Allied Properties REIT

AP.UN-T

Analysis and Opinions about AP.UN-T

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
October 29, 2007
Extremely well managed. Goes into older building and fix them up into offices. They did do a deal in Montreal, in the Media Centre where they will make a lot of money on that. (Explains the pop). Only concern is if you think the Canadian economy is in trouble.
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Extremely well managed. Goes into older building and fix them up into offices. They did do a deal in Montreal, in the Media Centre where they will make a lot of money on that. (Explains the pop). Only concern is if you think the Canadian economy is in trouble.
TOP PICK
TOP PICK
September 27, 2007
Beam and post properties in Toronto. These are spaces that smaller companies can move to. Made some very astute acquisitions, especially one in Montreal that should increase cash flow tremendously. They really have a lock in this market.
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Beam and post properties in Toronto. These are spaces that smaller companies can move to. Made some very astute acquisitions, especially one in Montreal that should increase cash flow tremendously. They really have a lock in this market.
BUY
BUY
September 14, 2007
Post-and beam type buildings downtown Toronto, Montreal, etc.. Very good management. A slowdown in the economy could hurt them, but so far they are fine. 6% yield.
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Post-and beam type buildings downtown Toronto, Montreal, etc.. Very good management. A slowdown in the economy could hurt them, but so far they are fine. 6% yield.
BUY
BUY
September 4, 2007
Represents good value. Trading at about its NAV with a very good free cash flow yield. Doesn't think a lot of their properties in the Greater Toronto Area will exist as low-rise class I office. A lot of them will be turned into condos or rebuilt as class
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Represents good value. Trading at about its NAV with a very good free cash flow yield. Doesn't think a lot of their properties in the Greater Toronto Area will exist as low-rise class I office. A lot of them will be turned into condos or rebuilt as class
BUY
BUY
August 23, 2007
Have a great track record. Focused on the brick and beam type business. Primarily Toronto but expanding to Montreal.
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Have a great track record. Focused on the brick and beam type business. Primarily Toronto but expanding to Montreal.
BUY
BUY
August 16, 2007
A great name. The only consolidator of Class I office (industrial/manufacturing) in Canada. Good management team. Internal growth has been strong.
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A great name. The only consolidator of Class I office (industrial/manufacturing) in Canada. Good management team. Internal growth has been strong.
TOP PICK
TOP PICK
August 13, 2007
Brick and beam. Option value on downtown Toronto. They are the dominant landlord in the region which is experiencing very rapid redevelopment. Distribution is safe.
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Brick and beam. Option value on downtown Toronto. They are the dominant landlord in the region which is experiencing very rapid redevelopment. Distribution is safe.
TOP PICK
TOP PICK
July 19, 2007
Specialize in the Brick & Beam structures period they own about 25% of this space in Toronto. Feels they will grow into their FFO measurement.
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Specialize in the Brick & Beam structures period they own about 25% of this space in Toronto. Feels they will grow into their FFO measurement.
BUY
BUY
July 4, 2007
Very good REIT. Originally concentrated on the brick and beam buildings in Toronto but have expanded into Quebec and Manitoba. Can see distribution increases over the next several years. 5.8% yield.
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Very good REIT. Originally concentrated on the brick and beam buildings in Toronto but have expanded into Quebec and Manitoba. Can see distribution increases over the next several years. 5.8% yield.
BUY
BUY
June 29, 2007
Likes it. Likes the management. Risk is the tenents in the type of buildings they own.
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Likes it. Likes the management. Risk is the tenents in the type of buildings they own.
TOP PICK
TOP PICK
June 28, 2007
Has lots of properties, in the "coon" position. Rent profile is going up. Good organic growth.
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Has lots of properties, in the "coon" position. Rent profile is going up. Good organic growth.
TOP PICK
TOP PICK
June 20, 2007
The whole sector has been under pressure. Post and beam downtown office Toronto and Montreal. The market is tight and there is good demand for all their office space. Good portfolio. Payout ratio of about 89%. Growing and well managed.
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The whole sector has been under pressure. Post and beam downtown office Toronto and Montreal. The market is tight and there is good demand for all their office space. Good portfolio. Payout ratio of about 89%. Growing and well managed.
TOP PICK
TOP PICK
May 17, 2007
They take old warehouses, retrofit them for office space. Concentrated in Toronto, Vancouver and Montreal. Did a very big acquisition in Montreal. Fantastic management. Very accretive. Growth in income is about 10%. 10% distribution. Good growth potential.
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They take old warehouses, retrofit them for office space. Concentrated in Toronto, Vancouver and Montreal. Did a very big acquisition in Montreal. Fantastic management. Very accretive. Growth in income is about 10%. 10% distribution. Good growth potential.
TOP PICK
TOP PICK
May 3, 2007
Industrial complexes. Just made a large acquisition in Montreal. Growth is very favourable. Was a small cap company 3 years ago, will be a billion dollar company in a couple of years.
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Industrial complexes. Just made a large acquisition in Montreal. Growth is very favourable. Was a small cap company 3 years ago, will be a billion dollar company in a couple of years.
TOP PICK
TOP PICK
April 23, 2007
Pays 6% plus in distributions. Own a lot of beam and post properties. Likes them because it's an alternative from the main core area giving them a very different clientele. Made a big acquisition in Montreal, which has dropped the stock from $24. Great opportunity.
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Pays 6% plus in distributions. Own a lot of beam and post properties. Likes them because it's an alternative from the main core area giving them a very different clientele. Made a big acquisition in Montreal, which has dropped the stock from $24. Great opportunity.
Showing 106 to 120 of 138 entries