Allied Properties REIT

AP.UN-T

Analysis and Opinions about AP.UN-T

Signal
Opinion
Expert
BUY
BUY
April 11, 2007
Just did a secondary issue to buy some Montreal properties. About 3.5 million square feet of post and beam offices. Has been relatively moderate in debt.
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Just did a secondary issue to buy some Montreal properties. About 3.5 million square feet of post and beam offices. Has been relatively moderate in debt.
TOP PICK
TOP PICK
April 3, 2007
The only consolidator of Class I offices, so is able to buy properties at higher cap rates and grow very accretive age. Excellent management. Good price.
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The only consolidator of Class I offices, so is able to buy properties at higher cap rates and grow very accretive age. Excellent management. Good price.
TOP PICK
TOP PICK
March 19, 2007
Recently made a major transaction of Montreal and, in the next couple of years, are about to turn themselves into a billion$ company. Fundamentals are fantastic. Debt is very cheap at 5.5% and they are getting 7.5% to 8.5% yield.
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Recently made a major transaction of Montreal and, in the next couple of years, are about to turn themselves into a billion$ company. Fundamentals are fantastic. Debt is very cheap at 5.5% and they are getting 7.5% to 8.5% yield.
BUY
BUY
February 16, 2007
Focused on class I office buildings, primarily in Toronto but also in Quebec City, Montreal and Winnipeg. These are buildings that used to be industrial but converted to professional services.
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Focused on class I office buildings, primarily in Toronto but also in Quebec City, Montreal and Winnipeg. These are buildings that used to be industrial but converted to professional services.
BUY
BUY
February 8, 2007
An interesting REIT in that it has cornered the market in industrial real estate to be turned into attractive properties. Have a very nice portfolio. 5.3% yield and a 10% distribution.
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An interesting REIT in that it has cornered the market in industrial real estate to be turned into attractive properties. Have a very nice portfolio. 5.3% yield and a 10% distribution.
BUY
BUY
January 19, 2007
A fantastic REIT. A niche consolidator with no one else in their space. Delivered consistent unit price appreciation. Distribution increases.
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A fantastic REIT. A niche consolidator with no one else in their space. Delivered consistent unit price appreciation. Distribution increases.
HOLD
HOLD
November 21, 2006
A niche acquirer of Class I office space. Excellent name. Great management. Low leverage.
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A niche acquirer of Class I office space. Excellent name. Great management. Low leverage.
TOP PICK
TOP PICK
August 8, 2006
Owner of warehouses converted into offices. Own about 37 properties in Toronto and Montreal. Just made a large acquisition into Quebec city. Excellent managers. 98% payout. There is room for distribution growth.
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Owner of warehouses converted into offices. Own about 37 properties in Toronto and Montreal. Just made a large acquisition into Quebec city. Excellent managers. 98% payout. There is room for distribution growth.
TOP PICK
TOP PICK
December 29, 2005
One of the smaller REITs. Class i buildings, i.e. brick and beam, in the Toronto, Montréal and Quebec areas. They renovate old buildings into office quarters. The payout ratio is hovering around 100% which is a good ratio. Yield is about 7%.
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One of the smaller REITs. Class i buildings, i.e. brick and beam, in the Toronto, Montréal and Quebec areas. They renovate old buildings into office quarters. The payout ratio is hovering around 100% which is a good ratio. Yield is about 7%.
TOP PICK
TOP PICK
December 16, 2005
Older warehouse type properties converted into offices. Pays 7%. Very responsibly managed. Growing by acquisition. Distribution is about 94% of their AFFO so a very sustainable income.
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Older warehouse type properties converted into offices. Pays 7%. Very responsibly managed. Growing by acquisition. Distribution is about 94% of their AFFO so a very sustainable income.
TOP PICK
TOP PICK
May 12, 2005
Markets are acting very nervous, so all his picks tonight are defensive and "real quality". Pays about 8%. Have announced some very good numbers. 99% leased at the moment. Well managed. Conservative.
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Markets are acting very nervous, so all his picks tonight are defensive and "real quality". Pays about 8%. Have announced some very good numbers. 99% leased at the moment. Well managed. Conservative.
BUY
BUY
April 1, 2005
One of the smaller, if not the smallest, REIT in the market. Have a very boutique type strategy. Focused on the I class buildings. Likes the prospect of growth.
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One of the smaller, if not the smallest, REIT in the market. Have a very boutique type strategy. Focused on the I class buildings. Likes the prospect of growth.
HOLD
HOLD
March 18, 2005
Focused on the Toronto market and class B real estate. Have quite a strong niche. Recently announced a plan to expand into the Montreal market. A good little trust. A little bit ahead of itself. Would take some profits if you own.
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Focused on the Toronto market and class B real estate. Have quite a strong niche. Recently announced a plan to expand into the Montreal market. A good little trust. A little bit ahead of itself. Would take some profits if you own.
BUY
BUY
February 25, 2005
Have just started buying. A niche player in the REIT area, owning I-class (industrial) properties. Not much competition. Looking to expand geographically in other areas.
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Have just started buying. A niche player in the REIT area, owning I-class (industrial) properties. Not much competition. Looking to expand geographically in other areas.
BUY
BUY
February 22, 2005
Results have been OK. Has been performing fairly steadily.
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Results have been OK. Has been performing fairly steadily.
Showing 121 to 135 of 138 entries