Canadian Real Estate Investment

REF.UN-T

Analysis and Opinions about REF.UN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 26, 2011
Lowest payout ratio. Great management team. The only criticism is their conservatism in making acquisitions. Upside to probably $35-$36.
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Lowest payout ratio. Great management team. The only criticism is their conservatism in making acquisitions. Upside to probably $35-$36.
PAST TOP PICK
PAST TOP PICK
May 20, 2011
(A Top Pick July 9/10. Up 19.65%.) Just keeps chugging away. Nice mixture of office, retail and industrial. Well diversified.
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(A Top Pick July 9/10. Up 19.65%.) Just keeps chugging away. Nice mixture of office, retail and industrial. Well diversified.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Feb 23/10. Up 26.91%.)
WEAK BUY
WEAK BUY
January 18, 2011
Very high quality name. Office, Retail. Good properties, well managed. He has never owned it because it enjoys a significant premium to the sector. If you are looking for a reliable name it is one to own, but he has gone elsewhere.
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Very high quality name. Office, Retail. Good properties, well managed. He has never owned it because it enjoys a significant premium to the sector. If you are looking for a reliable name it is one to own, but he has gone elsewhere.
TOP PICK
TOP PICK
December 10, 2010
Standard for other REITs. Diversified. Disciplined. Looking for protection on his returns, not huge returns. Low debt and payout ratio of 68%. One of the safest places to be.
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Standard for other REITs. Diversified. Disciplined. Looking for protection on his returns, not huge returns. Low debt and payout ratio of 68%. One of the safest places to be.
BUY
BUY
November 17, 2010
Best in country. Payout ratio is low. Leverage is low. Created tremendous value with this name. They are ready for IFRS. Management is top tier and conservative. Worth $34. He would buy at these levels 10-11% return at these levels.
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Best in country. Payout ratio is low. Leverage is low. Created tremendous value with this name. They are ready for IFRS. Management is top tier and conservative. Worth $34. He would buy at these levels 10-11% return at these levels.
PAST TOP PICK
PAST TOP PICK
August 20, 2010
(A Top Pick July 20/09. Up 31.34%.) Still likes but a little expensive right now.
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(A Top Pick July 20/09. Up 31.34%.) Still likes but a little expensive right now.
TOP PICK
TOP PICK
August 13, 2010
In the majors of this space, it has the best valuation. Could possibly get to $34-$35. Likes the diversification in its tenants. For investors who are cautious but want upside, can't get hurt.
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In the majors of this space, it has the best valuation. Could possibly get to $34-$35. Likes the diversification in its tenants. For investors who are cautious but want upside, can't get hurt.
PAST TOP PICK
PAST TOP PICK
July 15, 2010
(A Top Pick July 20/09. Up 28%.) Probably the best REIT in Canada. Great management, low payout ratio and low debt. Buy under $28.
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(A Top Pick July 20/09. Up 28%.) Probably the best REIT in Canada. Great management, low payout ratio and low debt. Buy under $28.
TOP PICK
TOP PICK
July 9, 2010
Well diversified REIT with exposure to industrial, retail and office. (REITs are not affected by government conversion rules.) Raised its distribution 9 years in a row. 4.9% yield. Conservative management.
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Well diversified REIT with exposure to industrial, retail and office. (REITs are not affected by government conversion rules.) Raised its distribution 9 years in a row. 4.9% yield. Conservative management.
TOP PICK
TOP PICK
May 17, 2010
Well diversified properties. Great management. Low payout ratio so are able to increase distributions. Very safe and you have growth.
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Well diversified properties. Great management. Low payout ratio so are able to increase distributions. Very safe and you have growth.
PAST TOP PICK
PAST TOP PICK
April 23, 2010
(A Top Pick May 13/09. Up 37.38%.) Still a Buy.
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(A Top Pick May 13/09. Up 37.38%.) Still a Buy.
PAST TOP PICK
PAST TOP PICK
March 17, 2010
(A Top Pick March 17/09. Up 47.01%.) Still likes.
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(A Top Pick March 17/09. Up 47.01%.) Still likes.
TOP PICK
TOP PICK
February 23, 2010
One of the oldest REITs in Canada and diversified geographically. Good balance sheet, payout ration of 69%, raised dividend over the last 7 years. Management is not flashy, but do a good job. Conservatively managed company.
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One of the oldest REITs in Canada and diversified geographically. Good balance sheet, payout ration of 69%, raised dividend over the last 7 years. Management is not flashy, but do a good job. Conservatively managed company.
PAST TOP PICK
PAST TOP PICK
January 19, 2010
(Top Pick Feb 12/09, Up 34%) The only REIT that increased their distribution every year despite the financial crisis. The best REIT in the country.
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(Top Pick Feb 12/09, Up 34%) The only REIT that increased their distribution every year despite the financial crisis. The best REIT in the country.
Showing 31 to 45 of 96 entries