Crombie Real Estate Investment Trust (CRR.UN-T)

More interest rate cuts are good for it and it has a good quality base. Has a sustainable dividend.

Look at REITs for growth and momentum as we enter a rate-cutting cycle, but you want to be selective. Lots of investor enthusiasm behind the stock. Likes it going forward. Thinks momentum can continue along with rate cuts into 2025, though it won't be a one-way street up. Not a bad dividend yield.

Safe and defensive, anchored by supermarkets and major ownership by the Sobey family. Will benefit from lower interest rates. Pays a 6.5% dividend yield.

Compelling. Likes their holding of Sobeys, their core business which is doing well and growing. He doesn't own CRR yet. The dividend is safe. Likes managers. Will do well as interest rates decline.

Dividend very safe. Great job expanding portfolio from eastern Canada to western. Stable. Internal growth 2-3%. Very comfortable distribution coverage. Very defensive sector.

Safe place for investors with steady dividend. Good place for investors worried about recession. Grocery anchored retail is very safe. Inverse function of interest rates. Should appreciate if interest rates are steady. Will continue to hold. 

Bought for the defensive grocery anchor aspect, nice distribution. Bond yields were a wrecking ball. Net operating income up, occupancy just under 96%. Undemanding multiple of 11x growing at 5%. Nothing wrong with the stock, it should be fine.

It holds mostly retail that contains Sobeys and is 40% in the east coast. Empire owns 40% of this. Last week's Q2 results were below expectations due to high debt. Rent collection was 93% in July, which is positive. New buildings will be mixed-use, which is positive but COVID has delayed and made the costs higher. They have a good pipeline and Empire's backing are pluses, but she sees better opportunities in other sectors. She likes this REIT, though, and sees it as a steady eddy.