Slate Office REIT (SOT.UN-T) Stock Predictions - Stockchase
WATCH LIST
24
Slate Office REIT (SOT.UN-T)

ON STOCKCHASE SINCE Jul 2013

Formerly Fam REIT (March 2015)

REAL ESTATE

Slate Office REIT

SOT.UN-T

39 watching          
Join the Discussion

Slate Office REIT (SOT.UN-T) SAVE Apr, 24, 2019, 4:05 pm

5.83 0.01 (0.09%)

What the experts are saying about SOT.UN-T



  • All
  • Filtered
Signal Opinion Expert
BUY on WEAKNESS
SOT is down because it cut its dividend to re-balance the company and had bought property in Chicago. This has been a pick of his. It's down 30% so it's now an entry point.
REAL ESTATE
0 0 0 0 0
0 comments
SOT is down because it cut its dividend to re-balance the company and had bought property in Chicago. This has been a pick of his. It's down 30% so it's now an entry point.
REAL ESTATE
0 0 0 0 0
0 comments
Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$6.160
Owned Owned
Unknown

COMMENT
It has struggled with some vacancies in Toronto. Honestly, he doesn't know much about this REIT. He prefers SRT.UN-T which focuses on grocers in mid-market US towns and they have reduced their leverage. He likes SRT's American operations and its defensiveness. The only negative is an external managed contract that seems to be going on forever.
REAL ESTATE
0 0 0 0 0
0 comments
It has struggled with some vacancies in Toronto. Honestly, he doesn't know much about this REIT. He prefers SRT.UN-T which focuses on grocers in mid-market US towns and they have reduced their leverage. He likes SRT's American operations and its defensiveness. The only negative is an external managed contract that seems to be going on forever.
REAL ESTATE
0 0 0 0 0
0 comments
Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$6.160
Owned Owned
No

COMMENT
Slate Office REIT(SOT.UN-T) 

September 7, 2018

Problem is that whenever it gets to $8, like clockwork, they do an equity financing, and the stock gets whacked. Good managers, who own a lot of stock. Long-term, bulking up on acquisitions makes sense. Not a bad stock, but frustrating. Yield above 9%. 

REAL ESTATE
0 0 0 0 0
0 comments

Problem is that whenever it gets to $8, like clockwork, they do an equity financing, and the stock gets whacked. Good managers, who own a lot of stock. Long-term, bulking up on acquisitions makes sense. Not a bad stock, but frustrating. Yield above 9%. 

REAL ESTATE
0 0 0 0 0
0 comments
Fabrice Taylor

Publisher, The President's Club...

Price Price
$7.850
Owned Owned
Unknown

BUY
Slate Office REIT(SOT.UN-T) 

August 14, 2018

He likes it. Sees strong growth and a positive outlook. He wants a REIT to generate cash flow, and this one is paying nearly 10%--that he feels is sustainable. Has an $8.50 target. 

REAL ESTATE
0 0 0 0 0
0 comments

He likes it. Sees strong growth and a positive outlook. He wants a REIT to generate cash flow, and this one is paying nearly 10%--that he feels is sustainable. Has an $8.50 target. 

REAL ESTATE
0 0 0 0 0
0 comments
Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$7.880
Owned Owned
Unknown

COMMENT

He used to own this, got tired of them constantly raising money whenever the stock price went up. The balance sheet is healthy, the payout ratio is good, and the dividend is very generous (8.3%). He thinks several investors got sick of it recently, and that’s why the price has dropped.

REAL ESTATE
0 0 0 0 0
0 comments

He used to own this, got tired of them constantly raising money whenever the stock price went up. The balance sheet is healthy, the payout ratio is good, and the dividend is very generous (8.3%). He thinks several investors got sick of it recently, and that’s why the price has dropped.

REAL ESTATE
0 0 0 0 0
0 comments
Fabrice Taylor

Publisher, The President's Club...

Price Price
$7.530
Owned Owned
No

COMMENT

As a group, REITs trade a lot like the bond market. The selloff in the Canadian bond market in the last 6 weeks, puts pressure on utilities, REITs and consumer staples. In general, he is Short the REIT sector. This has a 9.4% dividend yield while the peer group is less than 5%.

REAL ESTATE
0 0 0 0 0
0 comments

As a group, REITs trade a lot like the bond market. The selloff in the Canadian bond market in the last 6 weeks, puts pressure on utilities, REITs and consumer staples. In general, he is Short the REIT sector. This has a 9.4% dividend yield while the peer group is less than 5%.

REAL ESTATE
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$7.920
Owned Owned
Unknown

COMMENT

A suburban office REIT with properties in the Maritimes as well as some in the GTA, but always in the suburban setting. Good management. He is not a big fan of suburban office. The dividend of 7%+ is safe.

REAL ESTATE
0 0 0 0 0
0 comments

A suburban office REIT with properties in the Maritimes as well as some in the GTA, but always in the suburban setting. Good management. He is not a big fan of suburban office. The dividend of 7%+ is safe.

REAL ESTATE
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.230
Owned Owned
No

BUY

They are in an area that is a little more economically sensitive than retail or industrial.  If you are comfortable with the yield and the sector then this is perfectly fine.

REAL ESTATE
0 0 0 0 0
0 comments

They are in an area that is a little more economically sensitive than retail or industrial.  If you are comfortable with the yield and the sector then this is perfectly fine.

