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Bullboard - Stock Discussion Forum Boardwalk Real Estate Investment Trust T.BEI.UN

Alternate Symbol(s):  BOWFF

Boardwalk Real Estate Investment Trust (Trust) is a Canada-based open-ended real estate investment trust, which owns/operates multi-family rental communities. The Company provides homes in more than 200 communities, with over 34,000 residential suites totaling over 29 million net rentable square feet. Its brands include Boardwalk Living, Boardwalk Communities, and Boardwalk Lifestyle which... see more

Bullboard (TSX:BEI.UN)

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Comment by malx1on Jul 13, 2023 2:11pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

A good read: https://www.investopedia.com/articles/05/032905.asp There really isn't anything to complain about at BEI.  What I think has happened is that your personal Investment ...more  
Comment by malx1on Jul 13, 2023 1:46pm

RE:RE:RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

Growing the NAV is a journey that can last decades.     You're focused on a $70 target now when you said you didn't believe the units would trade at $59. Why didn't you ...more  
Comment by malx1on Jul 13, 2023 1:33pm

RE:RE:RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

Tough to admit when you're wrong, hey? If you were bearish on BEI, then holding it for years while incessently complaining is irrational behaviour.      Might be good for you to ...more  
Comment by autofocus111on Jul 13, 2023 1:06pm

RE:RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

Funny guy. Per the RBC update retired posted the 'moderation' apparently applies to new leases not just renewals. I still find the choice of words unusual given the strong market in AB. As far ...more  
Comment by malx1on Jul 13, 2023 11:15am

RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

You'll get your $70, then you can exit one of the best managed REITs in the country. BEI will be a BNN darling after it touches new highs.      That'll push it even higher as ...more  
Comment by malx1on Jul 13, 2023 11:10am

RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

Ah, comments from 2021 I see.      Well then you've been wrong from two years, not one.    Thanks for pointing that out.    You're asking about the ...more  
Comment by malx1on Jul 13, 2023 11:01am

RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

That's a lot of moving pieces.     What is so significant about $70 vs $65? If you don't like the business why not sell today?  I'll just keep watching management ...more  
Comment by autofocus111on Jul 13, 2023 9:19am

RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

Less than a year ago? My last post on this thread was nearly two years ago, and it was predicated on the assumption of oil prices not moving up above $60. Obviously with higher oil prices the ...more  
Post by retiredcfon Jul 13, 2023 8:58am

RBC

July 12, 2023 Boardwalk REIT Highlights from Boardwalk's investor days TSX: BEI.UN | CAD 63.99 | Outperform | Price Target CAD 74.00 Sentiment: Positive  ...more  
Comment by malx1on Jul 11, 2023 2:51pm

RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

Less than a year ago... Autofocus111 says they have "Serious doubts" about $59 price target What's the price today?
Comment by malx1on Jul 11, 2023 2:49pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:TD's Upgrading to ACTION LIST BUY from Buy; Q2/21 Results

LoL @ autofocus111, Wrong again. Maybe you missed the headlines... "Alberta population on track for biggest boom since 1914" https://edmonton.citynews.ca/2023/06/29/alberta-population ...more  
Post by autofocus111on Jul 06, 2023 10:24am

Operational update

Yesterday BEI issued an update for the coming quarter. I find the statement about 'strategic moderation of rents' strange. Are there cracks appearing in their rental markets? When the market ...more  
Post by retiredcfon Jul 06, 2023 10:16am

June/YTD REIT Performance (CIBC)

June 2023 Performance   In the month of June (to June 27), Canadian REITs were down ~3% on an unweighted basis, trailing the broader S&P/TSX Composite Index, as shown in the table in ...more  
Post by retiredcfon Jul 05, 2023 7:52am

TD Reduce Targets

They lowered them for every REIT within their coverage but I only posted for the ones that I own. GLTA TD Securities analysts Jonathan Kelcher and Sam Damiani reduced their targets for equities ...more  
Post by retiredcfon Jun 30, 2023 9:32am

RBC

May not get that pullback as the markets appear to be recovering. GLTA June 29, 2023 Real Estate Investment Trusts Quarterly Review and Sector Outlook – Q3 2023  ...more  
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