Gail Mifsud
Member since: Oct '04
Senior Real Estate Analyst at
Blackmont Capital

Latest Top Picks

Quebec-based. Trading at a discount to its NAV. acquired office and industrial assets from Alexis Nihon (AN.UN-T), which doubled the size of the portfolio giving them about 17 million square feet. This has provided them with above average funds from operation growth. Management owns about 20% of the trust units.
Unfairly beaten up over the past several weeks. Trading at an implied yield of close to 8%. Concerns on the $1.1 billion Bow project in Calgary are unmerited.
High-quality retail properties in their portfolio. Has historically outperformed and sees no reason why it shouldn't continue to do so.
Has a “Strong Buy” rating. Merging with Alexis Nihon (AN.UN-T). Quebec based with 11 million sq ft including 1/3 industrial, 1/3 retail and 1/3 office. Strong management.
Neighbourhood, grocery anchored mall focused. Substantial dividend. Their specialty is the acquisition and development of grocery anchored malls. Principles own about 50% of the outstanding shares.