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

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Smart REIT (SRU.UN.TO)

30.82

+0.33 (1.08%)

as of Jun 26, 2026, 3:59:08 pm Market Open.

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Investor Insights

Jun 26, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Smart REIT (SRU.UN) has seen a mix of positive and cautious perspectives from various experts. The company benefits from having Walmart (WMT) as a major tenant, which is seen as both a strength and a potential limitation due to long-term low rents. While the REIT is recognized for its defensive nature and stable dividend yield close to 7%, many experts express concerns regarding its growth potential, particularly in light of rising interest rates and economic challenges. Analysts suggest that while SRU.UN is generally well-managed and pays a safe dividend, its growth is sluggish, and tenant bankruptcies last year raised red flags. The consensus leans toward caution, with preferences for stocks with lower payout ratios or alternative investments in the sector.

Consensus

Caution

Valuation

Fair Value

Similar

CT,CT

PAST TOP PICK

(A Top Pick Dec 8/06. Down 10.6%.) Apartment REIT across the country. Has been a disappointment. Volatile.

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BUY

Trading underneath its asset value and is very cheap. Should be closer to $30. Has one of the best portfolios of retail space in Canada.

TOP PICK

Inflation advantaged. When inflation goes up rents go up. The value of the asset goes up with inflation. Good price.

TOP PICK

Focused on Retail properties. Will go anywhere that Walmart is going. At this stage you can buy at a discount NAV. Good managment team. Risk is when Walmart leaves the area they are in.

TOP PICK

A play on the big box Wall-mart anchored store.

TOP PICK

(A Top Pick Dec 8/06. Down 2%.) Floundered. Has the inherent ability to grow. Have an inside track for Wal-Marts, but building stores around it takes time. Wait for signs of recovery before buying.

TOP PICK

Has been overlooked. They are following smart centers and he thinks it's a good strategy.

TOP PICK

(A Top Pick June 5/06. Up 13.3%.) Has constant development and usually is anchored by Wal-Mart. Good growth.

BUY

Retail, focused on unenclosed power centres, generally Wal-Mart anchored. Expects they will have consistently increased distributions at, or will exceed, inflation.

BUY

Retail focused. Primarily owns large centres. Likes the stability of their tenants. Wal-Mart accounts for 27% of their leases, but pays exceptionally low rent. Phenomenal management team. A good core name.

PAST TOP PICK

(A Top Pick Jan 13/06. Up 18.9%.) A good place to be.

PARTIAL BUY

Making acquisitions. Has been beaten up in the last little while as they did 2 large equity issues creating overhangs on both of them. At these levels, he would consider adding selectively. A good core name.

PAST TOP PICK

(A Top Pick Dec 8/06. Up 1.2%.)

BUY

Focuses on unenclosed power centres in any market that has 100,000 or more. Have taken a lot of steps to improve the operation and the structure of the REIT. A really good quality core name.

TOP PICK

Big shopping centres company. Virtual lock on all Wal-Mart sites. Did an issue that didn’t sell. Highly likely that down the road there will be a major sell-out of this issue. That would be the time to Buy.

Showing 211 to 225 of 254 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

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Brendan Caldwell

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Liz Young, Head of investment strategy at SoFi

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Smart REIT (SRU.UN.TO)