At these levels the valuation looks attractive. The dividend is safe. They don’t have as high a dividend growth outlook as other REITs though. A good hold for a diversified portfolio.

This company leases to Sobey’s. At his value, it is heavily discounted and there is good development potential. He questions where the capital is going to come from. So he continues to watch, but views it a good hold.

A great company, he feels, although it depends on your time frame. The Weston family is the largest shareholder as this was the real estate arm of Loblaw’s. Their recent acquisitions expands their business scope into transit hubs and residential in Toronto. This will take a few years.

An exceptional company with great leadership. In a meeting with the Chairman a few days ago he sees a very forward thinking team. Walmart is their biggest tenant – the only retailer to compete effectively against Amazon. At its current NAV it is worth waiting to buy on weakness.

This company is in a stage now where their balancer sheet is well positioned. They have a lot of strength ahead of it. It is trading at fair value.

A massively discounted stock price, he thinks. There have been a lot of concerns about the company, but most of them are being adequately addressed. The European business they own is worth the entire current share price alone. They also own the Sak’s property in New York and other great real estate holdings.

The entry point is great right now. They look to double their revenues by 2022 from $900 million today. They have a great balance sheet and management team. They hold assets in all the major US campuses. They are the curators of new biotech and big pharma real estate start-ups on and near these campuses. When a lease comes due, they can raise rents 30% or more. Yield 3%. (Analysts’ price target is $138.25)