Artis Real Estate Investment Trust

AX.UN-T

Analysis and Opinions about AX.UN-T

Signal
Opinion
Expert
BUY
BUY
September 14, 2007
Stock price has held up very well. There is expectation that someone, including Dundee (D.UN-T) will take them over. Have a lot of Alberta properties.
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Stock price has held up very well. There is expectation that someone, including Dundee (D.UN-T) will take them over. Have a lot of Alberta properties.
PAST TOP PICK
PAST TOP PICK
August 16, 2007
(A Top Pick Nov 21/06. Up .08%.) They continue to deliver on the B assets in A locations in western Canada and A assets in B locations. 40% of their portfolio comes up for renewal in the next 3 years. A good entry point.
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(A Top Pick Nov 21/06. Up .08%.) They continue to deliver on the B assets in A locations in western Canada and A assets in B locations. 40% of their portfolio comes up for renewal in the next 3 years. A good entry point.
TOP PICK
TOP PICK
July 4, 2007
70% cash flow coming from western Canada. Excellent management team. Focus on class B buildings in secondary cities, but recently made an acquisition of a good building in Calgary. Looking for distribution increases over the next couple of years as many of their “in-place rents” are below current market and will be raised on renewals.
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70% cash flow coming from western Canada. Excellent management team. Focus on class B buildings in secondary cities, but recently made an acquisition of a good building in Calgary. Looking for distribution increases over the next couple of years as many of their “in-place rents” are below current market and will be raised on renewals.
BUY
BUY
June 29, 2007
Enthusiastic supporter of Artis Reit. Focused on western Canada. 40% of their portfolio is up for maturity in the next 3 years and they are probably anywhere from 30 to 50% below market. Significant internal growth potential. In this pullback they are buyers.
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Enthusiastic supporter of Artis Reit. Focused on western Canada. 40% of their portfolio is up for maturity in the next 3 years and they are probably anywhere from 30 to 50% below market. Significant internal growth potential. In this pullback they are buyers.
HOLD
HOLD
June 20, 2007
Huge Alberta play with secondary quality product. Depends on the economy stained really strong. Recently made a series of acquisitions of higher-quality properties.
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Huge Alberta play with secondary quality product. Depends on the economy stained really strong. Recently made a series of acquisitions of higher-quality properties.
COMMENT
COMMENT
May 7, 2007
Big in Alberta. A lot of relatively new properties with leases below spot market. Good optimism for them to jump yields if Alberta stays strong. Fairly good yield.
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Big in Alberta. A lot of relatively new properties with leases below spot market. Good optimism for them to jump yields if Alberta stays strong. Fairly good yield.
TOP PICK
TOP PICK
May 5, 2007
Have a really good portfolio put together. 40% is coming up for renewal in 2 years, of which 2/3 is in Calgary in particular. Is currently being leased significantly cheaper then the current rates in the market.
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Have a really good portfolio put together. 40% is coming up for renewal in 2 years, of which 2/3 is in Calgary in particular. Is currently being leased significantly cheaper then the current rates in the market.
TOP PICK
TOP PICK
April 13, 2007
Retail, industrial and office. 60% of properties are in Alberta.
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Retail, industrial and office. 60% of properties are in Alberta.
PAST TOP PICK
PAST TOP PICK
April 3, 2007
(A Top Pick Nov 21/06. Up 10%.) (Formerly Westfield (WFD.UN-T).) Starting to really generate significant internal cash flow growth. Expecting significant upside.
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(A Top Pick Nov 21/06. Up 10%.) (Formerly Westfield (WFD.UN-T).) Starting to really generate significant internal cash flow growth. Expecting significant upside.
BUY
BUY
March 20, 2007
About two thirds of their operating income comes from Alberta. There have been some big rent increases as rents roll over. Strong management.
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About two thirds of their operating income comes from Alberta. There have been some big rent increases as rents roll over. Strong management.
BUY
BUY
March 19, 2007
Focused office and industrial in Alberta and had a good run last year. Has done a good job of initiating acquisitions. Wouldn't be surprised if it has a better year than what the sector dies.
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Focused office and industrial in Alberta and had a good run last year. Has done a good job of initiating acquisitions. Wouldn't be surprised if it has a better year than what the sector dies.
TOP PICK
TOP PICK
February 16, 2007
Commercial diversified in office, industrial and retail. Focused on markets west of Manitoba and up to the eastern edge of B. C. Strategy is to own primary assets in secondary markets or secondary assets in primary markets. Generated fantastic returns. Great management.
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Commercial diversified in office, industrial and retail. Focused on markets west of Manitoba and up to the eastern edge of B. C. Strategy is to own primary assets in secondary markets or secondary assets in primary markets. Generated fantastic returns. Great management.
Showing 241 to 252 of 252 entries