Comments on: Review of Previous Canadian REITs Analysis

by: Babak

Mon, 08 Sep 2008 22:44:30 +0000

PhilC, slightly less than half actually - but the price hasn’t budged!

by: PhilC

Mon, 08 Sep 2008 20:09:53 +0000

Distribution was just cut in half. It’s 8% now. Still pretty good.

by: Whasit

Tue, 01 Jul 2008 08:13:00 +0000

CRH.UN is a steal. It pays out 15% over the course of a year in distributions but the unit price drops by 50%!

Some math there my friend!

by: Babak

Mon, 28 Apr 2008 22:50:52 +0000

Iris, you mean Charter REIT? it is in the post: CRH.un

Truth, what are you talking about comrade? glorious market for benefit of all!

by: Truth

Mon, 28 Apr 2008 15:02:38 +0000

Central planning doesn’t work. You should know that! Market is setting up a top in here.

by: Iris Shaw

Mon, 28 Apr 2008 09:18:49 +0000

What is the symbol of the Canadian Reit?

Iris

by: Babak

Sun, 27 Apr 2008 01:47:56 +0000

Phil,
well, the share price has definitely reverted to the mean. That is it now at a long term support and that the yield is so juicy and that it is a small REIT with potential for growth, all of these made me take a punt.

by: PhilC

Thu, 24 Apr 2008 20:33:38 +0000

You are right 100% is a good thing. I’m just worried about reversion to the mean.
So… What made you click for CRH?

by: Babak

Thu, 24 Apr 2008 18:04:17 +0000

Phil, this is the first time I’ve seen a high occupancy rate held against a REIT! I’m not sure I follow your logic. Granted, they are tiny, but if they can fill all their potential space in such a challenging market, what is wrong with that exactly?

by: PhilC

Thu, 24 Apr 2008 17:23:30 +0000

What made you click for CRH? The 15% payout is interesting, but most of their malls are 100% rented. A slowdown would certainly cripple their occupation rate and in turn lower the payout, no matter how low the fed cuts rates.