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Dream Industrial REIT (DIR.UN-T)

ON STOCKCHASE SINCE Dec 2012

Changed name from Dundee Industrial (May 2014)

REAL ESTATE

Dream Industrial REIT
DIR.UN-T

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Signal	Opinion	Expert
BUY	Dream Industrial REIT(DIR.UN-T) March 18, 2019 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $11.610 Owned Unknown

BUY	Dream Industrial REIT(DIR.UN-T) March 1, 2019 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $11.140 Owned No
WATCH	Dream Industrial REIT(DIR.UN-T) February 5, 2019 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $10.400 Owned No
BUY	Dream Industrial REIT(DIR.UN-T) October 9, 2018 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments James Telfser Partner & , Aventine Management ... Price $9.530 Owned No
COMMENT	Dream Industrial REIT(DIR.UN-T) May 29, 2018 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Paul Gardner, C Partner an, Avenue Investment Ma... Price $10.810 Owned Unknown
BUY	Dream Industrial REIT(DIR.UN-T) June 1, 2017 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Paul Gardner, C Partner an, Avenue Investment Ma... Price $8.700 Owned No
COMMENT	Dream Industrial REIT(DIR.UN-T) April 18, 2017 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%. REAL ESTATE 0 0 0 0 0 0 comments	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%. REAL ESTATE 0 0 0 0 0 0 comments Derek Warren Asst Vice , Lincluden Investment... Price $8.460 Owned Yes
COMMENT	Dream Industrial REIT(DIR.UN-T) March 31, 2017 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Andy Nasr VP & Inves, Sentry Investments... Price $8.220 Owned No
COMMENT	Dream Industrial REIT(DIR.UN-T) February 3, 2017 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Derek Warren Asst Vice , Lincluden Investment... Price $8.390 Owned Unknown
COMMENT	Dream Industrial REIT(DIR.UN-T) January 6, 2017 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 4^th 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 3^rd of his database. Prefers others. Dividend yield of 8%+. REAL ESTATE 0 0 0 0 0 0 comments	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 4^th 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 3^rd of his database. Prefers others. Dividend yield of 8%+. REAL ESTATE 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $8.420 Owned Unknown
HOLD	Dream Industrial REIT(DIR.UN-T) September 2, 2016 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Derek Warren Asst Vice , Lincluden Investment... Price $8.140 Owned Unknown
SELL	Dream Industrial REIT(DIR.UN-T) August 15, 2016 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. REAL ESTATE 0 1 0 0 0 0 comments	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. REAL ESTATE 0 1 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $8.180 Owned Unknown
BUY	Dream Industrial REIT(DIR.UN-T) July 18, 2016 (Market Call Minute) He likes it. He thinks it will continue to move higher because industrial space is still very much in demand. REAL ESTATE 0 0 0 0 0 0 comments	(Market Call Minute) He likes it. He thinks it will continue to move higher because industrial space is still very much in demand. REAL ESTATE 0 0 0 0 0 0 comments Ben Cheng President , Aston Hill Financial... Price $9.010 Owned No
HOLD	Dream Industrial REIT(DIR.UN-T) July 8, 2016 (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. REAL ESTATE 0 0 0 0 0 0 comments	(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. REAL ESTATE 0 0 0 0 0 0 comments Derek Warren Asst Vice , Lincluden Investment... Price $8.850 Owned Unknown
DON'T BUY	Dream Industrial REIT(DIR.UN-T) May 19, 2016 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. REAL ESTATE 0 0 0 0 0 0 comments	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. REAL ESTATE 0 0 0 0 0 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $8.130 Owned Unknown

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