TSE:SRU.UN

Smart REIT (SRU.UN.TO)

30.32
+0.03 (0.10%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
397 watching
0
Investor Insights
star iconJul 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.

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Consensus
Cautious
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Valuation
Fair Value
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CT,CT.TO
BUY ON WEAKNESS
A lot of their properties have Wal-Mart as tenants and US investors love this. Continuing to grow.
TOP PICK
One of the most dynamic REIT's in terms of their ability to grow. Has a lot of their properties anchored by Wal-Mart (WMT-N).
PAST TOP PICK
(A Top Pick Jan 21/05. Up 10%.) Still likes. With its focus on Wal Mart it has a very prominent position in the Canadian Market Place.
WATCH
Now have a big merger going on. At some point it's going to be one of the biggest and very high quality REIT's. Wait for an opportunity to buy at a lower price.
BUY
Good long term hold. Focused on power centre shopping centres.
BUY
Has been one of the best performers this year with a 20/30% rate of return. Have struck a deal with First Pro bringing in a number of Walmart stores.
BUY
Has had a very strong return. Might be a little bit pricey right now. Most analysts speak very highly of this one. Retail is one of the safest areas to be in.
TOP PICK
(A top pick Jan 21/04. Up 2.6%.) Still likes. Three acquisitions have increased the size of it and its liquidity. Have increased their distributions.
BUY
At a very attractive price now. Aligned with First Professional Shopping Centers which is Wal-Marts landlord of choice.
HOLD
This is a favorite. Think the distributions will be increased. The US REIT's were off last week which probably had some effect on the stock. Could have more weakness.
STRONG BUY
Looks to be First Pro realties way to break into the public market. Will continue to grow. Relationship will be very benefitial.
TOP PICK
A 2nd.tier REIT, which has the potential to become a 1st tier REIT. Getting some good contracts in February. This company is first choice of Wal-Mart's.
BUY
Have some good affiliations. They will have Wal-Mart as a big part of their portfolio. Forming a base and should be good long-term hold.
BUY
11.5% yield. Undervalued.
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