Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 1, 2010
Only one in Canada exposed to the hotel market that is well run and diversified. Numbers haven't been great but they are survivors and he thinks they will maintain their distributions. 7.7% yield.
Show full opinionHide full opinion
InnVest Reit (INN.UN-T)
September 1, 2010
Only one in Canada exposed to the hotel market that is well run and diversified. Numbers haven't been great but they are survivors and he thinks they will maintain their distributions. 7.7% yield.
BUY
BUY
September 1, 2010
Low payout ratio and relatively conservative product mix. Good at managing properties. Doesn't expect much to happen with this. 8.8% yield.
Show full opinionHide full opinion
CANMARC REIT (CMQ.UN-T)
September 1, 2010
Low payout ratio and relatively conservative product mix. Good at managing properties. Doesn't expect much to happen with this. 8.8% yield.
COMMENT
COMMENT
September 1, 2010
Calloway (CWT.UN-T) versus RioCan (REI.UN-T)? RioCan is feeling very challenged as it can't find any growth in Canada so are expanding into the US. Calloway has always had more sites than they were using and have the Wal-Mart relationship allowing them to expand. For immediate growth and a better economy in Canada, Calloway has the advantage. Very close to being the same. Fully valued.
Show full opinionHide full opinion
Smart REIT (SRU.UN-T)
September 1, 2010
Calloway (CWT.UN-T) versus RioCan (REI.UN-T)? RioCan is feeling very challenged as it can't find any growth in Canada so are expanding into the US. Calloway has always had more sites than they were using and have the Wal-Mart relationship allowing them to expand. For immediate growth and a better economy in Canada, Calloway has the advantage. Very close to being the same. Fully valued.
TOP PICK
TOP PICK
September 1, 2010
Very good yield at 8.6%. About 100% payout ratio and it's highly likely they will be bringing this down. Very sharp management.
Show full opinionHide full opinion
Dream Office REIT (D.UN-T)
September 1, 2010
Very good yield at 8.6%. About 100% payout ratio and it's highly likely they will be bringing this down. Very sharp management.
TOP PICK
TOP PICK
September 1, 2010
Geographically diversified. Trading at a multiple of 16. 3.7% yield.
Show full opinionHide full opinion
Geographically diversified. Trading at a multiple of 16. 3.7% yield.
TOP PICK
TOP PICK
September 1, 2010
Apartments and gets all the benefits of CMHC financing. Starting to grow in Ontario. About 85% payout ratio and a sustainable 6.1% yield.
Show full opinionHide full opinion
Apartments and gets all the benefits of CMHC financing. Starting to grow in Ontario. About 85% payout ratio and a sustainable 6.1% yield.
PAST TOP PICK
PAST TOP PICK
September 1, 2010
(A Top Pick Sept 3/09. Up 32.07%.) Wonderful hands on management.
Show full opinionHide full opinion
(A Top Pick Sept 3/09. Up 32.07%.) Wonderful hands on management.