Northview Apartment Real Estate

NVU.UN-T

Analysis and Opinions about NVU.UN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 19, 2010
(Top Pick Feb 12/09, Up %45) Multi-family in northern geographies. Loves it. Management is tremendous. Fully priced at these levels.
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(Top Pick Feb 12/09, Up %45) Multi-family in northern geographies. Loves it. Management is tremendous. Fully priced at these levels.
PAST TOP PICK
PAST TOP PICK
October 13, 2009
(Top Pick Oct 14 /08, Up 36%)Will continue as a REIT. They are apartment buildings in Northern Canada. Their biggest tenent is the government.
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(Top Pick Oct 14 /08, Up 36%)Will continue as a REIT. They are apartment buildings in Northern Canada. Their biggest tenent is the government.
BUY
BUY
July 8, 2009
Nursing homes and apartments up in Inuvik and Fort McMurray. Yield of about 8%. Payout ratio is lower than what they are bringing money in giving them a conservative balance sheet. Benefit from lower energy costs because they are vulnerable to high oil/gas prices.
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Nursing homes and apartments up in Inuvik and Fort McMurray. Yield of about 8%. Payout ratio is lower than what they are bringing money in giving them a conservative balance sheet. Benefit from lower energy costs because they are vulnerable to high oil/gas prices.
HOLD
HOLD
June 25, 2009
(Market Call Minute.) Excellent properties. Wonderful balance sheet.
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(Market Call Minute.) Excellent properties. Wonderful balance sheet.
BUY
BUY
March 17, 2009
(Market Call Minute.) Great management team. CMHC financing. Very low pay out ratio.
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(Market Call Minute.) Great management team. CMHC financing. Very low pay out ratio.
TOP PICK
TOP PICK
February 12, 2009
Primarily multi-residential. Low payout ratio in the low 80's. Excellent access to debt financing with CMHC. Low competition. Good price. Buy around $16 and Sell over $18.
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Primarily multi-residential. Low payout ratio in the low 80's. Excellent access to debt financing with CMHC. Low competition. Good price. Buy around $16 and Sell over $18.
BUY
BUY
November 3, 2008
Multi residential and mostly in northern geographies and Newfoundland. Excellent access to debt because they can tap into CMHC financing. Very conservative leverage.
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Multi residential and mostly in northern geographies and Newfoundland. Excellent access to debt because they can tap into CMHC financing. Very conservative leverage.
TOP PICK
TOP PICK
October 14, 2008
Almost 9% distribution. Real estate trusts are exempt from what happens in 2011, will continue to be a trust. Residential trust so not economic sensitivity of a shopping center. Payout ratio is very low - lots of upside without much risk.
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Almost 9% distribution. Real estate trusts are exempt from what happens in 2011, will continue to be a trust. Residential trust so not economic sensitivity of a shopping center. Payout ratio is very low - lots of upside without much risk.
BUY WEAKNESS
BUY WEAKNESS
August 13, 2008
Primarily multiresidential seniors housing. Pretty solid cash flow. Strong growth potential internally. Free cash flow yield of about 8.5%. Try to get in at around $20 but is cheap at these levels.
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Primarily multiresidential seniors housing. Pretty solid cash flow. Strong growth potential internally. Free cash flow yield of about 8.5%. Try to get in at around $20 but is cheap at these levels.
BUY
BUY
April 10, 2008
Apartment buildings in Inuvik. Good managers. Have shown some good net income increases.
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Apartment buildings in Inuvik. Good managers. Have shown some good net income increases.
BUY
BUY
January 14, 2008
Started acquiring seniors housing properties, sales/lease backs as well as industrial/commercial real estate in northern and remote geographies. Waiting for a little more clarity on management strategies before buying more. Good quality. Trades at a discount to NAV.
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Started acquiring seniors housing properties, sales/lease backs as well as industrial/commercial real estate in northern and remote geographies. Waiting for a little more clarity on management strategies before buying more. Good quality. Trades at a discount to NAV.
BUY
BUY
January 7, 2008
Specializes in housing in northern Canada. Very conservative. Payout ratio is probably one of the lowest in the REITs. Its largest single tenant is government sold there is little credit risk.
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Specializes in housing in northern Canada. Very conservative. Payout ratio is probably one of the lowest in the REITs. Its largest single tenant is government sold there is little credit risk.
BUY
BUY
December 28, 2007
Likes this one even though it has not performed well. Specialty REIT that focuses on Northern properties. Also investing in seniors housing, which adds to their Funds From Operations. Were hurt by energy costs but have cut costs.
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Likes this one even though it has not performed well. Specialty REIT that focuses on Northern properties. Also investing in seniors housing, which adds to their Funds From Operations. Were hurt by energy costs but have cut costs.
BUY WEAKNESS
BUY WEAKNESS
December 7, 2007
Excellent management. Traditionally a multi-residential play in northern geographies. Recently branched into industrial properties in the Northwest Territories and Newfoundland, which is probably the reason for the selloff. Still prudently financed and distribution is well covered by free cash flow. Internal growth looks very strong. Buy at one dollar lower.
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Excellent management. Traditionally a multi-residential play in northern geographies. Recently branched into industrial properties in the Northwest Territories and Newfoundland, which is probably the reason for the selloff. Still prudently financed and distribution is well covered by free cash flow. Internal growth looks very strong. Buy at one dollar lower.
PAST TOP PICK
PAST TOP PICK
October 2, 2007
(A Top Pick Oct 10/06. Up 5.5% plus distribution.) Largest, mostly residential REIT in northern Canada, servicing the territories, northern Alberta and Nunavut.
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(A Top Pick Oct 10/06. Up 5.5% plus distribution.) Largest, mostly residential REIT in northern Canada, servicing the territories, northern Alberta and Nunavut.
Showing 61 to 75 of 109 entries