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

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Smart REIT (SRU.UN.TO)

29.05

+0.11 (0.38%)

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

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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

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.

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Smart REIT (SRU.UN.TO)