| TOP PICK | 27.630 | Michele Robitaille | One of the oldest Reits in the sector. Conservatively, well run real estate company. | 2008-10-02 | |
| TOP PICK | 28.650 | Dennis Mitchell, CFA | Office, industrial and retail across Canada. Low payout ratio. Very conservative accounting. Low leverage. 4.75% yield. 70% payout ratio. Free cash flow yield of about 7%. | 2008-08-13 | |
| TOP PICK | 28.540 | Kevin Hall BComm, CFA | Very stable name. Great balance sheet. 75% payout ratio. Good financial flexibility. While diversified across retail, industrial and office. 4.7% yield and he would anticipate a distribution increase this year. | 2008-05-06 | |
| PAST TOP PICK | 27.260 | Charles Dillingham | (A Top Pick Jan 18/07. Up .06 % not including yields.) Very low payout ratio and one of the best quality REITs. Still likes. | 2008-02-14 | |
| TOP PICK | 25.980 | Charles Dillingham | Really well managed. Diversified. A mixture of industrial, office and retail. Montreal and Toronto. Good price. | 2008-01-18 | |
| BUY on WEAKNESS | 29.380 | Dennis Mitchell, CFA | One of his favourite names. Office and industrial. Spread across Canada with about 32% in Western Canada. Excellent management team and very conservatively run. Low payout ratio. Buy in the $27-$28 range. 4.5% yield. | 2007-12-07 | |
| TOP PICK | 28.500 | Michele Robitaille | One of the largest and oldest REITs. Portfolio of retail offices and industrial properties. Diversified by properties and class and geography. Conservative management team. Great long-term track record. Lower growth profile but very stable. Conservative payout ratio. Trading at a discount to NAV. Could be a takeout candidate by a pension fund. | 2007-11-28 | |
| HOLD | 29.600 | Charles Dillingham | They hold and hold and hold. Diversified very well managed company. | 2007-10-29 | |
| BUY | 29.500 | Dennis Mitchell, CFA | One of the best names in this space. Commercial diversified. Retail, office and industrial. Excellent management. Good core name that you can buy at discount to NAV. Very conservative payout ratio. Development is starting to ramp up. | 2007-08-16 | |
| BUY on WEAKNESS | 28.660 | Charles Dillingham | One of the best managed. If there is ever a takeout, this would be the best candidate. Very good mix of property, both by product and geography. 4.6% yield. | 2007-07-23 | |
| BUY | 30.860 | Charles Dillingham | One of the best quality, best managed REITs. Has been weak lately so he has been buying. Reported good earnings and has increased distributions. | 2007-05-07 | |
| BUY | 30.190 | Dennis Mitchell, CFA | 50% Retail 25% Office 25% Industrial.
He like it. Very conservative leverage and payout rates. | 2007-05-05 | |
| BUY | 32.540 | Michael Sprung | Well distributed between office, retail and commercial. Has a good balance of inventory. | 2007-01-29 | |
| HOLD | 31.600 | Dennis Mitchell, CFA | Commercial diversified. Have a unique strategy of targeting 50% retail, 25% office and 25% industrial. No US exposure. Signed an agreement with Hopewell Developments and will see some of those assets come stream later in 2007. Started to recycle their capital by selling a half interest in a property and use the capital to buy more and new real estate. | 2006-12-22 | |
| BUY | 30.250 | Robert Lauzon | Diversified real estate across Canada. Short term looks like it has strong positive momentum. | 2006-11-24 | |
| STRONG BUY | 24.100 | Leslie Lundquist | A diversified REIT by geography and type of property. Was going to be a Top Pick tonight but changed her mind. If you could only own one REIT, this would be the one. One of the most conservative with low debt, low payout ratio. | 2006-07-13 | |
| TOP PICK | 22.990 | Gail Mifsud | (A Top Pick Nov 25/05. Up 3.5%.) A core real estate investment trust holding. Very strong management team. Conservative balance sheets. High quality assets. Good strategic acquisition growth as well. | 2006-06-09 | |
| BUY | 22.770 | Robert Lauzon | Diversified into a little bit of retail and office space as well as geographically. Last few quarters have been fantastic. | 2006-06-02 | |
| TOP PICK | 23.750 | Leslie Lundquist | Canadian REIT is a diversified Canadian real estate trust. They have office, retail and commercial properties. Not overly exposed to one type of property. Strong, conservative management team. Low pay out ratio compared to the other senior trusts. Slightly less expensive than its peers. Paid a little less than $14.00 and are continueing to buy for new accounts . | 2006-03-04 | |
| TOP PICK | 21.920 | Gail Mifsud | Diversified REIT, both geographically and by product type. Excellent conservative management team. Made some strategic acquisitions. A core holding. | 2005-11-25 | |
| BUY | 20.400 | Michele Robitaille | Diversified holdings, industrial, retail and offices. Has been under the radar screen. A very solid performer. Good management. Seeing some upside in their industrial portfolio. | 2005-07-15 | |
| TOP PICK | 19.750 | Leslie Lundquist | Pays about 6%. Very stable. Have office, industrial and retail properties. Low payout ratio of about 88%. Strong management team. Have recently extended and locked in some of their floating rate debt. Very safe and stable trust. | 2005-05-20 | |
| BUY | 19.000 | Charles Dillingham | One of the best and most stable funds around. Diversified with office, retail and industrial. | 2005-05-12 | |
| HOLD | 19.170 | Gail Mifsud | Market perform rating. Diversified Real estate investment trust. Slow growth company. Don't buy, but hold em if you got em. | 2005-03-11 | |
| BUY | 18.300 | Gail Mifsud | Has a market perform rating. Have had a solid consistant 10 years plus of delivering. Very stable and very well managed. Diversified assets. | 2005-01-21 | |
| HOLD | 17.690 | Gail Mifsud | Likes this REIT. A stable, steady growth company. May see a modest price erosion as we head into a higher interest rate environment, but a good long term hold. | 2004-12-10 | |
| BUY | 16.400 | Charles Dillingham | Conservative and well managed. | 2004-10-15 | |
| BUY on WEAKNESS | 16.840 | John Priestman | Real estate is a late cycle play, so with the current economic recovery, buy on any weakness. | 2004-01-21 | |
| TOP PICK | 14.520 | Charles Dillingham | A good-quality REIT. Diversified. Income looks safe and the numbers look good. | 2003-09-26 | |
| WEAK BUY | 14.000 | Charles Dillingham | Well-managed.Industrial/office.Yields 8.79%.Well diversified. | 2003-08-01 | |
| BUY | 14.100 | Charles Dillingham | Well managed. Should be a survivor. 8.75 disbursements. | 2003-07-18 | |
| BUY | 12.680 | Sandy McIntyre | A good diversified REIT. | 2002-01-29 | |
| BUY | 12.600 | Bill Shaw | Good dividend and 3/4% yield. | 2001-10-04 | |
| BUY | 21.310 | Sandy McIntyre | Good mngmnt | 2001-08-13 | |
| BUY | 11.800 | Bill Shaw | Yield 10%. Well managed. Will be flat in near term. | 2001-06-08 | |
| BUY | 11.900 | Bill Shaw | Likes 10% yield. Good mngmnt. | 2001-05-23 | |
| BUY | 11.650 | Sandy McIntyre | | 2001-05-11 | |
| DON'T BUY | 11.200 | Sandy McIntyre | Have tier 2 real estate holdings so in a real estate downturn, this will get hurt the worse | 2000-12-06 | |
Experts that have talked about Canadian Real Estate Investment
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