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

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RioCan Real Estate Investment (REI.UN.TO)

22.60

+0.01 (0.04%)

as of Jun 11, 2026, 3:19:26 pm Market Open.

581 watching

Investor Insights

Jun 10, 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) receives mixed reviews from experts, highlighting various risks and opportunities in the Canadian REIT market. While some experts appreciate the decent dividend yield of around 5% and the company's high occupancy and renewal rates, others express concerns about high valuations and the potential impact of a weakening Canadian economy on retail spaces. There is a sentiment of caution towards Canadian REITs due to high payout ratios and limited financial flexibility. One expert even suggests focusing more on similar companies in the US for better growth potential. Despite these reservations, the overall outlook for RioCan remains cautiously optimistic, attributing safety to its distribution and potential growth levers.

Consensus

Cautious

Valuation

Fair Value

Similar

PLD

BUY

Historically they have made up for their 125% payout ratio through the sale of assets. They went on record that they expect to cover their distribution by the end of the year. They are one of the best teams on the street.

COMMENT

Basically big box retail centres. Great management. Retail sales have been poor and the prognosis is mediocre and they are not earning their pay out but plan to continue the payout until times get better. If you are a long-term investor, this is a good time to buy.

BUY

Sold it a month ago. He likes it but had other uses for the money. Distribution is safe, inflation would be positive for it.

PAST TOP PICK

(A Top Pick Nov 20/08. Up 59.03%.) Had a nice run up but would be more cautious about adding at these levels.

BUY

It’s a play on management. They made a jump to buying properties out of the US. So you are getting US exposure. At the end of the day, they have not cut distributions. It’s a good income trust to buy below $17.50. Sell above 20. He would prefer AX.UN-T because of the payout ratio.

HOLD

(Market Call Minute.) A little bit ahead of itself. Would buy around the $17 level. Solid management team and high-quality real estate. 7.5% yield.

BUY

Well run company. Big anchor tenants. One of the best companies in the Real Estate Sector, but they pay out more than they earn. Hopefully this will change as they expand. You have to keep an eye on this. REITs will stay after 2011 so you don’t have to worry about that.

COMMENT

Just recently sold his holdings, as it was getting a little pricey. First class company.

BUY

Might be fully valued but you are getting that yield.

COMMENT

Stocks are already beginning to price in the conversion factor on changing from trusts. There could be 30%-40% drop in payouts but as a REIT, it may not fall in this category. Commercial real estate is starting to be affected by perceived problems. (REITs are supposed to continue qualifying as Trusts so please check with your own advisor regarding this. Editor.)

COMMENT

Largest REIT and excellent operators. Growth and distributions based on very vibrant new developments but doesn't think this is part of the distribution growth right now so doesn't know how they're going to increase distributions, which are safe. Very good balance sheet. (He holds debt, not the equity.)

WAIT

Have not cut distributions – kept their word. It’s a good time to buy on a pull-back. Look for below $17

HOLD

Basically retail shopping REIT. The worries have been that if retailers start going out of business and can't pay the rent they'll be in trouble. Thinks we are through the worst of it now.

HOLD

(Market Call Minute.)

HOLD

(Market Call Minute.) Distribution is too much against their Adjusted Funds From Operations. Can't see any real growth development.

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RioCan Real Estate Investment (REI.UN.TO)