% above NAV. Better value elsewhere. (He owns debt.)

COMMENT

Had a lot of criticism for a long time because they kept their payout ratio too high. Payout ratio is still a little too high but they are very innovative. Moved in the US. Recently joined up with the Tanger REIT, which is very good. Not likely to move up from here. OK for a long-term position.

BUY

Skillful management. Starting to go into the US and also there are some big box US chains starting to come to Canada. Can see another leg up in a growing economy.

Showing 301 to 315 of 570 entries

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RioCan Real Estate Investment (REI.UN.TO)