Inovalis Real Estate Investment Trust T.INO.UN

RE:Dividend cut coming ?

[hawk35]

I haven't held Inovalis for 3 years now.  I have been watching this stock but the payout ratio is way too high.  The special dividend they paid a few months back was a red flag since it would have been better spent growing the company.  And the share price has never recovered from this special dividend.

The big concern now is a possible rescession because of rising inflation and rising interest rates.  Europe is especially vulnerable to this with their dependancy on Russian oil and gas.  If a recession happens there will be no choice but to reduce the dividend.  My opinion is the risk is very high here.