OneREIT

ONR.UN-T

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

Analysis and Opinions about ONR.UN-T

Signal
Opinion
Expert
BUY
BUY
March 10, 2011
This was in terrible shape. They sold some properties and added some properties. Very good management. It’s a good source of yield. Slightly risky. Bit too high of a payout ratio but thinks are improving.
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OneREIT (ONR.UN-T)
March 10, 2011
This was in terrible shape. They sold some properties and added some properties. Very good management. It’s a good source of yield. Slightly risky. Bit too high of a payout ratio but thinks are improving.
BUY
BUY
February 4, 2011
Have been taken over by a group out of Calloway REIT (CWT.UN-T). Have sold some properties. Lots of warts but very credible management. Very high yield.
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OneREIT (ONR.UN-T)
February 4, 2011
Have been taken over by a group out of Calloway REIT (CWT.UN-T). Have sold some properties. Lots of warts but very credible management. Very high yield.
TOP PICK
TOP PICK
January 18, 2011
(Top Pick Nov 5/10, Up 4.92%) Only have 5 Zellers, but are the largest beneficiary of the Target conversion. Zellers is the highest percentage of rent of any company. At least 4 of the stores will convert to Target. New CEO from Smart Centers. Have re-development opportunities. A good yield (>8%)
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OneREIT (ONR.UN-T)
January 18, 2011
(Top Pick Nov 5/10, Up 4.92%) Only have 5 Zellers, but are the largest beneficiary of the Target conversion. Zellers is the highest percentage of rent of any company. At least 4 of the stores will convert to Target. New CEO from Smart Centers. Have re-development opportunities. A good yield (>8%)
COMMENT
COMMENT
January 7, 2011
You should count on the multiple being flat and about 14-15 times. Significantly over distributing but doesn’t see it being cut any time soon.
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OneREIT (ONR.UN-T)
January 7, 2011
You should count on the multiple being flat and about 14-15 times. Significantly over distributing but doesn’t see it being cut any time soon.
WATCH
WATCH
December 2, 2010
Some properties are in very old malls that need a lot of work and CapX. Speculation that a larger REIT would take it over. He’ll Watch to see if management can revitalize some of the older properties, get new tenants and increase the cash flow.
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OneREIT (ONR.UN-T)
December 2, 2010
Some properties are in very old malls that need a lot of work and CapX. Speculation that a larger REIT would take it over. He’ll Watch to see if management can revitalize some of the older properties, get new tenants and increase the cash flow.
DON'T BUY
DON'T BUY
November 17, 2010
Management recently turned over. Not particularly strong assets. Over distributing materially. Their leverage is a little high for his liking. 8.6%.
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OneREIT (ONR.UN-T)
November 17, 2010
Management recently turned over. Not particularly strong assets. Over distributing materially. Their leverage is a little high for his liking. 8.6%.
TOP PICK
TOP PICK
November 5, 2010
Value-add component to it. High yield so you get paid while you wait. Have a couple of properties with re-development potential that potentially support the valuation of the share price today.
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OneREIT (ONR.UN-T)
November 5, 2010
Value-add component to it. High yield so you get paid while you wait. Have a couple of properties with re-development potential that potentially support the valuation of the share price today.
WEAK BUY
WEAK BUY
October 7, 2010
High payout ratio. A lot of questions so don't put a lot of money in it. Caveat emptor.
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OneREIT (ONR.UN-T)
October 7, 2010
High payout ratio. A lot of questions so don't put a lot of money in it. Caveat emptor.
DON'T BUY
DON'T BUY
January 19, 2010
CEO of Smart Centers (24% stake in Calloway REIT) sold assets to RMM and took back a stake. Thought was he would transform RMM. But it does not have same quality of assets, diversity or mass as Calloway. He is skeptical. He bought the convert.
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OneREIT (ONR.UN-T)
January 19, 2010
CEO of Smart Centers (24% stake in Calloway REIT) sold assets to RMM and took back a stake. Thought was he would transform RMM. But it does not have same quality of assets, diversity or mass as Calloway. He is skeptical. He bought the convert.
HOLD
HOLD
July 13, 2009
(Market Call Minute.) Interesting things happening.
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OneREIT (ONR.UN-T)
July 13, 2009
(Market Call Minute.) Interesting things happening.
COMMENT
COMMENT
June 9, 2009
Winner of the year on performance being up 94% year-to-date. Shopping centres across the country. Payout ratio is quite sustainable at 180%. Has struggled for a long time. Some very knowledgeable people got involved. Good management. Tough situation.
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OneREIT (ONR.UN-T)
June 9, 2009
Winner of the year on performance being up 94% year-to-date. Shopping centres across the country. Payout ratio is quite sustainable at 180%. Has struggled for a long time. Some very knowledgeable people got involved. Good management. Tough situation.
SELL
SELL
March 17, 2009
(Market Call Minute.) Poor quality assets. Weaker markets.
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OneREIT (ONR.UN-T)
March 17, 2009
(Market Call Minute.) Poor quality assets. Weaker markets.
DON'T BUY
DON'T BUY
June 12, 2008
Recent transaction where Smart Centres sold them a number of assets at about a 9% cash flow yield. Improves the quality of their portfolio and provides an avenue of growth for them. Real Estate in this REIT is definitely not of the best quality. A lot of management turnover.
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OneREIT (ONR.UN-T)
June 12, 2008
Recent transaction where Smart Centres sold them a number of assets at about a 9% cash flow yield. Improves the quality of their portfolio and provides an avenue of growth for them. Real Estate in this REIT is definitely not of the best quality. A lot of management turnover.
PAST TOP PICK
PAST TOP PICK
January 21, 2008
(A Top Pick Mar 2/07. Down “total return” 22.2%.) Had gone through the last year without following through on promises they made to investors, including a stock buyback program and better cash flow numbers. Trades at a significant discount to its net asset value. A “deep value” play at this point.
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OneREIT (ONR.UN-T)
January 21, 2008
(A Top Pick Mar 2/07. Down “total return” 22.2%.) Had gone through the last year without following through on promises they made to investors, including a stock buyback program and better cash flow numbers. Trades at a significant discount to its net asset value. A “deep value” play at this point.
SELL
SELL
January 14, 2008
(Market Call Minute.) A broken REIT that is dying a slow and painful death.
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OneREIT (ONR.UN-T)
January 14, 2008
(Market Call Minute.) A broken REIT that is dying a slow and painful death.
Showing 46 to 60 of 75 entries