Pure Industrial Real Estatetrust Trust

AAR.UN-T

Analysis and Opinions about AAR.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 9, 2018

Being acquired by Blackstone. Hold for the dividends for the next 2 quarters or Sell for $8.10? It depends. If you have a good idea, Sell. If not, be patient.

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Being acquired by Blackstone. Hold for the dividends for the next 2 quarters or Sell for $8.10? It depends. If you have a good idea, Sell. If not, be patient.

BUY
BUY
October 18, 2017

Industrial properties. It is more cyclical and more tied to the business cycle. As business gets better, it will likely be able to raise rents. It has now pulled back to the 150-day moving average, which is a good place to buy it. Dividend yield of 4.8% is pretty attractive.

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Industrial properties. It is more cyclical and more tied to the business cycle. As business gets better, it will likely be able to raise rents. It has now pulled back to the 150-day moving average, which is a good place to buy it. Dividend yield of 4.8% is pretty attractive.

COMMENT
COMMENT
September 13, 2017

He likes this company. Real estate has headwinds, but this company has a tailwind because it is industrial. Also, they are buying assets in the US which has extensive corridors with a population base where there would be some desired locations to own in the Midwest and in secondary cities. Yield is around 5%. They are pretty good at what they do. He would like to own this, but at the right price.

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He likes this company. Real estate has headwinds, but this company has a tailwind because it is industrial. Also, they are buying assets in the US which has extensive corridors with a population base where there would be some desired locations to own in the Midwest and in secondary cities. Yield is around 5%. They are pretty good at what they do. He would like to own this, but at the right price.

COMMENT
COMMENT
August 8, 2017

He likes the industrial REIT space. A wonderful way to play Amazon (AMZN-Q), which increasingly needs warehouses closer and closer to the customer. This REIT provides that kind of space. The recent weakness has been because of recent acquisitions and interest rate fears.

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He likes the industrial REIT space. A wonderful way to play Amazon (AMZN-Q), which increasingly needs warehouses closer and closer to the customer. This REIT provides that kind of space. The recent weakness has been because of recent acquisitions and interest rate fears.

COMMENT
COMMENT
April 20, 2017

A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.

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A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.

HOLD
HOLD
April 18, 2017

The trend that has been pushing names like this up, is the e-commerce trend. This is a fantastic company, a little pricey right now. It has done a great job of aligning itself with FedEx. There is going to be a point where that exhausts itself, which is when you can expect the price to pull back. However, there is no reason why you would want to sell a company that is doing so well and was such a good future going forward. It has brought its debt down and its earnings are very steady, and it could be very much a perpetual hold.

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The trend that has been pushing names like this up, is the e-commerce trend. This is a fantastic company, a little pricey right now. It has done a great job of aligning itself with FedEx. There is going to be a point where that exhausts itself, which is when you can expect the price to pull back. However, there is no reason why you would want to sell a company that is doing so well and was such a good future going forward. It has brought its debt down and its earnings are very steady, and it could be very much a perpetual hold.

BUY
BUY
April 17, 2017

Things have changed. E-Commerce and pot have benefited them. It has done extremely well. He is interested in the name. Management has done a good job of getting growth there. Their biggest risk is that their biggest customer is a significant portion of their business.

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Things have changed. E-Commerce and pot have benefited them. It has done extremely well. He is interested in the name. Management has done a good job of getting growth there. Their biggest risk is that their biggest customer is a significant portion of their business.

HOLD
HOLD
March 31, 2017

He is a large shareholder. He is continuing to hold it but is concerned about supply. REITs have staggered debt maturities.

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He is a large shareholder. He is continuing to hold it but is concerned about supply. REITs have staggered debt maturities.

DON'T BUY
DON'T BUY
March 28, 2017

They have had the ability to grow and this is why they issued units. Industrial space is the hot commodity right now. 17 times price to AFFO so it is on the higher side.

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They have had the ability to grow and this is why they issued units. Industrial space is the hot commodity right now. 17 times price to AFFO so it is on the higher side.

PAST TOP PICK
PAST TOP PICK
February 3, 2017

(A Top Pick Dec 18/15. Up 42.72%.) One of the largest tenants is FedEx. Management has done an excellent job of diversifying themselves, even over the sub, subcategories within industrials. They have also recognized that it is important to reduce overall leverage.

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(A Top Pick Dec 18/15. Up 42.72%.) One of the largest tenants is FedEx. Management has done an excellent job of diversifying themselves, even over the sub, subcategories within industrials. They have also recognized that it is important to reduce overall leverage.

COMMENT
COMMENT
January 31, 2017

He really likes this. They have exposure both in Canada and the US. Recycling some capital and increasing their US exposure. Management has done a pretty decent job considering where they started with their IPO several years ago. Fairly well diversified.

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He really likes this. They have exposure both in Canada and the US. Recycling some capital and increasing their US exposure. Management has done a pretty decent job considering where they started with their IPO several years ago. Fairly well diversified.

BUY
BUY
December 15, 2016

He likes the industrial sector. In traditional retail you have the Amazon affect. Industrial is the easiest to build. As you see more and more business being done on line you should see this one benefitting. They did a nice job of carving out a niche and should be able to deliver decent dividend growth.

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He likes the industrial sector. In traditional retail you have the Amazon affect. Industrial is the easiest to build. As you see more and more business being done on line you should see this one benefitting. They did a nice job of carving out a niche and should be able to deliver decent dividend growth.

TOP PICK
TOP PICK
November 17, 2016

A very high quality income. You are getting a good yield of 6.13%. They have US assets, so you are getting some US exposure. High quality industrial assets will continue to benefit from our US partners. Also, they have a lot of logistics type of tenants, such as FedEx. (Analysts’ price target is $5.91.)

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A very high quality income. You are getting a good yield of 6.13%. They have US assets, so you are getting some US exposure. High quality industrial assets will continue to benefit from our US partners. Also, they have a lot of logistics type of tenants, such as FedEx. (Analysts’ price target is $5.91.)

COMMENT
COMMENT
September 8, 2016

Has been a very successful REIT and the portfolio is pretty good quality, compared to others. What he likes about the industrial market in Canada is that it has been fairly disciplined across the board, and CAP rates have not compressed as much is the retail sector. Also, you are not seeing the overcapacity that you are seeing in office REITs. This is no longer a screaming buy.

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Has been a very successful REIT and the portfolio is pretty good quality, compared to others. What he likes about the industrial market in Canada is that it has been fairly disciplined across the board, and CAP rates have not compressed as much is the retail sector. Also, you are not seeing the overcapacity that you are seeing in office REITs. This is no longer a screaming buy.

COMMENT
COMMENT
September 2, 2016

This has popped recently and is outperforming the market, and is the best way to play e-commerce. He continues to like this.

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This has popped recently and is outperforming the market, and is the best way to play e-commerce. He continues to like this.

Showing 1 to 15 of 93 entries