Smart REIT (SRU.UN-T) Stock Predictions - Stockchase
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Smart REIT (SRU.UN-T)

ON STOCKCHASE SINCE Jun 2003

Formerly Calloway. Name change July 2015

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Smart REIT

SRU.UN-T

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Smart REIT (SRU.UN-T) SAVE Apr, 24, 2019, 5:38 pm

33.89 0.01 (0.03%)

What the experts are saying about SRU.UN-T



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PAST TOP PICK
Smart REIT(SRU.UN-T) 

March 28, 2019

(A Top Pick Apr 05/18, Up 25%) An example of a name in retail. Around 60% Ontario and the rest around the country. Now growth might be muted. He would still buy it for the yield.
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(A Top Pick Apr 05/18, Up 25%) An example of a name in retail. Around 60% Ontario and the rest around the country. Now growth might be muted. He would still buy it for the yield.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$34.960
Owned Owned
Yes

BUY
Smart REIT(SRU.UN-T) 

February 12, 2019

Loves it. Has long owned it. The typical Canadian has been in 3 of 4 of the stores they own in the last month. Very well-diversified. The death of retail (malls) has passed them well, and Smart has performed well.
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Loves it. Has long owned it. The typical Canadian has been in 3 of 4 of the stores they own in the last month. Very well-diversified. The death of retail (malls) has passed them well, and Smart has performed well.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$33.550
Owned Owned
Yes

BUY on WEAKNESS
Smart REIT(SRU.UN-T) 

December 5, 2018

An exceptional company with great leadership. In a meeting with the Chairman a few days ago he sees a very forward thinking team. Walmart is their biggest tenant – the only retailer to compete effectively against Amazon. At its current NAV it is worth waiting to buy on weakness.
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An exceptional company with great leadership. In a meeting with the Chairman a few days ago he sees a very forward thinking team. Walmart is their biggest tenant – the only retailer to compete effectively against Amazon. At its current NAV it is worth waiting to buy on weakness.
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Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$31.630
Owned Owned
No

TOP PICK
Smart REIT(SRU.UN-T) 

July 31, 2018

Yes, it’s retail, but best in class. Trades at 15x earnings, which is cheap. Spectacular management. Anchors for Walmart, which is doing well against Amazons of the world. Aggressive development in Toronto. Best tenants and assets. Diversifying and creating more margin. Yield is 5.8%. (Analysts’ price target is $32.61.)

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Yes, it’s retail, but best in class. Trades at 15x earnings, which is cheap. Spectacular management. Anchors for Walmart, which is doing well against Amazons of the world. Aggressive development in Toronto. Best tenants and assets. Diversifying and creating more margin. Yield is 5.8%. (Analysts’ price target is $32.61.)

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$30.340
Owned Owned
Yes

DON'T BUY
Smart REIT(SRU.UN-T) 

July 4, 2018

He does not presently hold any REITs today.  It is consumer retail sales orientated and is interest rate sensitive.  He is leery of both of these fundamental drivers.  

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He does not presently hold any REITs today.  It is consumer retail sales orientated and is interest rate sensitive.  He is leery of both of these fundamental drivers.  

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Norman Levine

Managing D, Portfolio Management...

Price Price
$30.120
Owned Owned
No

DON'T BUY
Smart REIT(SRU.UN-T) 

July 3, 2018

There is a lot of debate about the REIT sector.  He is not at the point where he thinks it is time to step in.  There is a lot of competition in the holding of retail assets and with the potential of retail shop closures.  He owns WPT-T instead, which is more warehouse related.     

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There is a lot of debate about the REIT sector.  He is not at the point where he thinks it is time to step in.  There is a lot of competition in the holding of retail assets and with the potential of retail shop closures.  He owns WPT-T instead, which is more warehouse related.     

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$30.750
Owned Owned
No

BUY
Smart REIT(SRU.UN-T) 

May 29, 2018

Mitch Goldhar was the founder who transformed SMART, the main landlord for Walmart. He's come back to execute and go up against Amazon. They are doing an amazing development north of Toronto. This has a chance to grow. It has one of the best lead tenants--a good anchor. It's best in class and a core holding for him. He really likes this.

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Mitch Goldhar was the founder who transformed SMART, the main landlord for Walmart. He's come back to execute and go up against Amazon. They are doing an amazing development north of Toronto. This has a chance to grow. It has one of the best lead tenants--a good anchor. It's best in class and a core holding for him. He really likes this.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$29.290
Owned Owned
Yes

COMMENT
Smart REIT(SRU.UN-T) 

May 16, 2018

Which sector should I invest in: banks, REITs or pipelines? Banks. They have an oligopoly, earn steady profits, and have exposure to overseaS markets. But diversify. REITs have been neglected for many years due to exaggerated fears about a retail collapse (that Amazon will devour everyone). Retail REITs are trading below book value but have a low beta of 0.6. So, this is not a bad place to start in REITs.

