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Canadian Real Estate Investment
Symbol: REF.UN-T
Active: Y
Sector: investment companies/funds
Notes:Real Estate Trust (malls/offices/industrial) Tier 2/3 properties
Last Price: 37.800
Last Price Date: 2012-02-11 01:14:16
Globe 200 day average
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Experts who have talked about Canadian Real Estate Investment

TOP PICK36.270Charles DillinghamIn the best part of the market, they were liquidating assets and they put themselves at high quality. Yield is very low. Market was slow to recognize the quality. Very low payout ratio and low debt.2012-01-06
PAST TOP PICK35.190Andy Nasr(A Top Pick Aug 23/11. Up 8.1%.)2011-11-11
TOP PICK34.600Michele RobitailleWell diversified, exposure to office/industrial/retail. Strong balance sheet. Payout is 70%. Slow steady stable. Good longterm hold.2011-10-06
TOP PICK35.300Gavin Graham2nd largest diversified REIT. Industrial, retail and office. Most conservatively managed in that it has almost the lowest debt to capital and lowest payout ratio. 4% yield.2011-09-29
TOP PICK32.990Andy NasrOwn industrial, commercial and office properties. Strong development pipeline so can grow size of portfolio by 10-15% in next few years. Payout ratio is low so there is room for a payout increase.2011-08-23
TOP PICK32.700Charles DillinghamWe had a reprieve over the last few days but we are in very uncertain times. This one is absolute top quality. They retain higher quality items in their portfolio, rather than expanding it, in softer economies. Very low debt. 69% payout ratio. Acquired shopping centers in Mississauga and around Toronto. Low yield, 85% taxable. 2011-08-12
TOP PICK33.310Charles DillinghamVery good management. Have sold some assets to improve their quality. Has brought their income down. Recently acquired some shopping centers. 35% is in Alberta.2011-07-18
PAST TOP PICK33.440Gavin Graham(A Top Pick July 9/10. Up 21.56%.)2011-06-23
TOP PICK33.600Dennis Mitchell, CFALowest payout ratio. Great management team. The only criticism is their conservatism in making acquisitions. Upside to probably $35-$36.2011-05-26
PAST TOP PICK33.120Gavin Graham(A Top Pick July 9/10. Up 19.65%.) Just keeps chugging away. Nice mixture of office, retail and industrial. Well diversified.2011-05-20
PAST TOP PICK33.260Michael Simpson, CFA(A Top Pick Feb 23/10. Up 26.91%.)2011-03-04
WEAK BUY32.410Jeffrey F. OlinVery high quality name. Office, Retail. Good properties, well managed. He has never owned it because it enjoys a significant premium to the sector. If you are looking for a reliable name it is one to own, but he has gone elsewhere.2011-01-18
TOP PICK31.300Charles DillinghamStandard for other REITs. Diversified. Disciplined. Looking for protection on his returns, not huge returns. Low debt and payout ratio of 68%. One of the safest places to be.2010-12-10
BUY30.320Dennis Mitchell, CFABest in country. Payout ratio is low. Leverage is low. Created tremendous value with this name. They are ready for IFRS. Management is top tier and conservative. Worth $34. He would buy at these levels 10-11% return at these levels.2010-11-17
PAST TOP PICK29.800Dennis Mitchell, CFA(A Top Pick July 20/09. Up 31.34%.) Still likes but a little expensive right now.2010-08-20
TOP PICK29.740Steven ConvilleIn the majors of this space, it has the best valuation. Could possibly get to $34-$35. Likes the diversification in its tenants. For investors who are cautious but want upside, can't get hurt.2010-08-13
PAST TOP PICK29.250Dennis Mitchell, CFA(A Top Pick July 20/09. Up 28%.) Probably the best REIT in Canada. Great management, low payout ratio and low debt. Buy under $28.2010-07-15
TOP PICK28.640Gavin GrahamWell diversified REIT with exposure to industrial, retail and office. (REITs are not affected by government conversion rules.) Raised its distribution 9 years in a row. 4.9% yield. Conservative management.2010-07-09
