TSE:REI.UN

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
0
Investor Insights
star iconJun 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 icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
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Similar
PLD
TOP PICK
Off 15%. A compelling bargain. They own shopping centers and retail rents go up when interest rates go up. Very well-run. Good yield.
TOP PICK
Will benefit from inflation. Because their tenants are retailers, they have the ability to up the rents in times of higher inflation and higher interest rates. Well-managed. Trading at a discount.
BUY
Have made good acquisitions which have added accretively to the distributions.
DON'T BUY
Concerned about the macro overview of what is happening to interest rates and and REITs.
BUY
One of the top tier names in income trusts. Excellent management team. Slight pullback in sympathy with the Barron's negative article on the US trusts.
BUY
One of my largest holdings. Largest real-estate investments in Canada. Will continue to out preform
BUY
A good trust.
WEAK BUY
A rise in interest rates can make income trusts vulnerable. The leases on their stores are based on a percentage basis, so inflation can't hurt them as much. Getting a little expensive.
TOP PICK
Largest and most liquid of the REITs. Distributions are not huge but are competitive. It should hold its value. Diversified by client and region.
BUY
Well respected. Have done a good job.
DON'T BUY
Above its net asset value.Good demand for real estate, right now.Has gone as far as it can go right now.
HOLD
A good long term hold. May be a little high now.
BUY
A solid name in REIT's. A nice yield of 8/10%.
WEAK BUY
Well managed. Good income. Getting a little high. OK for long term hold.
BUY
Has very good shopping sites.
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