H&R Real Estate Inv Trust

HR.UN-T

TSE:HR.UN

21.50
0.02 (0.09%)
H&R Real Estate Investment Trust is a Canadian open-ended real estate investment trust, specializing in commercial real estate, and based in Toronto, Ontario. It is the third largest REIT in Canada by market capitalization.
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Analysis and Opinions about HR.UN-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 23, 2019
They have held this on the debt side, but not the equity. They almost have too much diversification for his liking -- too many moving parts. He likes themes that play into strategies. The units have done nothing for almost 7 years. Yield 6%
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They have held this on the debt side, but not the equity. They almost have too much diversification for his liking -- too many moving parts. He likes themes that play into strategies. The units have done nothing for almost 7 years. Yield 6%
COMMENT
COMMENT
July 11, 2019
Doesn't see a dividend cut in the immediate future. Has just floated along, as most REITs have, for a long time. Doesn't see earnings momentum higher.
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Doesn't see a dividend cut in the immediate future. Has just floated along, as most REITs have, for a long time. Doesn't see earnings momentum higher.
BUY WEAKNESS
BUY WEAKNESS
July 9, 2019
A big company that owns some good assets and a safe dividend yield. He would range trade this and is not clamoring to step in right now.
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A big company that owns some good assets and a safe dividend yield. He would range trade this and is not clamoring to step in right now.
COMMENT
COMMENT
May 16, 2019
Never owned it. They are all over the place in terms of sectors. They are good Managers. With interest rates being down the stock came up. Conservative. 70% pay out ratio. He hasn't looked at it closely as they are widely diversified.
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Never owned it. They are all over the place in terms of sectors. They are good Managers. With interest rates being down the stock came up. Conservative. 70% pay out ratio. He hasn't looked at it closely as they are widely diversified.
COMMENT
COMMENT
March 18, 2019
2020 looks promising with success in U.S> multi.
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2020 looks promising with success in U.S> multi.
COMMENT
COMMENT
February 26, 2019
No, retail is not going out of fashion. HR will work out okay and will grind out a slowly growing dividend. The fear out there is that Amazon will destroy all retail--but that's unfounded. Also, HR diversifies into building condos too. A safe dividend, but with modest growth prospects.
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No, retail is not going out of fashion. HR will work out okay and will grind out a slowly growing dividend. The fear out there is that Amazon will destroy all retail--but that's unfounded. Also, HR diversifies into building condos too. A safe dividend, but with modest growth prospects.
COMMENT
COMMENT
January 23, 2019
He is not too familiar with them, but feels it is a premier REIT. Overall, this space has been an out performing sector. The yields are strong, he believes. He looks more for growth stories, so does not own many REITs.
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He is not too familiar with them, but feels it is a premier REIT. Overall, this space has been an out performing sector. The yields are strong, he believes. He looks more for growth stories, so does not own many REITs.
HOLD
HOLD
January 23, 2019
He owns no REITs, though now they're looking attractive with interest rates suddenly not rising fast. They're until retail and industrial space. How confident are you of the Canada economy? Over 6% yield (safe) and it's moved above its 200-day moving average. Okay holding long-term.
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He owns no REITs, though now they're looking attractive with interest rates suddenly not rising fast. They're until retail and industrial space. How confident are you of the Canada economy? Over 6% yield (safe) and it's moved above its 200-day moving average. Okay holding long-term.
BUY
BUY
January 10, 2019
All their real estate is operated reasonably. Commercial is holding up a bit better than residential. It had a nice little run while people got nervous with markets. The October drop might have scared some investors. Hold this one for income.
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All their real estate is operated reasonably. Commercial is holding up a bit better than residential. It had a nice little run while people got nervous with markets. The October drop might have scared some investors. Hold this one for income.
TOP PICK
TOP PICK
January 2, 2019
REITs will do well even in a slow rising-rate environment. Pays a 6.7% yield. Asset value is nearly $25 vs. a stock price of $20.63. A mix of office and retail real estate. The total return was actually up in 2018--rare in 2018. But it's tarred by being in Alberta, but that's only one Calgary property which is 100% leased. You won't see a ton of growth here, but you'll get nearly a 7% yield plus 5% growth.
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REITs will do well even in a slow rising-rate environment. Pays a 6.7% yield. Asset value is nearly $25 vs. a stock price of $20.63. A mix of office and retail real estate. The total return was actually up in 2018--rare in 2018. But it's tarred by being in Alberta, but that's only one Calgary property which is 100% leased. You won't see a ton of growth here, but you'll get nearly a 7% yield plus 5% growth.
BUY
BUY
December 11, 2018
REITs you recommend? Earlier this year, interest-sensitives moved down because interest rates were rising. Then, this fall, the Canadian economy looked shaky as oil fell, so rates held, and so THIS benfitted interest-sensitives. Now, there are fears of a recession (which she doesn't see), so investors bought these stocks again. You should hold 5-7% in REITS. She likes H&R REIT with a yield of 6%. It's diversified across commercial and industrial properties with some in Canada but got out of that in America. They'll benefit when Amazon builds another HQ in Long Island where HR has some residential property.
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REITs you recommend? Earlier this year, interest-sensitives moved down because interest rates were rising. Then, this fall, the Canadian economy looked shaky as oil fell, so rates held, and so THIS benfitted interest-sensitives. Now, there are fears of a recession (which she doesn't see), so investors bought these stocks again. You should hold 5-7% in REITS. She likes H&R REIT with a yield of 6%. It's diversified across commercial and industrial properties with some in Canada but got out of that in America. They'll benefit when Amazon builds another HQ in Long Island where HR has some residential property.
HOLD
HOLD
December 5, 2018
At these levels the valuation looks attractive. The dividend is safe. They don’t have as high a dividend growth outlook as other REITs though. A good hold for a diversified portfolio.
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At these levels the valuation looks attractive. The dividend is safe. They don’t have as high a dividend growth outlook as other REITs though. A good hold for a diversified portfolio.
BUY
BUY
November 13, 2018
They have quality office buildings with high occupancy. The REIT acts like a long-term bond, so it lags as rates rise. They're streamlining what it's doing in the US, getting out of retail to focus on multi-family housing units. Defensive stocks are starting to hold in, which is good. It's attractively valued. She's holding it for the yield and predicts price appreciation.
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They have quality office buildings with high occupancy. The REIT acts like a long-term bond, so it lags as rates rise. They're streamlining what it's doing in the US, getting out of retail to focus on multi-family housing units. Defensive stocks are starting to hold in, which is good. It's attractively valued. She's holding it for the yield and predicts price appreciation.
BUY WEAKNESS
BUY WEAKNESS
October 26, 2018

The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

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The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

HOLD
HOLD
September 21, 2018

They have a sizable discount to the NAV and a good yield. You would likely regret selling at this level – continue to hold. They have a quality portfolio and are getting out of the US retail space. Yield 6.9%.

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They have a sizable discount to the NAV and a good yield. You would likely regret selling at this level – continue to hold. They have a quality portfolio and are getting out of the US retail space. Yield 6.9%.

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