TSE:DIR.UN
16.11
0.03
(0.19%)
Analysis and Opinions about DIR.UN-T
Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
June 22, 2021
Stockchase Research Editor: Michael O'Reilly DIR is a leading dividend payer that will benefit with the re-opening of the economy. It has a great yield, backed by a payout ratio under 50% of cash flow. It trades at 10x earnings compared to peers at 17x and is valued at just 1.2x book value. Good value here. We would buy this with a stop loss at $12.50. We like this as a defensive holding, so would continue to hold this until it triggers our trailing stop. Yield 4.61% (Analysts’ price target is $15.66)
Show full opinionHide full opinion
Stockchase Research Editor: Michael O'Reilly DIR is a leading dividend payer that will benefit with the re-opening of the economy. It has a great yield, backed by a payout ratio under 50% of cash flow. It trades at 10x earnings compared to peers at 17x and is valued at just 1.2x book value. Good value here. We would buy this with a stop loss at $12.50. We like this as a defensive holding, so would continue to hold this until it triggers our trailing stop. Yield 4.61% (Analysts’ price target is $15.66)
TOP PICK
TOP PICK
May 31, 2021
Warehouses for E-commerce. It is growing nicely. They just announced an interesting transaction where they will grow their portfolio dramatically. It will become the best North American industrial real estate play you can buy in North America through a publically traded company. The stock has been temporarily depressed by a stock issuance to fund their acquisition. (Analysts’ price target is $15.31)
Show full opinionHide full opinionWarehouses for E-commerce. It is growing nicely. They just announced an interesting transaction where they will grow their portfolio dramatically. It will become the best North American industrial real estate play you can buy in North America through a publically traded company. The stock has been temporarily depressed by a stock issuance to fund their acquisition. (Analysts’ price target is $15.31)
BUY
BUY
October 28, 2020
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In the current environment, industrial or residential REITs are preferable. It is fairly cheap and the distribution is safe. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In the current environment, industrial or residential REITs are preferable. It is fairly cheap and the distribution is safe. Unlock Premium - Try 5i Free
BUY
BUY
October 7, 2020
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Industrial REITs have done better than others. It has good post-covid recovery potential. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Industrial REITs have done better than others. It has good post-covid recovery potential. Unlock Premium - Try 5i Free
DON'T BUY
DON'T BUY
August 10, 2020
She likes the industrial REITs. They just started acquiring in Europe, but the industrial market is competitive globally. Occupancy has hit a 3-year low at 93% though. They collect rent well and have raised capital recently. This will continue to struggle and they are paying out a lot to maintain its dividend.
Show full opinionHide full opinionShe likes the industrial REITs. They just started acquiring in Europe, but the industrial market is competitive globally. Occupancy has hit a 3-year low at 93% though. They collect rent well and have raised capital recently. This will continue to struggle and they are paying out a lot to maintain its dividend.
HOLD
HOLD
June 25, 2020
It is in the right sector. We are in the earlier innings of a whole change in the supply chains. It has recovered off its lows and is a safe hold. Longer term this is a really good stock to own. The distribution is quite safe.
It is in the right sector. We are in the earlier innings of a whole change in the supply chains. It has recovered off its lows and is a safe hold. Longer term this is a really good stock to own. The distribution is quite safe.
COMMENT
COMMENT
June 5, 2020
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
WEAK BUY
WEAK BUY
June 4, 2020
All the REITs have generally sold off in unison. There are probably going to be both winners and losers going forwards. The losers will be those with more office space. Industrials should not be as affected. The yield and payout ratio look fine and it trades below its book value. Of the bunch, he would prefer this one over commercial REITs.
Show full opinionHide full opinionAll the REITs have generally sold off in unison. There are probably going to be both winners and losers going forwards. The losers will be those with more office space. Industrials should not be as affected. The yield and payout ratio look fine and it trades below its book value. Of the bunch, he would prefer this one over commercial REITs.
COMMENT
COMMENT
March 4, 2020
Dream has been a very good performer in a very good space. It is still a little over valued at this level. He prefers WPT instead.
