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Morguard Real Estate Investment 5 25 convertible unsecured subordinated debentures T.MRT.DB.A

Alternate Symbol(s):  MGRUF | T.MRT.UN

Morguard Real Estate Investment Trust is a Canada-based closed-end real estate investment trust. The Company provides real estate advisory services and portfolio management services, specializing in publicly traded equities and fixed-income securities, to institutional clients and private investors. The Company owns a diversified portfolio of 46 retail, office and industrial income-producing properties in Canada consisting of approximately 8.2 million square feet of leasable space. It owns and manages a diversified portfolio of office, industrial, retail, multi-suite residential and hotel properties in North America. It is a significant sponsor of two real estate investment trusts (REITs): Morguard REIT, a closed-end Trust with a diversified portfolio of Canadian commercial real estate assets; and Morguard North American Residential REIT, an open-end Trust with a diversified portfolio of multi-suite residential assets across North America.


TSX:MRT.DB.A - Post by User

Comment by Shirtlessnomoreon Dec 08, 2020 5:17pm
83 Views
Post# 32063347

RE:RE:RE:RE:Worst stock in the history of REITs

RE:RE:RE:RE:Worst stock in the history of REITsAdded a bit at 4.47 and will continue to do so every dime all the way back to 4.20 if people will sell it, but I would guess without warning the new bottom will be in barring further economic and political downside.
maplenorth wrote: Its easy to see what they are doing. Currently every month they are getting about 1.7M in distributions paid to them. At todays prices they can buy back ~300,000 units a month. They are slowly increasing there insider ownership at a rate of about 0.5% per month. I would think once stock price recovers and they are only buying back say half that amount, they will stop the buy backs and put the distribution back to .08, which would net them 3.5Mish a month in cash. 

This is Wells Fargo type insider ownership. It is clearly in place for a takeover. As the buybacks continue there is no where for this to go but up in my opinion. I did not grab any at 5.50 today as I had planned but will definitely be the lower into the 5s this sinks. We are locking in ~18-19% Yield today once the dividend goes back. With 70% insider ownership, you have to think that is part of the medium-term plan. 

I sure as hell am not all in on this stock, yes management has made some blunders, but they are far from the scapegoats some on this board accuse them of being. 


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