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

DON'T BUY

One weakness is the payout ratio. Swear they will never cut the distribution. His guess is that they probably wont. They’ve under performed this year. Good centers, good managers. Callaway is a better choice in the same market. He trades in and out of it.

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BUY

In retail and are very good at everything they do. Payout ratio significantly exceeds what they are earning. It is almost certain they will keep their distributions at the current level.

PAST TOP PICK

(A Top Pick May 28/09. Up 41%.) Has a nice yield.

BUY

One of the closest proxies we have two the US real estate index. Have always had a very high payout ratio. Good management. Retail spending is increasing. Would like to see it at $18.

TOP PICK

Biggest REIT and will mitigate any near-term risks. Had a great run and has levelled off. Near-term it might have another $2 but he really likes 7% distribution and the diversity of their holdings.

BUY

Good for a long investment horizon.

BUY

Great management. Expect REITs will retain some popularity, even as interest rates rise. Expect interest rates to rise gradually. Also, unlike a bond, REITs offer some growth possibility.

WAIT

(A Top Pick Apr 29/09. Up 38.32%.) H & R Real Estate (HR.UN-T) or RioCan (REI.UN-T)? H & R has done very well while RioCan has under performed. Because H & R had to cut distributions (now 4.2% ) because of debt, they will likely raise distributions. In very good shape. RioCan overpays on distributions so are under a bit of a cloud. Both are okay and you are not wrong either way. Would wait for numbers to be reported.

HOLD

Has had a good run up but it has a nice yield on it. Their move into the US is a small one but think they have researched it enough. Not earning enough to pay distributions but good management.

PAST TOP PICK

(A Top Pick Apr 29/09. Up 33.6% excluding yield.) Has been criticized a lot on their payout ratio, which they never seem to quite do. And under performer to its peers.

TOP PICK

Payout ratio soared in Q4 and they have to do a lot of acquisitions to back fill their distributions.

COMMENT

Believes that it will be allowed to have a percentage of its assets outside Canada and still be allowed.

DON'T BUY

There is a worry about commercial property in general. The REITs in general had a fantastic move off the bottom, so there is not much room for growth here.

BUY

Largest shopping center owner in Canada. Have been affected by retail centers. Distribution is not in doubt. Great thing to own in a riff.

DON'T BUY

Largest real estate company in the space. They are now going into the US, which he has a problem with. You have to make sure their execution is perfect. They are still over distributing (~110%). They are vulnerable. They probably wont cut the distribution, but they wont grow it.

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RioCan Real Estate Investment (REI.UN.TO)