TSE:SRU.UN

Smart REIT (SRU.UN.TO)

28.73
+0.10 (0.35%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

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

Smart REIT (SRU.UN) is highlighted for its strong operational management and solid tenant quality, primarily anchored by Walmart, which provides some stability amid economic uncertainties. Experts note that while the REIT has a considerable dividend yield close to 7%, it faces challenges such as potential growth limitations, especially in times of economic volatility and rising interest rates. The stock has recently seen a price increase, but it is suggested that it may consolidate at its current higher trading range. Comparisons are made to peer companies with differing dividend structures and valuation metrics, with a preference for those with lower payout ratios. Overall, the sector's dynamics and potential future earnings are under scrutiny, influencing expert preferences on investment choices.

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Consensus
Defensive
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Valuation
Fair Value
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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