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 ON WEAKNESS

Premier REIT in Canada. Distribution has always been troublesome. About 110% payout ratio with about 75%-80% covered by core cash flow and the rest by gains on the sale of assets. Have been very busy making acquisitions, which has all been very accretive. Would Buy around $11 and Sell at around $13.

PAST TOP PICK

(A Top Pick Dec 4/07. Down 37%.) The largest REIT in Canada and very well diversified. Unfortunately, REITs are getting tainted with the same brush as financial services. Has been oversold.

BUY ON WEAKNESS

Good-quality balance sheet and properties. This is one that he periodically adds to on the dips. Payout looks solid.

SELL

If he were going to buy any REITs, it would be Calloway (CWT.UN-T) or H&R Real Estate (HR.UN-T). Suggests that you switch to Calloway.

SELL

(Market Call Minute.) Doesn't think they will be able to grow their distributions high enough.

COMMENT

Largest real estate owner in outlet malls. A lot of staples in their property. Funding costs are getting lower. Doesn't expect distributions will grow as much as they expected. This will create some pressure on the stock.

TOP PICK

Largest REIT in Canada, and is retail based. There are concerns with their payout ratio, because they distribute gains. He feels comfortable 2008/2009 they can distribute their gains. 2010/2011 they could have 100% payout ratio just in their core distribution. Overall he feels that it is a core name and feels distribution is sustainable. Buy at $11 to $12, and sell at $15 to $16.

BUY

Shouldn't do too badly owning this one. Canada's largest publicly traded retail operator. During these tougher times, this is the type of REIT you want to go to.

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BUY

One of the highest quality shopping centre real estate investment trusts. Strong management team. Well positioned. Tremendous value.

TOP PICK

Very low debt to book value. Trading at decades low in terms of price to cash flow and other severe discount to its price to net asset value. Very stable cash flow. Well-managed.

TOP PICK

Biggest, largest most liquid REIT in Canada. Retail exposure was a good tenant base of conservative retailers. About 30% of their distribution is subsidized by gains. Moving away from this. Over 8% yield. Good management and good assets.

COMMENT

Believes the distribution coverage is good. Currently very well tenanted. Very high quality asset base with relatively modest leverage on it. Concentrated in the 5 major Canadian cities.

BUY ON WEAKNESS

One of the higher quality REITs. One of the largest retail REITs across the country. Very diversified portfolio, high quality tenants. Comfortable with their leverage ratio, strong balance sheet. Risks are mild.

BUY

(Market Call Minute.) Very well run. Just bumped up their distribution.

BUY

(Market Call Minute.) One of the best REITS there is and the yield is good and increasing.

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RioCan Real Estate Investment (REI.UN.TO)