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

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PLD

BUY

Has raised its distribution every year. Good acquirers of core shopping centres which are generally anchored by a food tenant. Low risk. Well managed. Long term prospects are good. Standard & Poor is going to include income trusts in the S&P/TSX composite index at the end of this year. This one will be a shoe-in.

DON'T BUY

$20 target price. Neutral on the stock. Benefits from their size as it will be in everyone's portfolio. Growth prospects are slowing down.

DON'T BUY

Q: Riocan (REI.UN-T) versus TSX Capped (XRE.UN-T). A: With Riocan you are taking company specific risks while the TSX Capped (XRE.UN-T) would be more diversified.

BUY

The largest retail REIT in Canada. Very well managed. Going forward feels that they will realize a lot of growth through the joint ventures they recently entered into which consists of taking underdeveloped retail properties, fixing and remodelling them and increasing the leasing around them.

BUY

A wonderful stable stock. The yield is rock solid at about 300 basis points or more over the 5 year Canada's. Great product for a RRIF.

PAST TOP PICK

(Was a Top Pick Mar 18/05. Down 1.8%.) A core holding. Strong management. This weakness is a good buying opportunity.

BUY

The behemouth of Canadian REITs. Very stable. Seem to increase their distributions a few pennies a year. 7% yield.

TOP PICK

One of the top quality REIT's. Manage about 180 retail properties. Great track record of consistant and stable growth. Strong management team.

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DON'T BUY

Underperform rating.

BUY

There are concerns on valuations of REIT's at this time. This one trades at a significant premium. Has a history of increasing distributions. The premier shopping centre REIT in Canada. Probably a candidate for index inclusion, so would expect pension funds to buy it.

BUY

Interest rate environment is stable with 5 year government bond down and the spread between this and REIT's is more reasonable. Favourite REIT's are H & R and Riocan. Very solid with big portfolios, large market caps with a lot of liquidity.

BUY

Good long term hold. The largest real estate trust in Canada. Huge portfolio of retail shopping space. 40% of their portfolio is in the new format power centre which is the growth area. Because of its size, growth will be slow. Very stable.

TOP PICK

A big, stable very well managed REIT's. Should do well for investors in both good and bad times. Probably some other REIT's will produce higher returns, but this is a safe one. Should be a core holding.

BUY

Has increased distributions every year for 11 years. Low payout ratio. Great balance sheet and terrific management. Could be a core holding.

DON'T BUY

Historically REIT's perform at about a 15% premium to their NAV (net asset value). On this one, if you use an 8% cap rate you'll get about a 20% premium. You'll always pay more for an "A" name like RioCan. REIT's are fairly valued right now.

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Most Recent Experts

Eric Nuttall

Ninepoint Partners

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Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

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RioCan Real Estate Investment (REI.UN.TO)