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Signal Opinion Expert
COMMENT

They're in the right place at the right time with a shift to industrial. Vacancy rates are at 10-year lows in eastern Canada where Summit deal. Summit will capture market rent growth as they roll their tenants over time. But there is an external management agreement that is one of the most egregious out there, so hold your nose. There will be leakage of fees paid to external managers. Summit will likely internalize the management team.

investment companies/funds

They're in the right place at the right time with a shift to industrial. Vacancy rates are at 10-year lows in eastern Canada where Summit deal. Summit will capture market rent growth as they roll their tenants over time. But there is an external management agreement that is one of the most egregious out there, so hold your nose. There will be leakage of fees paid to external managers. Summit will likely internalize the management team.

investment companies/funds
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$8.860
Owned Owned
Unknown

BUY

A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. AMH is a major player in this space and it's trading at a discount to NAV now.

REAL ESTATE

A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. AMH is a major player in this space and it's trading at a discount to NAV now.

REAL ESTATE
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$22.810
Owned Owned
Unknown

BUY

A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. INVH is a major player in this space and it's trading at a discount to NAV now.

REAL ESTATE

A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. INVH is a major player in this space and it's trading at a discount to NAV now.

REAL ESTATE
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$23.220
Owned Owned
Unknown

BUY on WEAKNESS
Granite REIT(GRT.UN-T) 

August 16, 2018

You're buying this for the new CEO, not its assets. It was an industrial REIT and was the real estate entity of Magna. It's since diversified out of it. Granite doesn't have much leverage to expand into other industrial assets. It brought in the CEO of Pure Industrial REIT who is the right person in place. Are you too far along in the industrial real estate cycle for him to go out and find value? He thinks the industrial story has legs. He likes Granite. But it when it sells off a bit. Makes sense long term.

E.T.F.'s

You're buying this for the new CEO, not its assets. It was an industrial REIT and was the real estate entity of Magna. It's since diversified out of it. Granite doesn't have much leverage to expand into other industrial assets. It brought in the CEO of Pure Industrial REIT who is the right person in place. Are you too far along in the industrial real estate cycle for him to go out and find value? He thinks the industrial story has legs. He likes Granite. But it when it sells off a bit. Makes sense long term.

E.T.F.'s
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$54.640
Owned Owned
Unknown

COMMENT

It's getting swept up in the same issue as its peers, like Riocan and Choice Properties--all high-quality REITs that hold retail. In the U.S. there's been a mass sell-off of retail. All such REITs have been swept up in this sell-off and are trading at discounts to NAV. Recently, these REITs have rebounded though. All are selling assets and reinvesting that cash in their core locations. This includes Crombie. But these are long-term projects. Steady over the long-term to own, though don't expect a spike anytime soon.

property mngmnt/investment

It's getting swept up in the same issue as its peers, like Riocan and Choice Properties--all high-quality REITs that hold retail. In the U.S. there's been a mass sell-off of retail. All such REITs have been swept up in this sell-off and are trading at discounts to NAV. Recently, these REITs have rebounded though. All are selling assets and reinvesting that cash in their core locations. This includes Crombie. But these are long-term projects. Steady over the long-term to own, though don't expect a spike anytime soon.

property mngmnt/investment
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$13.220
Owned Owned
Unknown

COMMENT

The parent, Brookfield, creates a lot of value over time. Long story short, BPY.UN could remain frustrating for investors for six months during this complicated GGP deal. In the long-run, this should create a lot of growth for this REIT. He thinks Brookfield considers BPY as their number one flagship vehicle.

REAL ESTATE

The parent, Brookfield, creates a lot of value over time. Long story short, BPY.UN could remain frustrating for investors for six months during this complicated GGP deal. In the long-run, this should create a lot of growth for this REIT. He thinks Brookfield considers BPY as their number one flagship vehicle.

REAL ESTATE
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$26.340
Owned Owned
Unknown

TOP PICK

They can widen their moat. Brookfield can raise a lot of money in the asset classes they manage. The cash and brand compounds, earning the trust of sovereign wealth funds, etc. (1.4% dividend yield)

management/diversified

They can widen their moat. Brookfield can raise a lot of money in the asset classes they manage. The cash and brand compounds, earning the trust of sovereign wealth funds, etc. (1.4% dividend yield)

management/diversified
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$57.670
Owned Owned
Yes

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