REAL ESTATE
0 0 0 0 0
0 comments
Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$8.120
Owned Owned
Unknown

COMMENT
Slate Office REIT(SOT.UN-T) 

February 3, 2017

A suburban office REIT. He is a little hesitant to be investing in the suburban office market. There is so much pressure to be downtown and so many buildings are continuing to be constructed. A lot of the demand is coming from the suburbs. Management of this REIT is really smart, and they have recently launched an opportunity fund for office. There will not be a lot of gain in price, but you will get your income. There is easier yield elsewhere. Yield of 9.5%.

REAL ESTATE
0 0 0 0 0
0 comments

A suburban office REIT. He is a little hesitant to be investing in the suburban office market. There is so much pressure to be downtown and so many buildings are continuing to be constructed. A lot of the demand is coming from the suburbs. Management of this REIT is really smart, and they have recently launched an opportunity fund for office. There will not be a lot of gain in price, but you will get your income. There is easier yield elsewhere. Yield of 9.5%.

REAL ESTATE
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$7.820
Owned Owned
Unknown

COMMENT
Slate Office REIT(SOT.UN-T) 

November 17, 2016

Suburban office buildings. They have a balanced portfolio. As an operator, the company is fantastic. They know how to make money in suburban offices, but he is concerned about the trends as there are a lot of moving pieces, especially with where the Canadian economy is right now.

REAL ESTATE
0 0 0 0 0
0 comments

Suburban office buildings. They have a balanced portfolio. As an operator, the company is fantastic. They know how to make money in suburban offices, but he is concerned about the trends as there are a lot of moving pieces, especially with where the Canadian economy is right now.

REAL ESTATE
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.020
Owned Owned
No

COMMENT
Slate Office REIT(SOT.UN-T) 

October 18, 2016

(Market Call Minute.) A good company in a bad sector. The office space is going to be tough for some time to come, but this is one of the winners within that space.

REAL ESTATE
0 0 0 0 0
0 comments

(Market Call Minute.) A good company in a bad sector. The office space is going to be tough for some time to come, but this is one of the winners within that space.

REAL ESTATE
0 0 0 0 0
0 comments
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$8.470
Owned Owned
Unknown

COMMENT
Slate Office REIT(SOT.UN-T) 

September 2, 2016

This is secondary (suburban) office. There is going to be a really interesting play in suburban office at some point. You’ll have to watch for GDP numbers for small business growth in Canada. There is quite a large spread in what people are willing to pay, for class A buildings versus suburban office. These guys know how to get in with their hands dirty and get buildings cheap, work with tenants, etc. It is too early in the cycle, but it is definitely one to watch.

REAL ESTATE
0 0 0 0 0
0 comments

This is secondary (suburban) office. There is going to be a really interesting play in suburban office at some point. You’ll have to watch for GDP numbers for small business growth in Canada. There is quite a large spread in what people are willing to pay, for class A buildings versus suburban office. These guys know how to get in with their hands dirty and get buildings cheap, work with tenants, etc. It is too early in the cycle, but it is definitely one to watch.

REAL ESTATE
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.440
Owned Owned
No

WATCH

He likes the Slate team which are doing a lot of really interesting things across the board. This is more secondary office, suburban office buildings. It will be an interesting vehicle in the future, but we are not there yet, as he expects more pressure of people leaving older buildings in the suburbs and coming towards downtown cores. There will be a rebound at some point, and that is what they are going to profit from. These guys are masters at repositioning, and he is looking for them to dip their toes into Calgary, while it is cheap, and that is when you really want to take advantage of this REIT.

REAL ESTATE
0 0 0 0 0
0 comments

He likes the Slate team which are doing a lot of really interesting things across the board. This is more secondary office, suburban office buildings. It will be an interesting vehicle in the future, but we are not there yet, as he expects more pressure of people leaving older buildings in the suburbs and coming towards downtown cores. There will be a rebound at some point, and that is what they are going to profit from. These guys are masters at repositioning, and he is looking for them to dip their toes into Calgary, while it is cheap, and that is when you really want to take advantage of this REIT.

REAL ESTATE
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$7.840
Owned Owned
No

COMMENT

This has started to recover in the last year. Pays a slightly better than 10% yield. There are 2 issues. A slowing economy hurts all REITs, but you also have an added premium on quality dividends, which is a tailwind. As long as management can continue to keep occupancy relatively high and run the business well, he thinks the dividend is fine, and that sentiment towards the business is going to improve.

REAL ESTATE
0 0 0 0 0
0 comments

This has started to recover in the last year. Pays a slightly better than 10% yield. There are 2 issues. A slowing economy hurts all REITs, but you also have an added premium on quality dividends, which is a tailwind. As long as management can continue to keep occupancy relatively high and run the business well, he thinks the dividend is fine, and that sentiment towards the business is going to improve.

REAL ESTATE
0 0 0 0 0
0 comments
Fabrice Taylor

Publisher, The President's Club...

Price Price
$7.900
Owned Owned
Yes

COMMENT
Slate Office REIT(SOT.UN-T) 

December 18, 2015

A REIT that has gone through a couple of transitions and is in transition now. He tries not to own companies in transition, but wants to make sure they find their way properly. Their final destination is to be a suburban office REIT in Canada. A play that is early, but has potential. They have to manage very carefully. 10.95% distribution, which is high out of neglect, not weakness.

REAL ESTATE
0 0 0 0 0
0 comments

A REIT that has gone through a couple of transitions and is in transition now. He tries not to own companies in transition, but wants to make sure they find their way properly. Their final destination is to be a suburban office REIT in Canada. A play that is early, but has potential. They have to manage very carefully. 10.95% distribution, which is high out of neglect, not weakness.

REAL ESTATE
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$6.820
Owned Owned
No

Showing 1 to 15 of 24 entries
Successfully Saved Company
Successfully Saved Company