Dream Industrial REIT (DIR.UN-T) Stock Predictions - Stockchase
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Dream Industrial REIT (DIR.UN-T)

ON STOCKCHASE SINCE Dec 2012

Changed name from Dundee Industrial (May 2014)

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Dream Industrial REIT

DIR.UN-T

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Dream Industrial REIT (DIR.UN-T) SAVE Mar, 20, 2019, 5:43 am

11.68 0.08 (0.69%)

What the experts are saying about DIR.UN-T



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Signal Opinion Expert
BUY
Dream Industrial REIT vs. BPY Dream is a good asset in a good space with a decent valuation. He likes it, but he prefers BYP for its global focus and better long-term growth. BPY trades at a good valuation. He prefers BPY, but you can buy both.
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Dream Industrial REIT vs. BPY Dream is a good asset in a good space with a decent valuation. He likes it, but he prefers BYP for its global focus and better long-term growth. BPY trades at a good valuation. He prefers BPY, but you can buy both.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$11.610
Owned Owned
Unknown

BUY
This is an interesting story. Industrial rental spaces are in short supply. Value creation will be as they renew leases and lease rates go up. He likes the yield. They just made an acquisition.
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This is an interesting story. Industrial rental spaces are in short supply. Value creation will be as they renew leases and lease rates go up. He likes the yield. They just made an acquisition.
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$11.140
Owned Owned
No

WATCH
An industrial REIT? The industrial warehouse sector is in high demand and a growth area in the next decade. He's watching this closely. These stocks have done well and recommends Dream.
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An industrial REIT? The industrial warehouse sector is in high demand and a growth area in the next decade. He's watching this closely. These stocks have done well and recommends Dream.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$10.400
Owned Owned
No

BUY

Not many warehouses. He likes Summit Real Estate Investment (SMU.UN-T) more given their stronger presence in the GTA. Still it is a safe bet now for a long-term investor in a sector that is growing. One of the lower growth names in the sector but definitely likes the sector.

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Not many warehouses. He likes Summit Real Estate Investment (SMU.UN-T) more given their stronger presence in the GTA. Still it is a safe bet now for a long-term investor in a sector that is growing. One of the lower growth names in the sector but definitely likes the sector.

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James Telfser

Partner & , Aventine Management ...

Price Price
$9.530
Owned Owned
No

COMMENT

Dream Office vs. Dream Industrial REIT? Dream has been on a rollercoaster the last four years: overexposed to Alberta, sold Scotia Plaza, trying to diversify within Alberta; onerous management contracts to buy out. They're a work-in-progress with better days ahead. He would lean towards the Industrial REIT, but still expensive though it's outperformed Office REIT, but he just doesn't trust it. 

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Dream Office vs. Dream Industrial REIT? Dream has been on a rollercoaster the last four years: overexposed to Alberta, sold Scotia Plaza, trying to diversify within Alberta; onerous management contracts to buy out. They're a work-in-progress with better days ahead. He would lean towards the Industrial REIT, but still expensive though it's outperformed Office REIT, but he just doesn't trust it. 

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$10.810
Owned Owned
Unknown

BUY

This sector is doing incredibly well. In the REIT space, industrial properties are benefiting from the technological move, because they can demand really good sized rents if they have the proper facilities. That is growing quite well versus retail or office, which are really having problems.

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This sector is doing incredibly well. In the REIT space, industrial properties are benefiting from the technological move, because they can demand really good sized rents if they have the proper facilities. That is growing quite well versus retail or office, which are really having problems.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$8.700
Owned Owned
No

COMMENT

Industrial markets are really hot. There is a lot of growth in rents and a lot of demand from tenants. A lot of this is coming from a push of the e-commerce world, where they need more logistics, more FedExes, etc. It will also start affecting smaller centres such as this company has, as people try to have same day delivery. The yield is very sustainable and the balance sheet is okay. Over the next couple of quarters, he is looking to see a little bit more of the transition improving economics of the revenue and rent lines. A good name. Dividend yield of 8.3%.

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Industrial markets are really hot. There is a lot of growth in rents and a lot of demand from tenants. A lot of this is coming from a push of the e-commerce world, where they need more logistics, more FedExes, etc. It will also start affecting smaller centres such as this company has, as people try to have same day delivery. The yield is very sustainable and the balance sheet is okay. Over the next couple of quarters, he is looking to see a little bit more of the transition improving economics of the revenue and rent lines. A good name. Dividend yield of 8.3%.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.460
Owned Owned
Yes

COMMENT

Retail is doing worse than some of the other subsectors.  He thinks industrial is a great way to hedge.  He owns REI.UN-T.  Most of their properties are anchored by grocery stories and so on.  It is not an enclosed mall.  The worry is if tenants will remain in malls.  As Ecommerce increases there will be more demand for warehouse space.

