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

Home

Daily Stock Opinions and Ratings

RioCan Real Estate Investment (REI.UN.TO)

22.59

-0.18 (0.79%)

as of Jun 10, 2026, 8:00:00 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

HOLD

Continues to see the REIT sector is a good growth area. This one represents stable growth. (Management is targeting 5% a year.) Prefers Calloway (CWT.UN-T) which has about the same yield but represents a higher growth rate.

Wealthica Track your Stocks in your Watch List

DON'T BUY

Looking at the spread between the yield and 10-year bonds, it is now around 2.1%, which is too thin to compensate you for the risks compared to government bonds. They are a wonderful operator with great real estate, but as interest rates go up the spread will get narrower.

BUY

A high-quality real estate investment trust. Could be a core holding in a portfolio. Their biggest challenge is continuing their growth because of the size. Feels they are handling this challenge well. Stable operations. A name you can just tuck away.

WAIT

Largest REIT in Canada. Focuses on big box outlets. Well-run company. The only negative is, it is so big, how do they become accretive. Now putting their money into green spaces to open shopping malls and going into managing outlets fort better margins. Has more room to go. Fairly priced at this time. He owns their bonds.

BUY

The biggest, most liquid REIT. Very well managed. Doing development deals with pension funds.

HOLD

The goliath in the REIT market, being about 25% of the whole REIT sector. Has performed fantastically well over the last 10/12 years. Exceptionally well managed. Since they are a mature company, you can't expect double digit or high single digit operation growth. Safe. Has a market perform rating on it.

BUY

A premier REIT. The largest REIT in Canada. Their history has been incredible. They don't overdo their distributions and retain about 10% of them. The question is, they are getting so large can they continue their growth.

HOLD

Dropped off when income trusts got hit. A quality company, so don't panic.

Wealthica Track your Stocks in your Watch List

TOP PICK

Has been a very soft market, so you are going to get a very good move with good names when the market improves. Could drop a bit further. The biggest and most liquid. Yield of about 6.3%.

BUY ON WEAKNESS

Has grown through acquisition and internally. Has created a lot of growth in our economy. Would definetly purchase more on any pullback. He can't see the government hurting this sector.

TOP PICK

Not inexpensive these days, but really likes that it has an excellent track record of value creation in the past and feels this can be extended into the future. They are innovative in maximizing the values of their properties as well as developing properties through joint ventures with partners and generating fee income. A good core holding.

BUY

Have been strained from the point of view that they can't expand. Have sold some properties. Working with other development funds to grow their revenues with fee income. A group that manages themselves fairly well.

BUY

A stalwart in the retail real estate industry. Quality track record. A history of increased distributions. Probably get a bit more growth in the near term out of Calloway (CWT.UN-T).

TOP PICK

(A Top Pick Jan 10/05. Up 17.5%.) A leader in their industry. Excellent track record and very strong management team. Even though they are very large there is an opportunity to create more value through partnerships with institutions where they will generate management fees or other partnerships buying distressed/underperforming properties and fixing them up.

BUY

Retail space is a pretty steady space. The difficulty here is how do they grow when they are so big. Have been impressive. Have only about 1% organic growth. Can also grow 1% through joint ventures they have as well as 1% by development and repositioning of property.

Showing 466 to 480 of 570 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Kim Bolton

Black Swan Dexteritas

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Barry Schwartz

Baskin Wealth Management

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

RioCan Real Estate Investment (REI.UN.TO)