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.

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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

BUY

Hold properties with big box stores such as Wal-Mart. Likes this company.

BUY

Wal-Mart stores anchor properties. Going to start to expand into Europe, which will give them a little more risk.

TOP PICK

Owns retail properties. A big component of their properties is Wal-Mart. Had under performed when the market had over anticipated what it could do. A little bit weak, but will gain traction at some point.

BUY

Stable growth. Not exciting but a great company.

PAST TOP PICK

(A Top Pick Jan 20/06. Down 6.3%.) Still likes it. Feels it's one of the highest quality REITs out there.

PAST TOP PICK

(Past Top Pick Jan 13/06. No change.) Most of their properties are anchored by Wal-Mart. This is a REIT with a growth aspect. Good price.

BUY

His top pick in this sector. Has the best growth profile. There has been a sell-off in REITs, triggered by the US REIT Index turning over because of interest-rate fears. Good buying opportunity

TOP PICK

Sees the REIT sector as a good growth area. This is the one REIT that has double-digit growth. 30% of its revenues come from Wal-Mart with the rest coming from the top 10 retailers in Canada. One of the more solid REITs.

TOP PICK

Potential for double digit cash flow growth going forward primarily because of the unique relationship they have with First Pro and Wal-Mart building more and more super centres across Canada. It Believes the unit price has been depressed somewhat because of a recent financing. Thinks the former premium it traded at will be regained.

BUY

About three quarters of their sites have a Wal-Mart name involved. Have increased distributions considerably. Very good management.

WAIT

Looks quite good, This year their pair ratio will be about 90% of free cash flow, which is healthy. AFF flow is continuing to grow. Like quite a bit. Pricey right now, probably wouldn'nt step in right now. Good fund

PAST TOP PICK

(A Top Pick Jun 10/05. Up 12%.) A little bit pricey now. Still considers it one of the premier REIT's to own. One of the fastest growing REIT's becaiuse of the special relationship with First Pro. These are a lot of the open concept malls anchored by Wal-Marts. Believes there's a lot more properties in First Pro which could be vended in.

BUY ON WEAKNESS

On any sort of dip, he would be a buyer. Big fan of the First Pro Development company which is slowly doing a reverse takeover of Calloway.

DON'T BUY

Have liquidated all his positions except for a bit of private placement. Took significant profits. Overpriced. A good name.

BUY

Likes this trust. If you believe in the new format of retail shopping centres, this is really their bread and butter. A great way to play retail real estate.

Showing 226 to 240 of 254 entries

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Smart REIT (SRU.UN.TO)