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Dream Unlimited Corp T.DRM

Alternate Symbol(s):  DRUNF

Dream Unlimited Corp. is a Canada-based company, which is a developer of office and residential assets in Toronto, owns assets in both Canada and the United States, and has an asset management business, inclusive of $26 billion of assets under management across four Toronto Stock Exchange listed trusts, its private asset management business and numerous partnerships. It also develops land, residential and assets in Western Canada. Its segment includes Recurring income and Development. The Recurring income segment comprised of its asset management and development management agreements with Dream Industrial REIT, Dream Residential REIT and various development partners. The Development segment comprised of mixed-use developments in the Greater Toronto Area and National Capital Region, land, housing, retail/commercial, hospitality asset and multi-family rental developments in Saskatchewan and Alberta. Its projects include Distillery District, 262 Jarvis, 70 Park, Weston Common and others.


TSX:DRM - Post by User

Post by Malpeque2on Nov 27, 2020 3:35pm
1202 Views
Post# 31991175

I've got $1.461B in Share Equity

I've got $1.461B in Share EquityAnd with the buybacks of about $150M worth of shares for the 9 mo ending Sept 2020.

Shares outstanding are 46M.     Book about $31.75 a share.

Adjustments would be the value of the land,  heh?

9,000 acres in Western Canada.    Whats that worth?      They sold a share of one developement out there and book a decent gain in the first 9 months of this year.

72 Waterfront acres in POrt Credit where they hold a 31% interest,  lets say 22.3 net acres?
34 acres at Zibi    along the Ottawa River in Ottawa/Gatineau.   88% interest?
60 Acres in Distillery/Canary/West Don Lands with varying minority interests,  lets say average interest is 33%     thats 20 net acres. 

All of this is carried on the books for about $490M  Can.       My friend says $20M an acre for highrise land in Canary.    About $100 per developable square foot.      Meaning I guess if the lot is permitted for 300K square feet than the land under it is worth 300K times 100 or 30M.   Does that seem about right?  
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