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Smart REIT (SRU.UN-T)

ON STOCKCHASE SINCE Jun 2003

Formerly Calloway. Name change July 2015

investment companies/funds

Smart REIT
SRU.UN-T

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What the experts are saying about SRU.UN-T

Signal	Opinion	Expert
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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Mike S. Newton, Director &, Scotia Wealth Manage... Price $33.550 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Joshua Varghese Portfolio , Signature Global Ass... Price $31.630 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.) investment companies/funds 0 0 0 0 0 0 comments	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.) investment companies/funds 0 0 0 0 0 0 comments Paul Gardner, C Partner an, Avenue Investment Ma... Price $30.340 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $30.120 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $30.750 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Paul Gardner, C Partner an, Avenue Investment Ma... Price $29.290 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $28.610 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) investment companies/funds 0 0 0 0 0 0 comments	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) investment companies/funds 0 0 0 0 0 0 comments Mike S. Newton, Director &, Scotia Wealth Manage... Price $29.520 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Michael Simpson Senior Vic, Sentry Investments... Price $29.030 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Bill Shaw Partner & , Exponent Investment ... Price $33.450 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.) investment companies/funds 0 0 0 0 0 0 comments	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.) investment companies/funds 0 0 0 0 0 0 comments Derek Warren Asst Vice , Lincluden Investment... Price $30.030 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Steve Belisle Senior Por, Manulife Asset Manag... Price $36.060 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. investment companies/funds 0 0 0 0 0 0 comments	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. investment companies/funds 0 0 0 0 0 0 comments Derek Warren Asst Vice , Lincluden Investment... Price $35.620 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. investment companies/funds 0 0 0 0 0 0 comments	(Market Call Minute) Well diversified good management team, decent yield and good payout ratio. investment companies/funds 0 0 0 0 0 0 comments Andy Nasr VP & Inves, Sentry Investments... Price $38.150 Owned Unknown
BUY	Smart REIT(SRU.UN-T) July 14, 2016 (Market Call Minute.) investment companies/funds 0 0 0 0 0 0 comments	(Market Call Minute.) investment companies/funds 0 0 0 0 0 0 comments John Stephenson President , Stephenson & Company... Price $37.870 Owned Unknown

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