H&R Real Estate Inv Trust

HR.UN-T

TSE:HR.UN

10.34
0.19 (1.87%)
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
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%.

COMMENT
COMMENT
September 11, 2018

The company has been frustrating because it pays a good dividend but it has had a slow decline in stock price. Management at the right is similarly concerned about the stock price and is adjusting its portfolio--getting out of US retail and into US multifamily. In Canada it is a very high-quality commercial real estate operator with high-quality tenants. Their vacancy rates are very low, the dividend is seen as safe and the stock has been treated by investors as a bond substitute. She expects the portfolio adjustments to lead to an increase in the stock price. Yield 6.8%.

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The company has been frustrating because it pays a good dividend but it has had a slow decline in stock price. Management at the right is similarly concerned about the stock price and is adjusting its portfolio--getting out of US retail and into US multifamily. In Canada it is a very high-quality commercial real estate operator with high-quality tenants. Their vacancy rates are very low, the dividend is seen as safe and the stock has been treated by investors as a bond substitute. She expects the portfolio adjustments to lead to an increase in the stock price. Yield 6.8%.

DON'T BUY
DON'T BUY
July 31, 2018

Good for a long term hold? Dividend safe? Yield around 6%. Has always stayed away because lots of moving parts. Just wants them to do something he can understand. Nothing tells him he needs to own it.

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Good for a long term hold? Dividend safe? Yield around 6%. Has always stayed away because lots of moving parts. Just wants them to do something he can understand. Nothing tells him he needs to own it.

HOLD
HOLD
July 25, 2018

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

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This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

COMMENT
COMMENT
July 23, 2018

It's been sliding since early 2017, and all REITs are getting hit with rising interest rates. In the summer, REITs hang on, because interest rates hold. Look for it to show strength above the current $20.

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It's been sliding since early 2017, and all REITs are getting hit with rising interest rates. In the summer, REITs hang on, because interest rates hold. Look for it to show strength above the current $20.

DON'T BUY
DON'T BUY
July 19, 2018

He sold it a few years ago. He thought it had run is coarse. He is not ready to jump back in.

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He sold it a few years ago. He thought it had run is coarse. He is not ready to jump back in.

BUY
BUY
June 26, 2018

H&R REIT vs. Artis REIT as a dividend play: H&R is the only REIT he owns, paying a 6.5% yield. It's diversified and the only REIT trading at a discount to its NAV. It's cheap. Artis has been flat. All REITs have pulled back due to interest rate rises, so this is not the space to be. H&R is cleaning up selling the U.S. It will outperform in the next 12 months. Not much growth here, but a good yield play.

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H&R REIT vs. Artis REIT as a dividend play: H&R is the only REIT he owns, paying a 6.5% yield. It's diversified and the only REIT trading at a discount to its NAV. It's cheap. Artis has been flat. All REITs have pulled back due to interest rate rises, so this is not the space to be. H&R is cleaning up selling the U.S. It will outperform in the next 12 months. Not much growth here, but a good yield play.

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