Dream has been a very good performer in a very good space. It is still a little over valued at this level. He prefers WPT instead.
DON'T BUY
DON'T BUY
January 29, 2020
As an Industrial property REIT, it is in a really good space. He tends to avoid companies with external management contracts. This may not make management be in alignment with shareholders -- "two for me; one for you". He has others he favours in the industrial space.
Show full opinionHide full opinionAs an Industrial property REIT, it is in a really good space. He tends to avoid companies with external management contracts. This may not make management be in alignment with shareholders -- "two for me; one for you". He has others he favours in the industrial space.
DON'T BUY
DON'T BUY
January 20, 2020
His preference is to, rather than going into one particular name, he would go to a REIT ETF. There are several equal weight ETFs that do this. Get a basket of real estate trusts.
Show full opinionHide full opinionHis preference is to, rather than going into one particular name, he would go to a REIT ETF. There are several equal weight ETFs that do this. Get a basket of real estate trusts.
HOLD
HOLD
December 10, 2019
Dream Office vs. Dream Industrial Never a fan of Dream Office, which had a lot of Alberta exposure. He prefers the industrial side, which has performed better and faces little competition; there are only 3-4 industrial REITs in Canada. Hold both, don't buy or sell.
Show full opinionHide full opinionDream Office vs. Dream Industrial Never a fan of Dream Office, which had a lot of Alberta exposure. He prefers the industrial side, which has performed better and faces little competition; there are only 3-4 industrial REITs in Canada. Hold both, don't buy or sell.
WATCH
WATCH
August 19, 2019
These industrial REITs have all done really well. CAP rates are moving down. It is the growthier area of the sector. They have a big focus on Germany and Western Europe, where there are issues right now. (Analysts’ price target is $16.15)
Show full opinionHide full opinionThese industrial REITs have all done really well. CAP rates are moving down. It is the growthier area of the sector. They have a big focus on Germany and Western Europe, where there are issues right now. (Analysts’ price target is $16.15)
HOLD
HOLD
July 31, 2019
He likes the industrial space and is reasonably valued. A nice yield.
Show full opinionHide full opinionHe likes the industrial space and is reasonably valued. A nice yield.
COMMENT
COMMENT
July 23, 2019
He does not own this one, but really likes the space. It has had a good go over the past 6 months. They are trying to expand into the US by selling some of their eastern Canadian assets. Their vacancy rates are near record lows. However, he sees their move into the US being a little late and feels they over-distribute their cash. He would prefer WPT.U-T.
Show full opinionHide full opinionHe does not own this one, but really likes the space. It has had a good go over the past 6 months. They are trying to expand into the US by selling some of their eastern Canadian assets. Their vacancy rates are near record lows. However, he sees their move into the US being a little late and feels they over-distribute their cash. He would prefer WPT.U-T.
Dream Industrial REIT(DIR.UN-T) Rating
Ranking : 3 out of 5
Bullish - Buy Signals / Votes : 2
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 3
Dream Industrial REIT(DIR.UN-T) Frequently Asked Questions
What is Dream Industrial REIT stock symbol?
Dream Industrial REIT is a Canadian stock, trading under the symbol DIR.UN-T on the Toronto Stock Exchange (DIR.UN-CT). It is usually referred to as TSX:DIR.UN or DIR.UN-T
Is Dream Industrial REIT a buy or a sell?
In the last year, 3 stock analysts published opinions about DIR.UN-T. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Dream Industrial REIT.
Is Dream Industrial REIT a good investment or a top pick?
Dream Industrial REIT was recommended as a Top Pick by The Panic-Proof Portfolio (Stockchase Research) on 2021-06-22. Read the latest stock experts ratings for Dream Industrial REIT.
Why is Dream Industrial REIT stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Dream Industrial REIT worth watching?
3 stock analysts on Stockchase covered Dream Industrial REIT In the last year. It is a trending stock that is worth watching.
What is Dream Industrial REIT stock price?
On 2021-07-28, Dream Industrial REIT (DIR.UN-T) stock closed at a price of $16.11.
