Brookfield Office Properties

BPO-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about BPO-T

Signal
Opinion
Expert
BUY
BUY
January 14, 2008
Luxury, class A office buildings. A great name with a tremendous portfolio. Top tier management team. There were concerns that Merrill Lynch, their largest tenant, would leave but have actually signed a 5-year extension. Buying back stock.
Show full opinionHide full opinion
Luxury, class A office buildings. A great name with a tremendous portfolio. Top tier management team. There were concerns that Merrill Lynch, their largest tenant, would leave but have actually signed a 5-year extension. Buying back stock.
TOP PICK
TOP PICK
December 28, 2007
Great management. Trades at about a 22% discount to its NAV and is growing its FFO. Its biggest problem is its ownership of New York office buildings. The biggest risk is that Merrill Lynch might not renew its lease, but that is only 4% of its rental revenue.
Show full opinionHide full opinion
Great management. Trades at about a 22% discount to its NAV and is growing its FFO. Its biggest problem is its ownership of New York office buildings. The biggest risk is that Merrill Lynch might not renew its lease, but that is only 4% of its rental revenue.
COMMENT
COMMENT
December 18, 2007
(Market Call Minute.) Has come down significantly. People are worried about real estate in the US. Buy it through Brookfield Asset Management (BAM.A-T).
Show full opinionHide full opinion
(Market Call Minute.) Has come down significantly. People are worried about real estate in the US. Buy it through Brookfield Asset Management (BAM.A-T).
TOP PICK
TOP PICK
December 7, 2007
Owns class A office and luxury office in Toronto, Ottawa, Calgary and New York City and Boston. Has been beaten up by subprime and fears that Merrill Lynch, their biggest tenet, is going to leave. Even if they did leave, that would be a positive because they pay way below market in terms of rent. 25% discount to NAV. Tremendous growth and tremendous asset portfolio. 2% yield.
Show full opinionHide full opinion
Owns class A office and luxury office in Toronto, Ottawa, Calgary and New York City and Boston. Has been beaten up by subprime and fears that Merrill Lynch, their biggest tenet, is going to leave. Even if they did leave, that would be a positive because they pay way below market in terms of rent. 25% discount to NAV. Tremendous growth and tremendous asset portfolio. 2% yield.
TOP PICK
TOP PICK
November 1, 2007
Real estate stocks have had a really bad time this year. Numbers have shown good growth in existing properties because of increased rents on lease renewals. Strong Cdn$ helps them. Feels the office properties will continue to do well. Thinks that Merrill Lynch will extend their 5 year lease.
Show full opinionHide full opinion
Real estate stocks have had a really bad time this year. Numbers have shown good growth in existing properties because of increased rents on lease renewals. Strong Cdn$ helps them. Feels the office properties will continue to do well. Thinks that Merrill Lynch will extend their 5 year lease.
TOP PICK
TOP PICK
October 29, 2007
Top asset and management group. Have underperformed specifically because there is a major concern that they will be moving their office. They've been discounted too much. A very well run company.
Show full opinionHide full opinion
Top asset and management group. Have underperformed specifically because there is a major concern that they will be moving their office. They've been discounted too much. A very well run company.
TOP PICK
TOP PICK
September 14, 2007
Has weakened off because of uncertainty as to what will happen to their Merrill Lynch lease in New York City. The reason for optimism is that management has always been sharp and have always made things work.
Show full opinionHide full opinion
Has weakened off because of uncertainty as to what will happen to their Merrill Lynch lease in New York City. The reason for optimism is that management has always been sharp and have always made things work.
HOLD
HOLD
September 12, 2007
Major buildings in New York with leases out to major financial institutions, which is one of the reasons for the weakness in the share price. Assets are pre-eminent and therefore should and could trade at a premium to a lot of other companies. Real esta
Show full opinionHide full opinion
Major buildings in New York with leases out to major financial institutions, which is one of the reasons for the weakness in the share price. Assets are pre-eminent and therefore should and could trade at a premium to a lot of other companies. Real esta
TOP PICK
TOP PICK
September 4, 2007
Has a lot of exposure to strong US offices in Boston, midtown Manhattan, Washington as well as Toronto, Ottawa and Calgary. Probably the best office portfolio in North America as well as one of the best management teams. Trading at a discount to NAV and
Show full opinionHide full opinion
Has a lot of exposure to strong US offices in Boston, midtown Manhattan, Washington as well as Toronto, Ottawa and Calgary. Probably the best office portfolio in North America as well as one of the best management teams. Trading at a discount to NAV and
TOP PICK
TOP PICK
August 16, 2007
The best property portfolio and best real estate team in North America. Significant internal growth from rent increases. An overhang is Merrill Lynch, which accounts for about 8% of their rental income, mainly midtown Manhattan.
Show full opinionHide full opinion
The best property portfolio and best real estate team in North America. Significant internal growth from rent increases. An overhang is Merrill Lynch, which accounts for about 8% of their rental income, mainly midtown Manhattan.
TOP PICK
TOP PICK
August 13, 2007
The best real estate available to a Canadian investor. Excellent price. Feels that rents will be going higher within the next year.
Show full opinionHide full opinion
The best real estate available to a Canadian investor. Excellent price. Feels that rents will be going higher within the next year.
WAIT
WAIT
August 2, 2007
Quite an interesting stock. Dropped because of fears regarding the real estate market, but commercial real estate is quite stable. Some concerns regarding its New York property where its tenant, Merle Lynch, may be moving. Wait.
Show full opinionHide full opinion
Quite an interesting stock. Dropped because of fears regarding the real estate market, but commercial real estate is quite stable. Some concerns regarding its New York property where its tenant, Merle Lynch, may be moving. Wait.
COMMENT
COMMENT
July 30, 2007
Uptrend was violated in March. Presumes that most of the downtrend was because of the sell off in the bond market. Now the bonds are improving, so this will probably rally a bit.
Show full opinionHide full opinion
Uptrend was violated in March. Presumes that most of the downtrend was because of the sell off in the bond market. Now the bonds are improving, so this will probably rally a bit.
TOP PICK
TOP PICK
July 23, 2007
Was oversold. Have US and Alberto properties.
Show full opinionHide full opinion
Was oversold. Have US and Alberto properties.
BUY WEAKNESS
BUY WEAKNESS
June 20, 2007
This whole sector in the US has declined a lot. Very high-quality portfolio. Long-term leases.
Show full opinionHide full opinion
This whole sector in the US has declined a lot. Very high-quality portfolio. Long-term leases.
Showing 151 to 165 of 198 entries