H&R Real Estate Inv Trust

HR.UN-T

TSE:HR.UN

10.62
0.00 (0.00%)
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
TOP PICK
TOP PICK
October 21, 2016

This is kind of a weaselly way to play oil recovery. The bad news is that there is not a lot of growth there right now as they are doing so much asset sales, but it is very cheap. A bit of a play on long duration leases. Their net exposure in Calgary, once you X out long-term leases, is about 12%-13%. If things get a little better there, this should benefit. It shouldn’t be trading at the discount it is now. Dividend yield of 5.92%.

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This is kind of a weaselly way to play oil recovery. The bad news is that there is not a lot of growth there right now as they are doing so much asset sales, but it is very cheap. A bit of a play on long duration leases. Their net exposure in Calgary, once you X out long-term leases, is about 12%-13%. If things get a little better there, this should benefit. It shouldn’t be trading at the discount it is now. Dividend yield of 5.92%.

BUY WEAKNESS
BUY WEAKNESS
September 16, 2016

For a REIT, this is actually quite volatile, from $18-$24. You really have to check your risk appetite if you want that yield, given the big volatility. At these levels, he would not Buy, but would wait until around $20. Dividend yield of 6%.

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For a REIT, this is actually quite volatile, from $18-$24. You really have to check your risk appetite if you want that yield, given the big volatility. At these levels, he would not Buy, but would wait until around $20. Dividend yield of 6%.

COMMENT
COMMENT
September 13, 2016

She likes this REIT. This does commercial as well as shopping centres, but mainly commercial. They provide a very attractive yield of 6.0%. She feels the distribution is very safe. Their tenants are very blue-chip under long-term contracts. They have very high occupancy and long-term leases.

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She likes this REIT. This does commercial as well as shopping centres, but mainly commercial. They provide a very attractive yield of 6.0%. She feels the distribution is very safe. Their tenants are very blue-chip under long-term contracts. They have very high occupancy and long-term leases.

COMMENT
COMMENT
September 9, 2016

REITs are listed in the TSX under financials and they are bringing them out into their own sector. For the larger ones, it will bring around some new buying. That is a temporary thing and he would use that as an opportunity to Sell. These are stocks that have benefited hugely by low interest rates and people searching for yield. As soon as interest rates start to go up, they get hurt by 1) people who start looking at other things and 2) when cost of capital starts to go up.

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REITs are listed in the TSX under financials and they are bringing them out into their own sector. For the larger ones, it will bring around some new buying. That is a temporary thing and he would use that as an opportunity to Sell. These are stocks that have benefited hugely by low interest rates and people searching for yield. As soon as interest rates start to go up, they get hurt by 1) people who start looking at other things and 2) when cost of capital starts to go up.

TOP PICK
TOP PICK
September 2, 2016

Of the Top 5 REITs in Canada, this has the highest yield. It’s a diversified name. A safe payout of 5.79%.

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Of the Top 5 REITs in Canada, this has the highest yield. It’s a diversified name. A safe payout of 5.79%.

BUY
BUY
August 11, 2016

REITs are really cheap and have upside potential. This one had nice increases in price since the beginning of the year. It all depends on interest rates. If they stay where they are then perhaps REITs can move higher. They are eager to get out and talk right now. They had the first analyst call in 20 years recently. They may start to get more attention. They are good value, cheap and have good yields.

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REITs are really cheap and have upside potential. This one had nice increases in price since the beginning of the year. It all depends on interest rates. If they stay where they are then perhaps REITs can move higher. They are eager to get out and talk right now. They had the first analyst call in 20 years recently. They may start to get more attention. They are good value, cheap and have good yields.

TOP PICK
TOP PICK
August 8, 2016

Has a terrific, sustainable yield with a history of high occupancy. They are conservative operators of the real estate. The yield is fully taxed so you may want it in a registered account.

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Has a terrific, sustainable yield with a history of high occupancy. They are conservative operators of the real estate. The yield is fully taxed so you may want it in a registered account.

