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Bullboard - Stock Discussion Forum Dream Industrial Real Estate Investment Trust DREUF


Primary Symbol: T.DIR.UN

Dream Industrial Real Estate Investment Trust is a Canada-based open-ended real estate investment trust. The Company owns, manages and operates a portfolio of 339 assets totaling approximately 71.9 million square feet of gross leasable area in key markets across Canada, Europe and the United States. The Company owns and operates a diversified portfolio of distribution, urban logistics and light... see more

Bullboard (TSX:DIR.UN)

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Post by retiredcfon Jun 17, 2024 9:30am

BMO

BMO real estate analyst Michaeil Markidis described the ‘lunch bag letdown’ of the first Bank of Canada rate cut for REITs, “The S&P/TSX Capped REIT Index was down 1.5% for the week ended June ...more  
Post by retiredcfon Jun 10, 2024 11:59am

RBC Summary

Observations, top picks after RBC’s REIT conference RBC Capital Markets analyst Jimmy Shan reported the highlights of the firm’s recent real estate conference, “Many questions centered around the ...more  
Post by retiredcfon Jun 07, 2024 12:34pm

CIBC 2

CIBC REIT analyst Dean Wilkinson assessed the outlook for the sector in the wake of the rate cut, “We still believe that 2024 will be a flat valuation year with returns dominated by current yields ...more  
Post by retiredcfon Jun 06, 2024 8:48am

CIBC Notes

Geography Under The Microscope: After an exceptional few years for the industrial space during the pandemic, we saw somewhat of a narrative shift in 2023 and regional differences in ...more  
Post by retiredcfon May 31, 2024 6:51am

More Moffs Comments

Amidst this consolidation, REITs appear to be approaching a point of inflection, where market factors that have previously registered as headwinds weighing on sector prospects are now shifting to ...more  
Comment by retiredcfon May 31, 2024 6:46am

RE:more Andrew Moffs - PAST TOP PICK

Last stock in the clip. GLTA https://www.bnnbloomberg.ca/video/andrew-moffs-past-picks~2931802
Post by Possibleidiot01on May 30, 2024 3:20pm

more Andrew Moffs - PAST TOP PICK

PAST TOP PICK Dream Industrial REIT(DIR.UN-T) 30/05/2024   (A Top Pick Mar 30/23, Down 9%) Great setup. Will capture the spread on market rents. Book ...more  
Post by Possibleidiot01on May 30, 2024 3:16pm

Andrew Moffs - BNN comment

BUY Dream Industrial REIT(DIR.UN-T) 30/05/2024   DIR.UN vs. DRR.UN He focuses on supply and demand, and then goes bottom-up looking for discounts ...more  
Post by retiredcfon May 29, 2024 10:07am

Scotiabank

Scotiabank REIT analyst Mario Saric recaps top picks, details his belief that private deals will signal a soft landing for the sector, “CAD REIT avg. Q1 year-over-year FFOPU [funds from operations ...more  
Post by retiredcfon May 28, 2024 9:08am

CIBC Notes

EQUITY RESEARCH May 27, 2024 Industry Update Industrial REITs: Is The Shine Coming Off?   Positive Outlook Despite Some Headwinds Our Conclusion Industrial REITs’ valuation has ...more  
Post by retiredcfon May 24, 2024 9:24am

RBC Notes

May 23, 2024 Canadian REITs and REOCs: Q1 2024 recap Good start, strong traction; still looking for some macro co-operation Our view: Our Outperform ratings are intact and include  ...more  
Post by retiredcfon May 22, 2024 10:17am

TD Notes

REAL ESTATE Q1/24 REVIEW THE TD COWEN INSIGHT Q1/24 saw faster growth in the Seniors Housing sector's recovery, higher interest expense vs. our forecast plus some timing/transitory occupancy ...more  
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