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) operates primarily with Walmart (WMT) as its anchor tenant, contributing significantly to its revenue. Experts highlight the defensive nature of the REIT, characterized by high occupancy rates and a reliable dividend yield close to 7%. However, there are concerns regarding growth, with analysts noting a history of low internal growth rates and a payout ratio of 100%. Despite the stability provided by WMT, some analysts express caution due to potential risks associated with increased tenant bankruptcies and the effects of rising interest rates. While the stock is viewed as a safe dividend play, the inherent limitations on growth may prompt investors to consider alternatives for better long-term appreciation.

Consensus

Cautious

Valuation

Fair Value

Similar

CT,CT

TOP PICK

In a low interest-rate environment, he sees valuations for investment properties and real estate continuing to get better and better. Wal-Mart is a very large tenant. Have strong leases backing their properties. Very strong dividend yield.

PAST TOP PICK

(A Top Pick Apr 20/11. Up 14.77%.) 99.5% occupied and Wal-Mart (WMT-N) pays 24% of their rent. It's fairly valued here. Good core holding.

COMMENT

Has done well and has very high occupancy. Uniquely positioned in a power center industry. Have a very significant strategic relationship with Smart Centers which is a competitive advantage in terms of pipeline and expertise. You can sleep well at night holding this one. 5.8% yield is safe and predictable. Strong management. Fully valued but if you are looking for a steady distribution play, this is a decent name.

BUY

‘Wal-Mart’ REIT. Did a capital raise recently. Most of growth will come from earn outs (partner on developments with Smart Centers) and development portfolio. The assets they are developing have a higher payout than they are trading at and this will be accretive. A nice core holding.

TOP PICK

Very defensive characteristics. Retail space where more than 70% of their properties are anchored by Wal-Mart (WMT-N). Currently have a 99% occupancy rate. 5.8%yield.

COMMENT

One of the biggest retail REITs. Very good growth prospects in Canada. Doesn’t look like a bargain though. Safe to hold for the long term.

BUY

Have a very strategic relationship with Wal-Mart (WMT-N). Reasonably well valued. Very high occupancy. Recent management change was very strong.

BUY

Looking at this. In the shopping center business with Wal-Mart (WMT-N) as a key tenant.

BUY

REITs can raise money very, very easily. Amounts of overpayment are insignificant. They are just below 100% right now. Have a lot of Walmart sites. Good name 6% yield.

STRONG BUY

Offers you about a 20% return from this point. Great management team and great assets. Low payout ratio.

PAST TOP PICK

(A Top Pick July 20/10. Up 25.23%.)

PAST TOP PICK

(A Top Pick June 18/10. Up 31.64%.) Have lots of property and a good relationship with Wal-Mart. New CEO and a lot of people think he will be very good for this company.

COMMENT

Outdoor mall REIT and the one thing that would hurt it would be higher interest rates or a slowing down by the Canadian consumer. Sector has done so well over the last 1-1.5 years that it’s difficult to get excited about this market for either upside or downside.

BUY

Calloway (CWT.UN-T) or RioCan (REI.UN-T) regarding risk? Right now it would probably be Calloway. RioCan has moved up a lot and has gone into the US. Calloway has room for growth, it’s all in Canada and its multiple is lower.

BUY ON WEAKNESS

Big box tower centres. Had a good quarter. Good quality core name but would like to see it pull back in price to the $24 range.

Showing 121 to 135 of 254 entries

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Smart REIT (SRU.UN.TO)