Allied Properties REIT

AP.UN-T

Analysis and Opinions about AP.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
August 8, 2012

This is a unique Canadian REIT that has wonderful assets in major cities, Montréal and Toronto particularly that are very well located. Doing a join venture with RioCan (REI.UN-T) which is progressive and positive. Stock has moved a lot and is pricey, but over time you will do well because they are doing the right stuff. If you are a long-term investor, this is a Buy.

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This is a unique Canadian REIT that has wonderful assets in major cities, Montréal and Toronto particularly that are very well located. Doing a join venture with RioCan (REI.UN-T) which is progressive and positive. Stock has moved a lot and is pricey, but over time you will do well because they are doing the right stuff. If you are a long-term investor, this is a Buy.

HOLD
HOLD
July 24, 2012
Likes it but doesn't own it. 4.3% dividend. You can hold this for the distribution and its long-term growth.
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Likes it but doesn't own it. 4.3% dividend. You can hold this for the distribution and its long-term growth.
HOLD
HOLD
July 23, 2012
Owns Class I industrial type properties, brick/beam type office buildings across Canada. Their national market share is 20%. Great management. Expects in the next 3, 4, 5 years, they will be really focusing on unlocking some development potential. Once they undertake take this, they could potentially add $3-$4 to the stock.
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Owns Class I industrial type properties, brick/beam type office buildings across Canada. Their national market share is 20%. Great management. Expects in the next 3, 4, 5 years, they will be really focusing on unlocking some development potential. Once they undertake take this, they could potentially add $3-$4 to the stock.
TOP PICK
TOP PICK
May 25, 2012
Converted industrial brick and beam buildings in Toronto, Montréal and Winnipeg. Just started expanding out West with 15% of their buildings in Vancouver, Edmonton and Calgary. Given that they are 50% cheaper than the traditional office space, they are quite defensive. 4.7% yield.
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Converted industrial brick and beam buildings in Toronto, Montréal and Winnipeg. Just started expanding out West with 15% of their buildings in Vancouver, Edmonton and Calgary. Given that they are 50% cheaper than the traditional office space, they are quite defensive. 4.7% yield.
BUY
BUY
November 30, 2011
All of the REITs have been a good place to be. Have benefited from cost of capital coming down and locking in at very low interest rates and leases have been very strong. Have about 26% of their lease portfolio coming due by 2013 at 8% below market prices. Trading little bit pricier than competition but their growth is worth it.
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All of the REITs have been a good place to be. Have benefited from cost of capital coming down and locking in at very low interest rates and leases have been very strong. Have about 26% of their lease portfolio coming due by 2013 at 8% below market prices. Trading little bit pricier than competition but their growth is worth it.
PAST TOP PICK
PAST TOP PICK
October 21, 2011
(A Top Pick Aug 20/10. Up 18.07%. )
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(A Top Pick Aug 20/10. Up 18.07%. )
BUY
BUY
November 17, 2010
Worth between $22-$23 right now. 10% all in return, then material upside in the next 3-4 years. Short-term volatility. Distribution is sustainable. Management has a proven track record.
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Worth between $22-$23 right now. 10% all in return, then material upside in the next 3-4 years. Short-term volatility. Distribution is sustainable. Management has a proven track record.
BUY
BUY
November 5, 2010
Focus is historical or heritage real estate. King and Spedina, Batherst and King, areas of Toronto. Likes the name. Intrigued about their venture into data centers – high return per square foot / expensive to operate. He hopes they will do more of this.
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Focus is historical or heritage real estate. King and Spedina, Batherst and King, areas of Toronto. Likes the name. Intrigued about their venture into data centers – high return per square foot / expensive to operate. He hopes they will do more of this.
PAST TOP PICK
PAST TOP PICK
October 21, 2010
(Top Pick Oct 9/09, Up 49.08%)
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(Top Pick Oct 9/09, Up 49.08%)
TOP PICK
TOP PICK
August 20, 2010
Buy Class I office buildings (brick and beam) in Toronto, Montreal, Quebec and Calgary. Great management and great assets and a very strong cash flow. This quarter and next will be rocky because of occupancy issues. Under $20 is a great buying opportunity.
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Buy Class I office buildings (brick and beam) in Toronto, Montreal, Quebec and Calgary. Great management and great assets and a very strong cash flow. This quarter and next will be rocky because of occupancy issues. Under $20 is a great buying opportunity.
BUY
BUY
June 18, 2010
It’s post and beam, rebuilds in the middle of cities. Down town, lot in Toronto, Montreal. Low payout ratio. Debt is relatively low. Have small tenants, short leases and some tenants aren’t the best of quality. Interesting management.
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It’s post and beam, rebuilds in the middle of cities. Down town, lot in Toronto, Montreal. Low payout ratio. Debt is relatively low. Have small tenants, short leases and some tenants aren’t the best of quality. Interesting management.
BUY
BUY
May 17, 2010
Disappointed a little bit on their last numbers but are an excellent group. Have done well on their Montreal properties. About 91% payout ratio. Might be in for a period of a small correction right now but doesn't expect any serious trouble.
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Disappointed a little bit on their last numbers but are an excellent group. Have done well on their Montreal properties. About 91% payout ratio. Might be in for a period of a small correction right now but doesn't expect any serious trouble.
PAST TOP PICK
PAST TOP PICK
April 28, 2010
(A Top Pick June 3/09. Up 45.5% excluding distributions.) Still a Buy.
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(A Top Pick June 3/09. Up 45.5% excluding distributions.) Still a Buy.
BUY
BUY
March 17, 2010
Brick and beam office buildings in Toronto, Montreal and Quebec city. Distributions will not be increased in 2010.
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Brick and beam office buildings in Toronto, Montreal and Quebec city. Distributions will not be increased in 2010.
PAST TOP PICK
PAST TOP PICK
February 16, 2010
(Top Pick Jul 3/09, Up 57.95%) Aren’t buying any more but still like it.
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(Top Pick Jul 3/09, Up 57.95%) Aren’t buying any more but still like it.
Showing 61 to 75 of 138 entries