Smart REIT (SRU.UN.TO) Buy, Sell or Hold

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Smart REIT (SRU.UN.TO)

30.32

+0.03 (0.10%)

as of Jul 22, 2026, 8:00:00 pm Market Open.

397 watching

Investor Insights

Jul 22, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Smart REIT (SRU.UN) has garnered mixed reviews from experts, highlighting its defensive nature and attractive dividend yield, which is currently close to 7%. Despite its appeal, concerns regarding growth and economic pressures are prevalent, with some analysts pointing to the high payout ratio and the challenges faced in the retail sector, especially in light of tenant bankruptcies. Experts recognize Walmart as a solid anchor tenant, but express caution about the potential for dividends to be cut or shares to be issued in turbulent times. Additionally, while the company is considered well-managed and has strong assets, analysts suggest that growth may lag behind inflation, indicating a preference for stocks with lower payout ratios like Sienna Senior Living. The overall sentiment leans toward it being a good long-term hold, albeit with limited growth prospects in the near term.

Consensus

Cautious

Valuation

Fair Value

Similar

CT,CT.TO

DON'T BUY

Doesn’t see any drivers of growth in REIT space. Just did a 5-year lending agreement for over 10%.

TOP PICK

Quite responsible with it’s payout ratio of about 97%. Its debt is reasonable. Table portfolio of shopping centers. Very good yield and will almost certainly maintain the yield.

PAST TOP PICK

(Top Pick Apr 16/08, Down 42.17%) Have pushed aside some of their refinancing risk. Buy.

PAST TOP PICK

(Top Pick Apr 08/08 Down 44%) Buy it for the quality of the company, the fact that you are the Walmart landlord in Canada. Not much downside. Would buy for company and not for dividend.

DON'T BUY

Has a little bit more balance sheet concern with this one compared to RioCan (REI.UN-T). Prefers RioCan. 15% yield

BUY

REITs are exempt from the 2011 government ruling. This is one of the more stable REITs. Retail oriented and their biggest tenant is Wal-Mart. Their biggest challenge is on the financing front and what have to work hard to manage their maturity and debt schedules. Reasonably comfortable that they will be able to do this.

BUY

Payout ratio of about 96% to 30% of their cash flow comes from Wal-Mart, which is in expansion mode in Canada. Expect them to do well relative to their peers. Would Buy under $10 and Sell at $13 or better, their trading range.

BUY

Big concern is their retail-based REITs. Have a huge development pipeline this year and next and the market is concerned with their ability to finance the equity component of it but he is comfortable they will be able to source this. In a trading range, so Buy at $11.50 or less and Sell at anything above the $13-$14 range.

PAST TOP PICK

(A Top Pick Feb 6/08. Down 47%.) Their tenant Wal-Mart is one of the strongest retail names in North America and he was surprised that this has not done better. Still a Buy.

PAST TOP PICK

(A Top Pick Nov 28/07. Down 43.8%.) Has been hit a little harder than some of the other REITs because of concern over their financing and liquidity position. Late 2008 they addressed the concerns and she feels it is manageable. Very attractive at this price.

WATCH

All REITs have come off but have been rallying a little. If you think retail sales are going to be terrible in 09 and will continue, he would be wary. But if you think stimulus efforts will help sales in Canada, it is pretty attractive at this price. 12.8% yield. Wait a quarter.

PAST TOP PICK

(A Top Pick Nov 8/07. Down 41.8%.) Very stable shopping centre REIT. Have been selling some assets to fund acquisitions. Wal-Mart represents about 28% of their rents. Still likes.

PAST TOP PICK

(A Top Pick Dec 27/07. Down 42%.) 12% yield is safe. Wal-Mart is the anchor for the bulk of their malls. Still very well positioned. Still a Buy.

BUY

Concerned earlier this quarter, due to their need to finance their development pipeline. Talked with them and feels confident that they will be able to finance their scaled back pipeline and maintain their distribution.

TOP PICK

Retail space. #1 tenant is Wal-Mart. Little more defensive holding. Big overhang is a development pipeline that needs funding over the next several years. For the next couple of years it is very manageable. Almost 18% yield. Risk/reward is quite attractive.

Showing 166 to 180 of 254 entries

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Smart REIT (SRU.UN.TO)