TOP PICK28.500Charles DillinghamWell diversified properties. Great management. Low payout ratio so are able to increase distributions. Very safe and you have growth.2010-05-17
PAST TOP PICK28.640Sandy McIntyre(A Top Pick May 13/09. Up 37.38%.) Still a Buy.2010-04-23
PAST TOP PICK28.000Dennis Mitchell, CFA(A Top Pick March 17/09. Up 47.01%.) Still likes.2010-03-17
TOP PICK27.460Michael Simpson, CFAOne of the oldest REITs in Canada and diversified geographically. Good balance sheet, payout ration of 69%, raised dividend over the last 7 years. Management is not flashy, but do a good job. Conservatively managed company.2010-02-23
PAST TOP PICK28.360Dennis Mitchell, CFA(Top Pick Feb 12/09, Up 34%) The only REIT that increased their distribution every year despite the financial crisis. The best REIT in the country.2010-01-19
PAST TOP PICK25.930Michele Robitaille(A Top Pick Oct 2/08. Flat.) Well diversified REIT. Have industrial, office and retail. Conservatively managed. Strong balance sheet and relatively low payout. 5.25% yield.2009-09-11
TOP PICK23.950Dennis Mitchell, CFA(A Top Pick Aug 13/08. Down 12.82%.) Sustainable leverage levels and payout ratios. Did equity issue which recharged the balance sheet. Very conservative management team. Would buy under $24 and accumulate in times of weakness.2009-07-20
BUY23.620Ben ChengOne of the higher quality REITs. Much of their refinancing risks have passed through. Will qualify as a flow-through entity post Jan 1/11. 5.8% distribution.2009-07-13
BUY on WEAKNESS24.070Dennis Mitchell, CFAProbably the best REIT in the country. Diversified portfolio, high-quality assets, conservative disciplined and focused management, etc. Payout Ratio of 67%. $20.50 would be an excellent entry point.2009-06-03
PAST TOP PICK22.640Michele Robitaille(A Top Pick Oct 2/08. Down 15.4%.) Diversified with retail, industrial and commercial. REIT space in general has been hit hard, partially because it is considered a sub group of financials. Also REITs tend to be debt heavy. US REIT sector is much worse than Canadian. This trust is very well positioned and is a great place to be. Upside on REITs is probably limited near-term until there is more clarity on credit situations.2009-05-22
TOP PICK21.600Sandy McIntyreVery high quality real estate company with a rock solid balance sheet and exposure across the country. Conservative payout ratio. The only tax efficient income post 2011.2009-05-14
PAST TOP PICK20.370Michele Robitaille(A Top Pick Oct 2/08. Down 26.3%.)2009-04-02
TOP PICK20.150Dennis Mitchell, CFAOne of the premier REITs in Canada. Diversified, high-quality portfolio. Payout ratio of about 65% so distribution is rock solid. Was close to their debt covenants and had to raise $100 million and stock was a little bit weak in the face of that. Yield of almost 8%.2009-03-17
TOP PICK20.560Dennis Mitchell, CFAOne of the oldest REITs in Canada. Commercial diversified portfolio. Very low payout ratio at about 70%. Clean balance sheet. Good management team. Buy under $22 and Sell over $26.2009-02-12
PAST TOP PICK20.670Michele Robitaille(A Top Pick Nov 28/07. Down 23.1%.) Well positioned and at an attractive price. One of the better performers in the real estate group. Conservatively run. Good balance sheet and strong management. Good defensive plays to be. Buy.2009-02-03
TOP PICK24.000Dennis Mitchell, CFAHas a very good balance sheet. Excellent assets. Very low payout ratio, which is very sustainable. There is some concern of their industrial portfolio and occupancy decline. But feel s it is a great name for your portfolio. (They are watching it carefully). Would buy at around $22.50 2008-12-16
TOP PICK26.000Dennis Mitchell, CFACommercially diversified. Probably the best REIT in Canada from a structural standpoint. Very low leverage around the 55% range. Low payout ratio in the mid-$70’s. Conservative management team. Excellent value.2008-11-03
