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

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Smart REIT (SRU.UN.TO)

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29.05

+0.11 (0.38%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

395 watching

Investor Insights

Jun 5, 2026, 12:00 am

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

Smart REIT (SRU.UN) is viewed by experts as a solid investment primarily due to its strong fundamentals, including high-quality tenants like Walmart, which serves as its anchor. While the REIT is recognized for its defensive nature and reliable dividend yield—close to 7%—it faces challenges in terms of growth potential, with many experts predicting limited appreciation in stock value and rental income in the current economic climate. The CEO's management and decisions, such as building condos, are praised, yet concerns linger regarding high payout ratios and dependence on a single major tenant. Overall, the outlook suggests that while the REIT remains safe, investors may find better growth opportunities elsewhere, particularly in sectors less affected by high leverage and economic fluctuations.

Consensus

Neutral

Valuation

Fair Value

Similar

CT,CT.TO

PAST TOP PICK

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

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

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Joe Terranova

Virtus Investment Partners

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Smart REIT (SRU.UN.TO)