BSR REIT

HOM.UN-T

Analysis and Opinions about HOM.UN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 27, 2019
A large holding in rental apartments in the Sun Belt. Affordable apartments that are a very defensible holding. Management owns 50% of the shares. It is worth $13.50 per share in the short term. Yield 4.03% (Analysts’ price target is $16.95)
BSR REIT (HOM.UN-T)
November 27, 2019
A large holding in rental apartments in the Sun Belt. Affordable apartments that are a very defensible holding. Management owns 50% of the shares. It is worth $13.50 per share in the short term. Yield 4.03% (Analysts’ price target is $16.95)
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$16.280
Owned
Yes
TOP PICK
TOP PICK
November 4, 2019
A sector he likes – apartments – a location he likes – US sunbelt. It is affordable apartments. It is very defensive. Everyone needs a place to live. Management is highly aligned. They are adept at operating. There is 30% upside. (Analysts’ price target is $16.25)
BSR REIT (HOM.UN-T)
November 4, 2019
A sector he likes – apartments – a location he likes – US sunbelt. It is affordable apartments. It is very defensive. Everyone needs a place to live. Management is highly aligned. They are adept at operating. There is 30% upside. (Analysts’ price target is $16.25)
Andrew Moffs
Senior Vice President and Portfolio Manager , Vision Capital
Price
$11.500
Owned
Yes
HOLD
HOLD
October 9, 2019
A small Canadian REIT focusing on US middle market apartments. He likes these specific markets because they less risk around the affordability and the ability to raise rents without regulatory issues. They are trading at a discount to NAV, which confused him why they issued at a discount. Yield 4.4%
BSR REIT (HOM.UN-T)
October 9, 2019
A small Canadian REIT focusing on US middle market apartments. He likes these specific markets because they less risk around the affordability and the ability to raise rents without regulatory issues. They are trading at a discount to NAV, which confused him why they issued at a discount. Yield 4.4%
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$11.370
Owned
No
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