TOP PICK22.600Sandy McIntyreA basket of high-quality real estate across Canada. Well tenanted. If you believe the economy is going to recover 6 to 9 months from now, you are picking up one of the best selection of assets at a significant discount.2008-10-24
TOP PICK27.630Michele RobitailleOne of the oldest Reits in the sector. Conservatively, well run real estate company. 2008-10-02
TOP PICK28.650Dennis Mitchell, CFAOffice, 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 PICK28.540Kevin Hall BComm, CFAVery 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 PICK27.260Charles 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 PICK25.980Charles DillinghamReally well managed. Diversified. A mixture of industrial, office and retail. Montreal and Toronto. Good price.2008-01-18
BUY on WEAKNESS29.380Dennis Mitchell, CFAOne 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 PICK28.500Michele RobitailleOne 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
HOLD29.600Charles DillinghamThey hold and hold and hold. Diversified very well managed company. 2007-10-29
BUY29.500Dennis Mitchell, CFAOne 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 WEAKNESS28.660Charles DillinghamOne 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
BUY30.860Charles DillinghamOne 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
BUY30.190Dennis Mitchell, CFA50% Retail 25% Office 25% Industrial. He like it. Very conservative leverage and payout rates.2007-05-05
BUY32.540Michael SprungWell distributed between office, retail and commercial. Has a good balance of inventory.2007-01-29
HOLD31.600Dennis Mitchell, CFACommercial 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
BUY30.250Robert LauzonDiversified real estate across Canada. Short term looks like it has strong positive momentum.2006-11-24
STRONG BUY24.100Leslie LundquistA 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 PICK22.990Gail 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
BUY22.770Robert LauzonDiversified into a little bit of retail and office space as well as geographically. Last few quarters have been fantastic.2006-06-02
TOP PICK23.750Leslie LundquistCanadian 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 PICK21.920Gail MifsudDiversified REIT, both geographically and by product type. Excellent conservative management team. Made some strategic acquisitions. A core holding.2005-11-25
BUY20.400Michele RobitailleDiversified 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 PICK19.750Leslie LundquistPays 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
BUY19.000Charles DillinghamOne of the best and most stable funds around. Diversified with office, retail and industrial. 2005-05-12
HOLD19.170Gail MifsudMarket perform rating. Diversified Real estate investment trust. Slow growth company. Don't buy, but hold em if you got em.2005-03-11
BUY18.300Gail MifsudHas 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
HOLD17.690Gail MifsudLikes 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
BUY16.400Charles DillinghamConservative and well managed.2004-10-15
BUY on WEAKNESS16.840John PriestmanReal estate is a late cycle play, so with the current economic recovery, buy on any weakness.2004-01-21
TOP PICK14.520Charles DillinghamA good-quality REIT. Diversified. Income looks safe and the numbers look good.2003-09-26
WEAK BUY14.000Charles DillinghamWell-managed.Industrial/office.Yields 8.79%.Well diversified.2003-08-01
BUY14.100Charles DillinghamWell managed. Should be a survivor. 8.75 disbursements.2003-07-18
BUY12.680Sandy McIntyreA good diversified REIT.2002-01-29
BUY12.600Bill ShawGood dividend and 3/4% yield.2001-10-04
BUY21.310Sandy McIntyreGood mngmnt2001-08-13
BUY11.800Bill ShawYield 10%. Well managed. Will be flat in near term.2001-06-08
BUY11.900Bill ShawLikes 10% yield. Good mngmnt.2001-05-23
BUY11.650Sandy McIntyre2001-05-11
DON'T BUY11.200Sandy McIntyreHave tier 2 real estate holdings so in a real estate downturn, this will get hurt the worse2000-12-06

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