Canadian Real Estate Investment

REF.UN-T

Analysis and Opinions about REF.UN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 6, 2008
Very stable name. Great balance sheet. 75% payout ratio. Good financial flexibility. While diversified across retail, industrial and office. 4.7% yield and he would anticipate a distribution increase this year.
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Very stable name. Great balance sheet. 75% payout ratio. Good financial flexibility. While diversified across retail, industrial and office. 4.7% yield and he would anticipate a distribution increase this year.
PAST TOP PICK
PAST TOP PICK
February 14, 2008
(A Top Pick Jan 18/07. Up .06 % not including yields.) Very low payout ratio and one of the best quality REITs. Still likes.
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(A Top Pick Jan 18/07. Up .06 % not including yields.) Very low payout ratio and one of the best quality REITs. Still likes.
TOP PICK
TOP PICK
January 18, 2008
Really well managed. Diversified. A mixture of industrial, office and retail. Montreal and Toronto. Good price.
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Really well managed. Diversified. A mixture of industrial, office and retail. Montreal and Toronto. Good price.
BUY WEAKNESS
BUY WEAKNESS
December 7, 2007
One of his favourite names. Office and industrial. Spread across Canada with about 32% in Western Canada. Excellent management team and very conservatively run. Low payout ratio. Buy in the $27-$28 range. 4.5% yield.
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One of his favourite names. Office and industrial. Spread across Canada with about 32% in Western Canada. Excellent management team and very conservatively run. Low payout ratio. Buy in the $27-$28 range. 4.5% yield.
TOP PICK
TOP PICK
November 28, 2007
One of the largest and oldest REITs. Portfolio of retail offices and industrial properties. Diversified by properties and class and geography. Conservative management team. Great long-term track record. Lower growth profile but very stable. Conservative payout ratio. Trading at a discount to NAV. Could be a takeout candidate by a pension fund.
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One of the largest and oldest REITs. Portfolio of retail offices and industrial properties. Diversified by properties and class and geography. Conservative management team. Great long-term track record. Lower growth profile but very stable. Conservative payout ratio. Trading at a discount to NAV. Could be a takeout candidate by a pension fund.
HOLD
HOLD
October 29, 2007
They hold and hold and hold. Diversified very well managed company.
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They hold and hold and hold. Diversified very well managed company.
BUY
BUY
August 16, 2007
One of the best names in this space. Commercial diversified. Retail, office and industrial. Excellent management. Good core name that you can buy at discount to NAV. Very conservative payout ratio. Development is starting to ramp up.
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One of the best names in this space. Commercial diversified. Retail, office and industrial. Excellent management. Good core name that you can buy at discount to NAV. Very conservative payout ratio. Development is starting to ramp up.
BUY WEAKNESS
BUY WEAKNESS
July 23, 2007
One of the best managed. If there is ever a takeout, this would be the best candidate. Very good mix of property, both by product and geography. 4.6% yield.
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One of the best managed. If there is ever a takeout, this would be the best candidate. Very good mix of property, both by product and geography. 4.6% yield.
BUY
BUY
May 7, 2007
One of the best quality, best managed REITs. Has been weak lately so he has been buying. Reported good earnings and has increased distributions.
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One of the best quality, best managed REITs. Has been weak lately so he has been buying. Reported good earnings and has increased distributions.
BUY
BUY
May 5, 2007
50% Retail 25% Office 25% Industrial. He like it. Very conservative leverage and payout rates.
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50% Retail 25% Office 25% Industrial. He like it. Very conservative leverage and payout rates.
BUY
BUY
January 29, 2007
Well distributed between office, retail and commercial. Has a good balance of inventory.
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Well distributed between office, retail and commercial. Has a good balance of inventory.
HOLD
HOLD
December 22, 2006
Commercial diversified. Have a unique strategy of targeting 50% retail, 25% office and 25% industrial. No US exposure. Signed an agreement with Hopewell Developments and will see some of those assets come stream later in 2007. Started to recycle their capital by selling a half interest in a property and use the capital to buy more and new real estate.
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Commercial diversified. Have a unique strategy of targeting 50% retail, 25% office and 25% industrial. No US exposure. Signed an agreement with Hopewell Developments and will see some of those assets come stream later in 2007. Started to recycle their capital by selling a half interest in a property and use the capital to buy more and new real estate.
BUY
BUY
November 24, 2006
Diversified real estate across Canada. Short term looks like it has strong positive momentum.
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Diversified real estate across Canada. Short term looks like it has strong positive momentum.
STRONG BUY
STRONG BUY
July 13, 2006
A diversified REIT by geography and type of property. Was going to be a Top Pick tonight but changed her mind. If you could only own one REIT, this would be the one. One of the most conservative with low debt, low payout ratio.
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A diversified REIT by geography and type of property. Was going to be a Top Pick tonight but changed her mind. If you could only own one REIT, this would be the one. One of the most conservative with low debt, low payout ratio.
TOP PICK
TOP PICK
June 9, 2006
(A Top Pick Nov 25/05. Up 3.5%.) A core real estate investment trust holding. Very strong management team. Conservative balance sheets. High quality assets. Good strategic acquisition growth as well.
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(A Top Pick Nov 25/05. Up 3.5%.) A core real estate investment trust holding. Very strong management team. Conservative balance sheets. High quality assets. Good strategic acquisition growth as well.
Showing 61 to 75 of 96 entries