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.
397 watching
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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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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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