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Retail is doing worse than some of the other subsectors.  He thinks industrial is a great way to hedge.  He owns REI.UN-T.  Most of their properties are anchored by grocery stories and so on.  It is not an enclosed mall.  The worry is if tenants will remain in malls.  As Ecommerce increases there will be more demand for warehouse space.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$8.220
Owned Owned
No

COMMENT

He prefers the industrial name just because he likes the industrial market. Because there is a bit of taint against the Dream Empire, this has traded as a discount. However, the properties themselves are performing alright. Because of the Amazon phenomenon, some of the smaller industrial plots closer to downtown cores are being utilized more often by delivery companies to create faster deliveries.

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He prefers the industrial name just because he likes the industrial market. Because there is a bit of taint against the Dream Empire, this has traded as a discount. However, the properties themselves are performing alright. Because of the Amazon phenomenon, some of the smaller industrial plots closer to downtown cores are being utilized more often by delivery companies to create faster deliveries.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.390
Owned Owned
Unknown

COMMENT

7 analysts have a cash flow estimate of $.93, compared to last years of $.91. Dividend yield of 8.2% is at risk, because there is a payout of 93% of 4th quarter trailing cash flow. Earnings year-over-year was down 1% and sales were down 2%. ROE of 9% is reasonable. It ranks 558, in the bottom 3rd of his database. Prefers others. Dividend yield of 8%+.

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7 analysts have a cash flow estimate of $.93, compared to last years of $.91. Dividend yield of 8.2% is at risk, because there is a payout of 93% of 4th quarter trailing cash flow. Earnings year-over-year was down 1% and sales were down 2%. ROE of 9% is reasonable. It ranks 558, in the bottom 3rd of his database. Prefers others. Dividend yield of 8%+.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$8.420
Owned Owned
Unknown

HOLD

If you are a yield focused investor, of the 3 Dream properties this is his preferred name, because he likes the state of the industrial markets. You are getting a healthy yield. It is very interesting that this one has underperformed while others in the industrial sector have been doing quite well. If you are willing to hold through all of that, he thinks this is good. Valuation is attractive. 8.6% yield.

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If you are a yield focused investor, of the 3 Dream properties this is his preferred name, because he likes the state of the industrial markets. You are getting a healthy yield. It is very interesting that this one has underperformed while others in the industrial sector have been doing quite well. If you are willing to hold through all of that, he thinks this is good. Valuation is attractive. 8.6% yield.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.140
Owned Owned
Unknown

SELL

He is a little wary of REITs right now. Valuations are excessive. You are paying 15 to 16 times cash flow. There is a lot of risk if interest rates ever start to move higher. The Calgary real estate market is not turning around in a hurry.

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He is a little wary of REITs right now. Valuations are excessive. You are paying 15 to 16 times cash flow. There is a lot of risk if interest rates ever start to move higher. The Calgary real estate market is not turning around in a hurry.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$8.180
Owned Owned
Unknown

BUY

(Market Call Minute) He likes it.  He thinks it will continue to move higher because industrial space is still very much in demand.

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(Market Call Minute) He likes it.  He thinks it will continue to move higher because industrial space is still very much in demand.

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Ben Cheng

President , Aston Hill Financial...

Price Price
$9.010
Owned Owned
No

HOLD

(Market Call Minute.) Of the Dreams, this is his favourite. He likes the industrial market. There are rumours they are putting themselves up for sale, but he doesn’t believe that. Still a good company to hold.

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(Market Call Minute.) Of the Dreams, this is his favourite. He likes the industrial market. There are rumours they are putting themselves up for sale, but he doesn’t believe that. Still a good company to hold.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.850
Owned Owned
Unknown

DON'T BUY

A 9% yield is high so pay attention to why it is so high.  Lots of Alberta exposure.  They want to reduce leverage.  There are a number of issues that cause him to look elsewhere.

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A 9% yield is high so pay attention to why it is so high.  Lots of Alberta exposure.  They want to reduce leverage.  There are a number of issues that cause him to look elsewhere.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$8.130
Owned Owned
Unknown

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