Morguard Real Estate Inv Trust (MRT.UN-T) Stock Predictions - Stockchase
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Morguard Real Estate Inv Trust (MRT.UN-T)

ON STOCKCHASE SINCE May 2001

Financial Services Trust (regional Shopping centers)

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Morguard Real Estate Inv ...

MRT.UN-T

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Morguard Real Estate Inv Trust (MRT.UN-T) SAVE Apr, 25, 2019, 10:37 am

12.28 0.02 (0.16%)

What the experts are saying about MRT.UN-T



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BAM vs. Morguard BAM: He's recommended this and still does. It carries infrastructure, business partners and renewables. It's done very well and just bought Oak Tree, a good purchase for them. Morguard is much smaller. It's trading at a discount to NAV, because it's small and unrecognized. But its price hasn't done badly, though real estate has thrived in this environment.
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BAM vs. Morguard BAM: He's recommended this and still does. It carries infrastructure, business partners and renewables. It's done very well and just bought Oak Tree, a good purchase for them. Morguard is much smaller. It's trading at a discount to NAV, because it's small and unrecognized. But its price hasn't done badly, though real estate has thrived in this environment.
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$12.490
Owned Owned
Unknown

DON'T BUY

He owns Morguard Corp. (MRC-T).  He likes it because they hold a large portion of the free cash that is generated which gives them much more opportunity to do something with it.  It is an attractive compounder.

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He owns Morguard Corp. (MRC-T).  He likes it because they hold a large portion of the free cash that is generated which gives them much more opportunity to do something with it.  It is an attractive compounder.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$13.200
Owned Owned
No

COMMENT

A very capable management team, which is a huge positive. The action in the REIT space is driven more by interest rates. Expects rates will stay lower in Canada, but yields have been dragged up in the US in the past little while. Every time the REITs go up, the income becomes less valuable, but a good portion of REITs have financed themselves out fairly far. He is positive on this company.

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A very capable management team, which is a huge positive. The action in the REIT space is driven more by interest rates. Expects rates will stay lower in Canada, but yields have been dragged up in the US in the past little while. Every time the REITs go up, the income becomes less valuable, but a good portion of REITs have financed themselves out fairly far. He is positive on this company.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$15.400
Owned Owned
Unknown

HOLD

He is relatively constructive on REITs after the selloff. This one is fairly well diversified. It has a good footprint and good management team. Thinks this will give you a pretty decent yield. Not his favourite in the real estate sector.

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He is relatively constructive on REITs after the selloff. This one is fairly well diversified. It has a good footprint and good management team. Thinks this will give you a pretty decent yield. Not his favourite in the real estate sector.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$13.980
Owned Owned
Unknown

HOLD

A very well diversified Canadian REIT. Retail exposure and located in several different provinces. Morguard Corp substantially controls and owns a lot of the REIT. At some point, if the REIT gets cheap enough, it trades at a sizable discount to NAV, and you could see Morguard take it in and monetize it.

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A very well diversified Canadian REIT. Retail exposure and located in several different provinces. Morguard Corp substantially controls and owns a lot of the REIT. At some point, if the REIT gets cheap enough, it trades at a sizable discount to NAV, and you could see Morguard take it in and monetize it.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$15.690
Owned Owned
Unknown

HOLD

He got out around $17.  Most Canadian REITs pulled back.  If it gets cheap enough you could see Morguard Corp take it in.  There is probably not much more downside.

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He got out around $17.  Most Canadian REITs pulled back.  If it gets cheap enough you could see Morguard Corp take it in.  There is probably not much more downside.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$13.810
Owned Owned
No

COMMENT

This is his own company’s REIT. Because of this, he does not own this to make sure there is no conflict. Using the analysts’ consensus numbers, this is trading at over 20% discount over the value of its properties. Morguard, his company, owns over 50% of this. Dividend is very, very safe.

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This is his own company’s REIT. Because of this, he does not own this to make sure there is no conflict. Using the analysts’ consensus numbers, this is trading at over 20% discount over the value of its properties. Morguard, his company, owns over 50% of this. Dividend is very, very safe.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$18.530
Owned Owned
No

BUY
(Market Call Minute.) Trading at a slight discount to NAV.
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(Market Call Minute.) Trading at a slight discount to NAV.
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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$17.300
Owned Owned
No

BUY
Cheap and offers about a 15% total return. Commercial diversified name, mainly retail with a little bit of industrial.
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Cheap and offers about a 15% total return. Commercial diversified name, mainly retail with a little bit of industrial.
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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$16.170
Owned Owned
No

DON'T BUY
Historically has traded at a slight discount. Had a great run recently and is probably fully valued.
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Historically has traded at a slight discount. Had a great run recently and is probably fully valued.
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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$16.480
Owned Owned
No

HOLD
Commercial diversified name. Is at full and fair value.
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Commercial diversified name. Is at full and fair value.
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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$16.070
Owned Owned
No

BUY
Are earnings likely to catch up to the distribution? Likely never. In the case of REITs there is very poor earnings quality. Cash flow generated is very different from cash flow generated. Ignore earnings and focus on distributable cash flow. This company’s distribution is sustainable. Good quality name with good quality assets, but there is nothing overly special about them. At these levels you are probably going to get a 12%-13% total return. Commercial/diversified.
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Are earnings likely to catch up to the distribution? Likely never. In the case of REITs there is very poor earnings quality. Cash flow generated is very different from cash flow generated. Ignore earnings and focus on distributable cash flow. This company’s distribution is sustainable. Good quality name with good quality assets, but there is nothing overly special about them. At these levels you are probably going to get a 12%-13% total return. Commercial/diversified.
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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$14.700
Owned Owned
Unknown

BUY
Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
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Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
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Jeffrey F. Olin

President , Vision Capital Corpo...

Price Price
$14.490
Owned Owned
Unknown

BUY
Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
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Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
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Jeffrey F. Olin

President , Vision Capital Corpo...

Price Price
$14.490
Owned Owned
Unknown

BUY on WEAKNESS
Excellent liquidity situation. Payout ratio is sustainable. Was a discount for management that was probably warranted but is now overdone. Have done very well over the last couple of years. Would like to buy it in the $8 range. 7.5% distribution is very safe.
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Excellent liquidity situation. Payout ratio is sustainable. Was a discount for management that was probably warranted but is now overdone. Have done very well over the last couple of years. Would like to buy it in the $8 range. 7.5% distribution is very safe.
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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$9.640
Owned Owned
No

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