InterRent REIT

IIP.UN-T

Analysis and Opinions about IIP.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
October 22, 2012

Has been doing well. Feels you have to watch the balance sheet and watch what they are doing with their cash.

Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
October 22, 2012

Has been doing well. Feels you have to watch the balance sheet and watch what they are doing with their cash.

PAST TOP PICK
PAST TOP PICK
October 19, 2012

(A Top Pick Nov 11/11. Up 93.27%.) Still a lot of upside especially if you consider that they are applying for above guideline increases. Expect there is also a potential for a dividend increase.

Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
October 19, 2012

(A Top Pick Nov 11/11. Up 93.27%.) Still a lot of upside especially if you consider that they are applying for above guideline increases. Expect there is also a potential for a dividend increase.

PAST TOP PICK
PAST TOP PICK
September 17, 2012

(Top Pick Nov 11/11, Up 100.83%) Core holding. Continues to hold in funds. Continues to think it is a good investment. Still $0.50 upside.

Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
September 17, 2012

(Top Pick Nov 11/11, Up 100.83%) Core holding. Continues to hold in funds. Continues to think it is a good investment. Still $0.50 upside.

BUY WEAKNESS
BUY WEAKNESS
August 20, 2012

Apartments in Ontario. Good management. Distribution was just increased 33%. Wait for a pullback into the low $5’s.

Show full opinionHide full opinion

Apartments in Ontario. Good management. Distribution was just increased 33%. Wait for a pullback into the low $5’s.

HOLD
HOLD
August 8, 2012

This is a growth entity and has got huge identity for its size. Payout ratio is 44%.

Show full opinionHide full opinion

This is a growth entity and has got huge identity for its size. Payout ratio is 44%.

PAST TOP PICK
PAST TOP PICK
July 23, 2012
(A Top Pick Aug 23/11. Up 107.58%.) Apartments mostly in Eastern Canada. Turnaround story. Management spent a lot of money improving the property and were able to increase their rental rates by 10%. Still looking for $5.50-$5.75. Still a Hold. Dividend of 2.5% should increase and payout ratio is only about 65%.
Show full opinionHide full opinion
(A Top Pick Aug 23/11. Up 107.58%.) Apartments mostly in Eastern Canada. Turnaround story. Management spent a lot of money improving the property and were able to increase their rental rates by 10%. Still looking for $5.50-$5.75. Still a Hold. Dividend of 2.5% should increase and payout ratio is only about 65%.
BUY
BUY
July 20, 2012
This is a multifamily REIT. Probably worth $5.20-$5.50 and at these levels you would probably get a 15%-16% total return. 2.5% yield is not huge but you should see annual distribution increases.
Show full opinionHide full opinion
This is a multifamily REIT. Probably worth $5.20-$5.50 and at these levels you would probably get a 15%-16% total return. 2.5% yield is not huge but you should see annual distribution increases.
BUY
BUY
June 4, 2012
Apartment buildings, generally in the Toronto area but also across south western Ontario. Recently added to his portfolio. CEO has done a tremendous job with the new team on releasing and repositioning and creating a tremendous amount of value. Offers of return of about 14%.
Show full opinionHide full opinion
Apartment buildings, generally in the Toronto area but also across south western Ontario. Recently added to his portfolio. CEO has done a tremendous job with the new team on releasing and repositioning and creating a tremendous amount of value. Offers of return of about 14%.
PAST TOP PICK
PAST TOP PICK
May 28, 2012
(Top Pick Aug 23’11,Up 80.05 %) Still holds it and sees $5.50. Plenty of room to increase the distribution.
Show full opinionHide full opinion
(Top Pick Aug 23’11,Up 80.05 %) Still holds it and sees $5.50. Plenty of room to increase the distribution.
TOP PICK
TOP PICK
May 1, 2012
Going to be one of the beneficiaries for Trans Globe assuming it gets taken out. Small discount to asset value. Terrific job of leasing out assets.
Show full opinionHide full opinion
Going to be one of the beneficiaries for Trans Globe assuming it gets taken out. Small discount to asset value. Terrific job of leasing out assets.
BUY
BUY
April 12, 2012
Apartment REITs in Ontario. Trades at about a 10% discount to NAV with a 73% payout ratio. Likes the direction they are heading.
Show full opinionHide full opinion
Apartment REITs in Ontario. Trades at about a 10% discount to NAV with a 73% payout ratio. Likes the direction they are heading.
PAST TOP PICK
PAST TOP PICK
February 16, 2012
(Top Pick Nov 11/11, up 29.66% Total Return)
Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
February 16, 2012
(Top Pick Nov 11/11, up 29.66% Total Return)
BUY
BUY
December 21, 2011
(Market Call Minute.) Well-managed.
Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
December 21, 2011
(Market Call Minute.) Well-managed.
HOLD
HOLD
November 16, 2011
Was a cloudy picture when management bought them out. They have upgraded their portfolio. Have quite a bit in Ottawa. Gaining significantly incredibility. There is a suggestion that they will need to come out with a new issue at some point, which will increase their liquidity.
Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
November 16, 2011
Was a cloudy picture when management bought them out. They have upgraded their portfolio. Have quite a bit in Ottawa. Gaining significantly incredibility. There is a suggestion that they will need to come out with a new issue at some point, which will increase their liquidity.
TOP PICK
TOP PICK
November 11, 2011
(A Top Pick Aug 23/10. Up 15.08%.) Apartment REITs. Turnaround story with a new CEO coming in late 2009 that is focused on spending money and gussing up portfolios and trying to realize an increase in occupancy. Rates have increased by about 10% since then. They're now at the stage where they can focus on growing and making acquisitions. NAV is about $3.25. Attractive yield of 4.4% with a payout ratio below 85%.
Show full opinionHide full opinion
InterRent REIT (IIP.UN-T)
November 11, 2011
(A Top Pick Aug 23/10. Up 15.08%.) Apartment REITs. Turnaround story with a new CEO coming in late 2009 that is focused on spending money and gussing up portfolios and trying to realize an increase in occupancy. Rates have increased by about 10% since then. They're now at the stage where they can focus on growing and making acquisitions. NAV is about $3.25. Attractive yield of 4.4% with a payout ratio below 85%.
Showing 46 to 60 of 66 entries