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PRO Real Estate Investment 8 Convertible Unsecured Subod Debentures T.PRV.DB

Alternate Symbol(s):  PRVFF | T.PRV.UN

PRO Real Estate Investment Trust is a Canada-based open-ended real estate investment trust. The Company owns a portfolio of commercial real estate properties in Canada, with an industrial focus in robust secondary markets. The Company’s segments include three classifications of investment properties: Industrial, Retail and Office. All of the Company’s activities are located in a single segment, Canada. With a concentration in eastern and central Canada, its industrial-focused real estate portfolio consists of commercial properties located in secondary markets. It has approximately 123 properties, including MONCTON, NEW BRUNSWICK, Amherst, Nova Scotia; L'ancienne-Lorette, Quebec; Daveluyville, Quebec; Saint John, New Brunswick; Miramichi, New Brunswick; Woodstock, New Brunswick and others. The Company’s properties are located in Western Canada, Ontario, Quebec and Atlantic Canada.


TSX:PRV.DB - Post by User

Post by CanadianJrson Sep 29, 2016 12:29pm
248 Views
Post# 25291093

Watch list

Watch listForgive me for my loose math here I'm working off my phone on my lunch. I've had this stock on my watch list for a few years now and just bought in about a half hour ago on this weeks news and its share price drop.

So they acquired $63 million in new assets while suffering a minor financial lose of $14 million while increasing their current share float by 11 million shares for proceeds of $27.5 million (please correct me if I'm wrong). This comes with almost full occupancy and lease agreements with avg life of term being 8.8 yrs. yet everyone concentrated on the new issues at $2.25.  

The current market cap is virtually the same price as the new assets are worth not including the current assets. $68 million market cap (stockhouse quote) and $63 million in new assets. 

This has no where to go but up with an increase to dividend with new income as per rules of income attributed to all REITs right? Even if we remain at the current P/B ratio we should see a market cap over $100 million.

My math and current understanding of this is very loose at the moment but this just screams undervalued share price with a 9.24% dividend yield. Again please correct me if I'm wrong and good luck to all.
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