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SmartCentres Real Estate Investment Trust T.SRU.UN

Alternate Symbol(s):  CWYUF

SmartCentres Real Estate Investment Trust (the Trust) is a Canada-based fully integrated real estate investment trust. The Trust develops, leases, constructs, owns and manages shopping centers, office buildings, high-rise and low-rise condominiums and rental residences, seniors’ housing, townhome units, self-storage rental facilities, and industrial facilities in Canada. It is focused on development, ownership, management and operation of investment properties located in Canada. The Trust portfolio features approximately 195 strategically located properties in communities across the country. The Trust’s subsidiaries include Smart Limited Partnership, Smart Limited Partnership II, Smart Limited Partnership III, Smart Limited Partnership IV, Smart Oshawa South Limited Partnership, Smart Oshawa Taunton Limited Partnership, Smart Boxgrove Limited Partnership, ONR Limited Partnership, ONR Limited Partnership I, and SmartVMC West Limited Partnership.


TSX:SRU.UN - Post by User

Post by logicandinertiaon Nov 11, 2020 5:27pm
553 Views
Post# 31881757

Results look fine

Results look fine

Much of the release speaks to mixed development progress and the accretion seen from condo closings in q3.  Including this and after the $9.7mm credit loss provision, 77 percent payout ratio and yoy increase of 14 percent in FFO.  Rent collection increased each month sequentially and before CECRA was 90 percent in September and 96 percent after CECRA .   

good operators and seemingly managing thru this pandemic as best as can be expected.  As a patient long, nothing I've seen in the release is alarming.   Call tomorrow.  

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