Pure Industrial Real Estatetrust Trust | StockChase
92
Pure Industrial Real Estatetrust Trust (AAR.UN-T)

Last Price Recorded: $6.7000 on 2017-12-15

ON STOCKCHASE SINCE Mar 2009

property mngmnt/investment
92
Pure Industrial Real Estatetrust Trust (AAR.UN-T)

Last Price Recorded: $6.7000 on 2017-12-15

ON STOCKCHASE SINCE Mar 2009

property mngmnt/investment

Pure Industrial Real Estatetrust Trust


Signal Opinion Expert
BUY

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.

property mngmnt/investment

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.

property mngmnt/investment
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$6.440
Owned Owned
No

COMMENT

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.

property mngmnt/investment

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.

property mngmnt/investment
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$6.480
Owned Owned
No

COMMENT

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.

property mngmnt/investment

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.

property mngmnt/investment
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$6.450
Owned Owned
Unknown

COMMENT

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.

property mngmnt/investment

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.

property mngmnt/investment
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial...

PricePrice
$6.560
Owned Owned
Unknown

HOLD

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.

property mngmnt/investment

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.

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment...

PricePrice
$6.450
Owned Owned
Yes

BUY

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.

property mngmnt/investment

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.

property mngmnt/investment
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$6.330
Owned Owned
Yes

HOLD

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

property mngmnt/investment

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

property mngmnt/investment
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$6.090
Owned Owned
Yes

DON'T BUY

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. 

property mngmnt/investment

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. 

property mngmnt/investment
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$6.040
Owned Owned
Unknown

PAST TOP PICK

(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.

property mngmnt/investment

(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.

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment...

PricePrice
$5.780
Owned Owned
Yes

COMMENT

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.

property mngmnt/investment

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.

property mngmnt/investment
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$5.690
Owned Owned
Yes

BUY

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.

property mngmnt/investment

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.

property mngmnt/investment
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$5.320
Owned Owned
Yes

TOP PICK

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.)

property mngmnt/investment

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.)

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment...

PricePrice
$5.090
Owned Owned
Yes

COMMENT

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.

property mngmnt/investment

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.

property mngmnt/investment
Steve Belisle

Senior Portfolio Manager & Managing Director, Manulife Asset Manag...

PricePrice
$5.760
Owned Owned
Unknown

COMMENT

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

property mngmnt/investment

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

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment...

PricePrice
$5.620
Owned Owned
Yes

HOLD

(Market Call Minute.) He really likes the industrial markets. A long-term hold.

property mngmnt/investment

(Market Call Minute.) He really likes the industrial markets. A long-term hold.

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment...

PricePrice
$5.160
Owned Owned
Yes

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