BUY
BUY
July 28, 2016

REITs. H&R or Slate? They are creating a new sector at the end of the month. The incremental demand should support share prices. He prefers H&R to slate. Even if it has exposure to Western Canada, there are 10 years to the leases and to their debt. It is a very well diversified REIT and you get a great yield.

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REITs. H&R or Slate? They are creating a new sector at the end of the month. The incremental demand should support share prices. He prefers H&R to slate. Even if it has exposure to Western Canada, there are 10 years to the leases and to their debt. It is a very well diversified REIT and you get a great yield.

BUY
BUY
July 28, 2016

(Market Call Minute.) This has 95% occupancy or better. Very sustainable yield. Long dated leases.

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(Market Call Minute.) This has 95% occupancy or better. Very sustainable yield. Long dated leases.

BUY
BUY
July 18, 2016

They have a very good portfolio. They are now refocused back on Alberta. REITs here are being supported because index players are buying the stock. REITs are tucked within financials, but at the end of the month they will be a separate sector (GIC).

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They have a very good portfolio. They are now refocused back on Alberta. REITs here are being supported because index players are buying the stock. REITs are tucked within financials, but at the end of the month they will be a separate sector (GIC).

TOP PICK
TOP PICK
July 12, 2016

Real estate is going to be its own GICS sector in August, away from financial services. Thinks this probably gets added to the TSX 60 along with RioCan (REI.UN-T). Trading at a 30% discount to the other large REITs, primarily because they have the Encana office building, but that looks okay now. Dividend yield of 5.75%.

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Real estate is going to be its own GICS sector in August, away from financial services. Thinks this probably gets added to the TSX 60 along with RioCan (REI.UN-T). Trading at a 30% discount to the other large REITs, primarily because they have the Encana office building, but that looks okay now. Dividend yield of 5.75%.

COMMENT
COMMENT
July 11, 2016

Has benefited along, with the other REITs, on the flight to yield. They had an issue in terms of perception based on the Bow building in Calgary, but he feels people are now getting beyond that. Even if it doesn’t grow, this has an attractive yield. Probably still a good bet.

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Has benefited along, with the other REITs, on the flight to yield. They had an issue in terms of perception based on the Bow building in Calgary, but he feels people are now getting beyond that. Even if it doesn’t grow, this has an attractive yield. Probably still a good bet.

TOP PICK
TOP PICK
July 8, 2016

The GICS sector is paying a lot of attention to REITs, and this is the 2nd largest, but it hasn’t quite got the attention. When he sees retail REITs doing very well, office REITs doing quite well, and industrial REITs doing well, this has all 3 and with the sum of the parts, it shouldn’t be trading where it is. A nice play for another 5%-10% upside, at a time when a lot of the large Caps have already been bid up. Has both US and Canadian exposure. It also has Calgary exposure, but those are only a couple of buildings that are leased out to 2022, so it is not really a risk. Dividend yield of 5.85%.

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The GICS sector is paying a lot of attention to REITs, and this is the 2nd largest, but it hasn’t quite got the attention. When he sees retail REITs doing very well, office REITs doing quite well, and industrial REITs doing well, this has all 3 and with the sum of the parts, it shouldn’t be trading where it is. A nice play for another 5%-10% upside, at a time when a lot of the large Caps have already been bid up. Has both US and Canadian exposure. It also has Calgary exposure, but those are only a couple of buildings that are leased out to 2022, so it is not really a risk. Dividend yield of 5.85%.

BUY
BUY
June 14, 2016

(A REIT for income purposes?) This is a commercial REIT with a lot of large commercial buildings across Canada, as well as some retail operations in the US. Dividend yield of 6.2%.

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(A REIT for income purposes?) This is a commercial REIT with a lot of large commercial buildings across Canada, as well as some retail operations in the US. Dividend yield of 6.2%.

WAIT
WAIT
May 20, 2016

His only concern would be their Alberta properties. This is one of the most solid REITs in Canada. Wouldn’t be too concerned about the yield, but wouldn’t necessarily overweight it because of its regional exposure to Alberta.

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His only concern would be their Alberta properties. This is one of the most solid REITs in Canada. Wouldn’t be too concerned about the yield, but wouldn’t necessarily overweight it because of its regional exposure to Alberta.

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