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Which sector should I invest in: banks, REITs or pipelines? Banks. They have an oligopoly, earn steady profits, and have exposure to overseaS markets. But diversify. REITs have been neglected for many years due to exaggerated fears about a retail collapse (that Amazon will devour everyone). Retail REITs are trading below book value but have a low beta of 0.6. So, this is not a bad place to start in REITs.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$28.610
Owned Owned
Unknown

TOP PICK
Smart REIT(SRU.UN-T) 

April 5, 2018

Has 32 million sq. ft. of retail space, 60% in Ontario. The whole retail challenge remains, but he sees the pendulum swinging back (to some degree) back to brick-and-mortar. Pays over 6% dividend. (Analysts' price target $34)

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Has 32 million sq. ft. of retail space, 60% in Ontario. The whole retail challenge remains, but he sees the pendulum swinging back (to some degree) back to brick-and-mortar. Pays over 6% dividend. (Analysts' price target $34)

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$29.520
Owned Owned
Yes

BUY
Smart REIT(SRU.UN-T) 

March 28, 2018

 He thinks management has done a great job.  Walmart represents about 22% of their revenues.  They have a great new development just north of Toronto.  Very good managers with a 6% yield.  They have room to develop existing properties in areas where real estate values have increased. 

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 He thinks management has done a great job.  Walmart represents about 22% of their revenues.  They have a great new development just north of Toronto.  Very good managers with a 6% yield.  They have room to develop existing properties in areas where real estate values have increased. 

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$29.030
Owned Owned
Yes

BUY
Smart REIT(SRU.UN-T) 

February 24, 2017

A very well-managed REIT. Has a portfolio of basically Walmart anchored tenants for its plazas. Has a good development team in place, so he expects they will continue to see growth. Very reasonable dividend at just over 5%. A name that you could buy over the next several years.

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A very well-managed REIT. Has a portfolio of basically Walmart anchored tenants for its plazas. Has a good development team in place, so he expects they will continue to see growth. Very reasonable dividend at just over 5%. A name that you could buy over the next several years.

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Bill Shaw

Partner & , Exponent Investment ...

Price Price
$33.450
Owned Owned
Unknown

TOP PICK
Smart REIT(SRU.UN-T) 

November 17, 2016

Walmart anchored properties. The stock came off sharply as their earnings weren’t as exciting and didn’t show as much growth. It is true that retail will see a little bit of pressure as consumers are deleveraging, but his view is that in the $30 range, this is a very attractive price. Where are people going to go to shop? They are going to go to Walmart and the areas around there. Yield of 5.66%. (Analysts’ price target is $36.13.)

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Walmart anchored properties. The stock came off sharply as their earnings weren’t as exciting and didn’t show as much growth. It is true that retail will see a little bit of pressure as consumers are deleveraging, but his view is that in the $30 range, this is a very attractive price. Where are people going to go to shop? They are going to go to Walmart and the areas around there. Yield of 5.66%. (Analysts’ price target is $36.13.)

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$30.030
Owned Owned
Yes

COMMENT
Smart REIT(SRU.UN-T) 

September 8, 2016

REITs have had a big rally this year. Part of it is lower rates, but the other part is that they are no longer going to be under Finance, but will have their own sector. Now that we are approaching that date, he feels that some investors are taking profits, and this one may have been more affected more than others. A very well-managed company. Very expensive, trading at a premium to NAV. He really likes their operations.

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REITs have had a big rally this year. Part of it is lower rates, but the other part is that they are no longer going to be under Finance, but will have their own sector. Now that we are approaching that date, he feels that some investors are taking profits, and this one may have been more affected more than others. A very well-managed company. Very expensive, trading at a premium to NAV. He really likes their operations.

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Steve Belisle

Senior Por, Manulife Asset Manag...

Price Price
$36.060
Owned Owned
Unknown

COMMENT
Smart REIT(SRU.UN-T) 

September 2, 2016

He likes this company. While there are pressures in the retail market, he doesn’t think they are affecting the Walmart centres. This also has a very capable development arm giving them growth. The combination of stability and growth is a winning combination.

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He likes this company. While there are pressures in the retail market, he doesn’t think they are affecting the Walmart centres. This also has a very capable development arm giving them growth. The combination of stability and growth is a winning combination.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$35.620
Owned Owned
Yes

BUY
Smart REIT(SRU.UN-T) 

July 28, 2016

(Market Call Minute) Well diversified good management team, decent yield and good payout ratio. 

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(Market Call Minute) Well diversified good management team, decent yield and good payout ratio. 

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$38.150
Owned Owned
Unknown

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