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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, caters to a diverse demographic. Its objectives are to provide Resident Members with quality rental communities and the best tenant/customer service, provide its holders of Trust Units with stable monthly cash distributions, and to increase the value of the Trust Units through the effective management of its residential multi-family revenue producing properties, renovations and upgrades to its current portfolio, and the acquisition and/or development of additional, accretive properties or interests therein.


TSX:BEI.UN - Post by User

Comment by Canoutchieon Nov 15, 2017 11:31am
196 Views
Post# 26968336

RE:RE:RE:RE:RE:Buyback

RE:RE:RE:RE:RE:BuybackI'm with you on this.  I like the fact that they are preserving cash to reinvest in upgrades to vacants units... longer term this pays off.  Upgraded units will rent quicker, with higher future cashflow generation.  Short term pain provides long term gain.

I've had this on a watchlist, but have been using this weakness to slowly accumulate a postion.  Boardwalk is not a fly-by-night operation, they will be around for the next upturn in economic fundamentals in ABSK.  Also, diversifying into other regions of the country is a good idea, my only concern with this is that by getting further into the ON, QC or BC market right now, they possibly may be acquiring assets in these jurisdictions at a peak... nevertheless, at least in Ontario, very little new rental accommodation is getting built, due to the insistence of Wynne's government to legislate rent controls, so longer term, the rental market should continue to remain tight, with low vacancy rates.

WDMBell wrote: Did you look as to why the trust is reducing the distribution?  Long term investors will be rewarded if patience is exercised.


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