Derek Warren

Believes lower interest rates will help prospects of Canadian REIT sector. Falling rates will mean less interest expenses for real estate companies. Seeing lots off opportunity in office space market. Expecting market trend to reverse as more people return to working at the office. Doesn't see a sharp recovery, but will see a gradual recovery. Good time to buy cheap REIT stocks. Even with a hybrid working model - demand will continue for "in person" meetings. 

Core holding in portfolio. Tenants include Loblaws and Shoppers Drug market which is very good for stable cash flow. Excellent pick for long term investors (10 years or more). Expecting further development in industrial properties. Lots of room for the company to experience growth. 

Value pick given current share price. Company beginning to find its way again. Returning back to core strengths of the business. Focus on urban centers very good idea. Management team is performing well. 

Yield at ~9% is excellent for income investors. High quality business despite small size. Well managed with stable payout ratio that is not at risk. Would recommend holding. 

Canada's largest industrial REIT with properties in Canada, Europe and Asia. Increasing rents has helped the business, however, rents have appeared to plateaued lately. Concerns that large revenue stream from Magna will be at risk from tariffs. Would buy more shares upon stock price weakness. Strong business overall. 

Owns shares in portfolio. Many premium properties throughout Canada. High end of the retail leasing market. Would buy more shares any time share price falls. 

Very good company with industrial properties in Canada and Europe. Recent pullback in share price has created buying opportunity. Owns shares in portfolio. Nature of short term leases agreements not a huge factor on revenues - expected to remain strong. 

Condo sales falling has reduced demand for storage. Overall, company is fairly small. Debt levels are high, but manageable. Would recommend holding. 

Would recommend holding shares. Payout ratio is high, but appears to be able to manage. Occupancy numbers will be interesting to watch. As Toronto grows, will be good for business. Just takes time. 

Canadian company that is focused on USA properties. Could be a good option if tariffs hit Canada. Grocery style tenets are very safe. Balance sheet is getting stronger, and dividend looks safe. Would recommend holding for income purposes. 

Very attractive dividend, especially for large caps. Walmart anchor tenant which is very good for business. Stable business that could only get better. 

Cell phone tower owner/operator - leases out to providers. Very good business as towers don't need to be re-developed. Able to grow earnings at a consistent basis. A little bit more debt than is preferred, but with falling interest rates - will be good for business. Good time to invest in company, and has been buying shares. 

Most exposure is in Quebec. Lots of office space exposure. But could see a business turnaround. Would recommend buying and holding. 

Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term. 

Owns shares in business. Portfolio includes properties in Alberta which is not rent controlled. Recent share price sell-off not a concern. Overall is a high quality business. Concern around tariffs not a worry. Would recommend buying. Alberta is a great place to do business, and is expected to keep growing (good for business).