TSX:HOM.DB.U - Post by User
Post by
retiredcfon Jul 30, 2022 12:16pm
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Post# 34862243
Comparable Companies
Comparable CompaniesQ: It seems to me that in the REIT field, when it comes to IIP.UN, there may be better opportunities & yield in something like "O" in the U.S. Market, or "BSR" or "TCN" on the Cdn. market - Comments?
IIP is up about 10-fold in the past decade, and we like what the company has done, as well as its outlook. But it is not the only option. O has also performed very well and is much larger and also cheaper. We do like TCN a lot, but it is not a REIT. HOM.UN is interesting, though fairly small. We also like CAR.UN and DIR.UN. (5iResearch)