Canadian Real Estate Investment

REF.UN-T

Analysis and Opinions about REF.UN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK

(Top Pick Sep 29/11, Up 22.28%)

PAST TOP PICK
PAST TOP PICK
August 8, 2012

(A Top Pick Aug 12/11. Up 34.79%.) Debated about putting this one as a Top Pick today except that it has moved up so much recently. This is as good a management as there is.

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(A Top Pick Aug 12/11. Up 34.79%.) Debated about putting this one as a Top Pick today except that it has moved up so much recently. This is as good a management as there is.

PAST TOP PICK
PAST TOP PICK
July 23, 2012
(A Top Pick Aug 23/11. Up 32.8%.) Getting a little expensive, but is a core holding if you are into real estate. Very, very strong balance sheet. Biggest concern is that the balance sheet gets used against them if somebody takes them out. Distribution is sustainable. Payout ratio below 75% so there is tons of room for them to increase the 3.5% dividend.
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(A Top Pick Aug 23/11. Up 32.8%.) Getting a little expensive, but is a core holding if you are into real estate. Very, very strong balance sheet. Biggest concern is that the balance sheet gets used against them if somebody takes them out. Distribution is sustainable. Payout ratio below 75% so there is tons of room for them to increase the 3.5% dividend.
PAST TOP PICK
PAST TOP PICK

(Top Short Oct 6/11. Up 15.28%.)

PAST TOP PICK
PAST TOP PICK
June 4, 2012
(A Top Pick May 26/11. Up 22.22%.) Great management, high-quality portfolio, low leverage and low payout. Have increased the distribution for 11 straight years.
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(A Top Pick May 26/11. Up 22.22%.) Great management, high-quality portfolio, low leverage and low payout. Have increased the distribution for 11 straight years.
PAST TOP PICK
PAST TOP PICK
(Top Pick Aug 23’11, Up 25.80%)
Andy Nasr

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Price
$40.250
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 14, 2012
Best REIT in Canada. A commercial diversified name so you cover all sectors of the commercial real estate market of retail, office and industrial. Strong management team. Sustainable payout. Values this at $40. Thinks they will continue to create value. Would buy at around $37.
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Best REIT in Canada. A commercial diversified name so you cover all sectors of the commercial real estate market of retail, office and industrial. Strong management team. Sustainable payout. Values this at $40. Thinks they will continue to create value. Would buy at around $37.
TOP PICK
TOP PICK
January 6, 2012
In the best part of the market, they were liquidating assets and they put themselves at high quality. Yield is very low. Market was slow to recognize the quality. Very low payout ratio and low debt.
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In the best part of the market, they were liquidating assets and they put themselves at high quality. Yield is very low. Market was slow to recognize the quality. Very low payout ratio and low debt.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Aug 23/11. Up 8.1%.)
TOP PICK
TOP PICK
October 6, 2011
Well diversified, exposure to office/industrial/retail. Strong balance sheet. Payout is 70%. Slow steady stable. Good longterm hold.
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Well diversified, exposure to office/industrial/retail. Strong balance sheet. Payout is 70%. Slow steady stable. Good longterm hold.
TOP PICK
TOP PICK
September 29, 2011
2nd largest diversified REIT. Industrial, retail and office. Most conservatively managed in that it has almost the lowest debt to capital and lowest payout ratio. 4% yield.
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2nd largest diversified REIT. Industrial, retail and office. Most conservatively managed in that it has almost the lowest debt to capital and lowest payout ratio. 4% yield.
TOP PICK
TOP PICK
August 23, 2011
Own industrial, commercial and office properties. Strong development pipeline so can grow size of portfolio by 10-15% in next few years. Payout ratio is low so there is room for a payout increase.
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Own industrial, commercial and office properties. Strong development pipeline so can grow size of portfolio by 10-15% in next few years. Payout ratio is low so there is room for a payout increase.
TOP PICK
TOP PICK
August 12, 2011
We had a reprieve over the last few days but we are in very uncertain times. This one is absolute top quality. They retain higher quality items in their portfolio, rather than expanding it, in softer economies. Very low debt. 69% payout ratio. Acquired shopping centers in Mississauga and around Toronto. Low yield, 85% taxable.
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We had a reprieve over the last few days but we are in very uncertain times. This one is absolute top quality. They retain higher quality items in their portfolio, rather than expanding it, in softer economies. Very low debt. 69% payout ratio. Acquired shopping centers in Mississauga and around Toronto. Low yield, 85% taxable.
TOP PICK
TOP PICK
July 18, 2011
Very good management. Have sold some assets to improve their quality. Has brought their income down. Recently acquired some shopping centers. 35% is in Alberta.
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Very good management. Have sold some assets to improve their quality. Has brought their income down. Recently acquired some shopping centers. 35% is in Alberta.
PAST TOP PICK
PAST TOP PICK
(A Top Pick July 9/10. Up 21.56%.)
Showing 16 to 30 of 96 entries