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

TOP PICK

(A Top Pick Jun 5/06. Up 18.3%.) Has shopping centres across the country and low debt. Multiples are a little bit high. Has under performed.

HOLD

Retail, focused on unenclosed power centres. Had a healthy run based on analysts’ feelings that it was going to be taken out. Significant internal growth. Fully valued.

BUY

Always looks like it is a little bit expensive, but their history says that you should go with it. Long-term play.

DON'T BUY

Best in class. Have all the open concept shopping centres. Biggest out there, so they have economies of scale, but very hard for them to be a creative and add value. Prefers a smaller one such as Artis REIT (AX.UN-T) or First Capital Realty (FCR-T). Not particularly cheap.

BUY

Not a bad one to own. Was not affected by the income trust tax change, because it is a REIT. Primary shopping centres. Very good operator. 5.1% yield. Largely tax protected outside an RRSP.

HOLD

One of the premier REITs. They are so large, that they have pricing power and can push price increases through on their tenants. Private equity firms are buying up REITs pushing the price up and reducing the yield. Expects a 6%-8% return.

BUY

A core position flagship REIT.

TOP PICK

Has been hurting for a while. Had made an announcement they were going with a US group, but are now backing off that. Stock price dropped.

HOLD

The bellwether REIT for the entire Canadian REIT market. Retail focused. Unenclosed power centres. Recently announced a partnership, which will be their platform for growth.

BUY

Shopping mall REIT. Largest in Canada. Great management. Have increased their distributions nicely. Their problem is that they are so big it is hard for them to impact their portfolio. To overcome this they have gone into green development, i.e. go with a partner and develop malls rather than buying. Good defensive holding.

HOLD

The REIT sector will not be affected by the government ruling on trusts. Once there is a clearer view on where the government is going, you'll have an indication as to whether to buy or not.

HOLD

Retail focused. Trading at 19 X free cash flow. A very stable name. Fully priced.

HOLD

One of the pre-eminent shopping centre REITs. On a global basis Canadian REITs are relatively cheap, but the yield is relative low,

DON'T BUY

REITs was the one sector not affected by the income trust taxation ruling and a lot of money moved in to this area. The yield is just over 5% now. Not much better than a long bond.

BUY

The largest community shopping centre operator in Canada. Doesn't feel it will be impacted by the proposed legislation.

Showing 436 to 450 of 570 entries

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RioCan Real Estate Investment (REI.UN.TO)