OneREIT

ONR.UN-T

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about ONR.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
February 10, 2012
Involved with Smart Centers and share some management with Calloway (CWT.UN-T). There are always questions on this and their very high payout ratio. This is still a caveat emptor. Feels it is a survivor but is high risk.
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OneREIT (ONR.UN-T)
February 10, 2012
Involved with Smart Centers and share some management with Calloway (CWT.UN-T). There are always questions on this and their very high payout ratio. This is still a caveat emptor. Feels it is a survivor but is high risk.
HOLD
HOLD
January 6, 2012
Has been evolving for quite a while. Came from a period where it was phenomenally unpopular but it always had one significant feature, important investors. Unique feature of smaller shopping centers. Very high yield.
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OneREIT (ONR.UN-T)
January 6, 2012
Has been evolving for quite a while. Came from a period where it was phenomenally unpopular but it always had one significant feature, important investors. Unique feature of smaller shopping centers. Very high yield.
PAST TOP PICK
PAST TOP PICK
December 21, 2011
(A Top Pick Jan 18/11. Up 5.15%.) Still likes it but he sold most of his position. Has a very nice distribution of 8.6%. They are overpaying their distribution but he believes they are going to grow into it. There was some disappointment when only one of their 8 Zellers’ stores was picked up by Target.
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OneREIT (ONR.UN-T)
December 21, 2011
(A Top Pick Jan 18/11. Up 5.15%.) Still likes it but he sold most of his position. Has a very nice distribution of 8.6%. They are overpaying their distribution but he believes they are going to grow into it. There was some disappointment when only one of their 8 Zellers’ stores was picked up by Target.
HOLD
HOLD
November 16, 2011
The problem is that the payout ratio is extremely high. The owners are such that they are probably going to let that happen and just gradually try to make it work. Good management. Constantly improving.
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OneREIT (ONR.UN-T)
November 16, 2011
The problem is that the payout ratio is extremely high. The owners are such that they are probably going to let that happen and just gradually try to make it work. Good management. Constantly improving.
DON'T BUY
DON'T BUY
October 21, 2011
They own B and C quality retail assets. Leverage is too high and distribution is not sustainable at its current level.
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OneREIT (ONR.UN-T)
October 21, 2011
They own B and C quality retail assets. Leverage is too high and distribution is not sustainable at its current level.
BUY
BUY
September 26, 2011
Shopping space, secondary market. Good yield of over 10%. Larger, more liquid names have retained their values but the smaller ones like this had a drop in unit prices. Has been overdone.
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OneREIT (ONR.UN-T)
September 26, 2011
Shopping space, secondary market. Good yield of over 10%. Larger, more liquid names have retained their values but the smaller ones like this had a drop in unit prices. Has been overdone.
DON'T BUY
DON'T BUY
August 4, 2011
Tier 2 or Tier 3 retail REIT in Canada. Significantly over distributing and are over levered. Strong management. There are better places to be.
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OneREIT (ONR.UN-T)
August 4, 2011
Tier 2 or Tier 3 retail REIT in Canada. Significantly over distributing and are over levered. Strong management. There are better places to be.
COMMENT
COMMENT
July 14, 2011
New management has done a great job re-organizing and growing this REIT. Most analysts are fairly positive on the story.
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OneREIT (ONR.UN-T)
July 14, 2011
New management has done a great job re-organizing and growing this REIT. Most analysts are fairly positive on the story.
BUY
BUY
July 6, 2011
Real estate is a great space to be in. In his relative strength ranking, it is reasonably defensive. Chart shows a great upward trend and is now forming a base. Pretty safe to pick this up now.
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OneREIT (ONR.UN-T)
July 6, 2011
Real estate is a great space to be in. In his relative strength ranking, it is reasonably defensive. Chart shows a great upward trend and is now forming a base. Pretty safe to pick this up now.
PAST TOP PICK
PAST TOP PICK
June 21, 2011
(A Top Pick Jan 18/11. Up 11.78%.) Juicy yield of about 7.5%. Have a number of properties where there is an opportunity to redevelop and expand into higher-quality properties.
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OneREIT (ONR.UN-T)
June 21, 2011
(A Top Pick Jan 18/11. Up 11.78%.) Juicy yield of about 7.5%. Have a number of properties where there is an opportunity to redevelop and expand into higher-quality properties.
BUY
BUY
June 8, 2011
Quality of assets is not great but quality of management is superb. Not a lot of confidence in the distribution. Be patient. Distributions are essentially return of capital.
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OneREIT (ONR.UN-T)
June 8, 2011
Quality of assets is not great but quality of management is superb. Not a lot of confidence in the distribution. Be patient. Distributions are essentially return of capital.
BUY
BUY
May 30, 2011
Very closely related to the management of Calloway (CWT.UN-T). For the right person, it’s a good source of income and he thinks it’s going to stand. (?) Have diversified their product a bit.
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OneREIT (ONR.UN-T)
May 30, 2011
Very closely related to the management of Calloway (CWT.UN-T). For the right person, it’s a good source of income and he thinks it’s going to stand. (?) Have diversified their product a bit.
PAST TOP PICK
PAST TOP PICK
May 3, 2011
(A Top Pick March 14/11. Up 6.44%.) Commercial leasing company. Owns malls with a lot of Zellers stores. This is a way of playing Target moving to Canada.
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OneREIT (ONR.UN-T)
May 3, 2011
(A Top Pick March 14/11. Up 6.44%.) Commercial leasing company. Owns malls with a lot of Zellers stores. This is a way of playing Target moving to Canada.
BUY
BUY
March 22, 2011
This is one that has improved a huge amount in the last couple of years. Used to be a disaster. Some shareholders took control and put executives in, so there are quality real estate people involved. Well-managed, sold some properties. They have some Zellers stores, which is a good thing because of Target. You would want to add to it. Almost 8%
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OneREIT (ONR.UN-T)
March 22, 2011
This is one that has improved a huge amount in the last couple of years. Used to be a disaster. Some shareholders took control and put executives in, so there are quality real estate people involved. Well-managed, sold some properties. They have some Zellers stores, which is a good thing because of Target. You would want to add to it. Almost 8%
TOP PICK
TOP PICK
March 14, 2011
Have a preponderance of Zellers stores. His feeling is that it is the way to play Target coming to Canada. Real Estate investment trusts are the way to go because Canadian Real Estate is stlll under valued compared to to others.
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OneREIT (ONR.UN-T)
March 14, 2011
Have a preponderance of Zellers stores. His feeling is that it is the way to play Target coming to Canada. Real Estate investment trusts are the way to go because Canadian Real Estate is stlll under valued compared to to others.
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