TSX:DIR.UN - Post by User
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retiredcfon Sep 28, 2021 7:44am
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Post# 33929355
Analyst Recommendation
Analyst RecommendationHe also recommended it as a replacement for WPT. GLTA
https://www.bnnbloomberg.ca/video/andrew-moffs-discusses-dream-industrial-reit~2289594
https://www.bnnbloomberg.ca/video/andrew-moffs-discusses-wpt-industrial-reit~2289570
BUY
Dream Industrial REIT(DIR.UN-T)
26/09/2021
Industrial focused REIT which he likes due to secular changes post-pandemic involving re-shoring and on-shoring - getting goods as close to the end user as possible. The portfolio is in the EU, US and Canada and is one of the best ways to play Europe. It has a wide discount to net asset value and a nice yield. It remains a buy for him.
REAL ESTATE
Andrew Moffs
$16.630
Owned
HOLD
WPT Industrial REIT(WIR.UN-T)
26/09/2021
It is being bought in an all cash deal. There is a nice spread for those that are willing to take advantage of the take-out. To move out, he would suggest US real estate traded in Canada – see his Top Picks today. Dream (DIR.UN-T) is another to take a look at.
Andrew Moffs
$27.200
Owned