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H&R Real Estate Inv Trust (HR.UN-T) has received mixed reviews from experts concerning its prospects and performance. The majority of its portfolio is concentrated in sunbelt states like Arizona and Texas, which could benefit from increasing income as populations shift to these warmer areas. Despite having a strong balance sheet that supports dividend payouts, some analysts express concerns over over-supply in these markets, particularly in sunbelt properties, leading to less favorable market valuations. The company is diversifying its portfolio by transforming office and retail properties into multi-family and industrial assets, which indicates a strategic response to changing market dynamics. Overall, while there is potential value and a solid distribution yield around 6.5%-6.7%, growth may take time and could be influenced by the broader market context.
Great properties, but diversification means it doesn't get a great valuation from the market. Sunbelt properties are over-supplied. Owns office properties and retail. Transforming to multi-family and industrial. Trade action starting to pick up. Secure yield of about 6.7%. Growth will be a while, depends on your time horizon. Better names in the meantime.
Diversified REITs are difficult to own in a bear market. Discount to NAV. Earnings momentum just isn't there. A show-me stock. Company's refocusing. Value there, but will take time. Nice 6.5% distribution yield.
Doing its best to diversify into multi-family residential apartments in US Sunbelt, where supply is high, so operating income will be challenged. Execution story in a difficult environment for selling or transitioning assets. A hold. Discount to NAV, but headwinds to fundamentals. Still, prefers it to AX.UN.
Too diversified: retail, office, residential, US, Canada. He likes focused REITs that do just one or two things. Cut distribution. Doesn't care for management. Offloading assets at not-great prices. Significant discount to NAV, 16x AFFO. In this uncertain environment, gravitate to the highest quality.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Repositioning property portfolio for growth. Good yield of 4.4%. Reduced debt balance. Repurchasing units at a discount to NAV. Unlock Premium - Try 5i Free
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Repositioning property portfolio for growth. Good yield of 4.4%. Reduced debt balance. Repurchasing units at a discount to NAV. Unlock Premium - Try 5i Free
H&R Real Estate Inv Trust is a Canadian stock, trading under the symbol HR.UN-T on the Toronto Stock Exchange (HR.UN-CT). It is usually referred to as TSX:HR.UN or HR.UN-T
In the last year, 2 stock analysts published opinions about HR.UN-T. 0 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for H&R Real Estate Inv Trust.
H&R Real Estate Inv Trust was recommended as a Top Pick by on . Read the latest stock experts ratings for H&R Real Estate Inv Trust.
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.
2 stock analysts on Stockchase covered H&R Real Estate Inv Trust In the last year. It is a trending stock that is worth watching.
On 2025-02-20, H&R Real Estate Inv Trust (HR.UN-T) stock closed at a price of $10.17.
Would recommend holding. Majority of portfolio in sunbelt states like Arizona and Texas. Would expect income to increase as more people move to warmer Southern areas. Good balance sheet that allows company to maintain dividend payouts. Expecting better times for company ahead.