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

COMMENT

Very highly thought of by everybody. They work with smart centres that rent to Wal-Mart. They locate land and sell it. Just did a fairly big acquisition that will require about $200 million to build it out. Largely in Eastern Canada where the economy is a bit slower. Cost of capital is higher. He questions if they will get the growth out of this.

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TOP PICK

Has a 15% discount to NAV. Just over 7% cash flow yield. Stable portfolio of unenclosed retail, mostly anchored by Wal-Mart. Will probably be the largest REIT in Canada in 2 years time. Tremendous value.

COMMENT

Looking at Riocan (REI.UN-T), Primaris (PMZ.UN-T), H&R (HR.UN-T) and Calloway (CWT.UN-T). Have been pretty well beaten up and the yields are looking very enticing. As an inflation hedge they look very attractive.

TOP PICK

Have a lot of Wal-Mart anchoring their properties and have done a very good job of managing. If there is a slowdown in Canada, shoppers tend to trade down so Wal-Mart will not be as heavily impacted. NAV is around $27, so there is a 14%-15% discount.

COMMENT

Unenclosed power centres across Canada, anchored overwhelmingly by Wal-Mart. Just announced a purchase of $680 million of retail properties. Payout ratio is about 102%. The yield is very safe. Trading at about a 15% discount to NAV.

TOP PICK

Basically a retail focused REIT with 25% of annual rents coming from Wal-Mart. High-quality leases with 92% of properties constructed after 1995. Near-term organic growth is limited but the development pipeline is second to none. Cheap at 17% of NAV.

HOLD

The REIT market has had a really bad year. Anchors are almost all Wal-Mart. Thinks REITs will either be flat or start going up in value. The only issue is that it will be hard for them to grow by buying property.

TOP PICK

REIT sector is very beaten up. Trades at a significant discount to its Net Asset Value. On a free cash flow basis it is trading at about 14 times. Very solid numbers. About 99% occupancy. Wal-Mart is about 27% of their leases. Good development pipeline.

PAST TOP PICK

One that the street always seems to like. Has good shopping centers all across the east. Has smart centres where they team up with Walmart. They are watching them now.

TOP PICK

One that the street always seems to like. Has good shopping centers all across the east. Has smart centres where they team up with Walmart. They are watching them now.

TOP PICK

The REIT sector should give you pretty stable returns. Focused on the un-enclosed retail area with Wal-Mart being their main tenant. Undervalued.

TOP PICK

Likes real estate in Canada. REITs have declined significantly, but represent tremendous value. NAV is about $28/$30. Owns one of the best retail portfolios in Canada and they are the predominant landlord for Wal-Mart.

TOP PICK

Owns unenclosed power centres throughout Canada. Tend to follow Wal-Mart around. In 2 years, this will be the largest REIT in Canada. A good quality core name. Trading at a discount to its NAV. Good cash flow yield.

BUY

A retail focused REIT. Almost a play on Wal-Mart expansion in Canada. A little bit of development upside. Not a lot of rental rate increases. Trades at a bit of a discount.

TOP PICK

Just hit a 52 week low. Yield is 6% plus. Looking for 5%-7% growth on a steady basis. 27% of its money comes from Wal-Mart, who is expected to add 10 to 20 stories in Canada over the next 5 years. Trading at a 10% discount to their NAV.

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Smart REIT (SRU.UN.TO)