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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

Post by MTLfinecityon Mar 06, 2021 9:31pm
246 Views
Post# 32737654

Assuming BV legit lmao

Assuming BV legit lmaothe shares are tradingat 70% discount as other members noticed. The trust has 50% retail properties and 50% office+industrial properties 

Let's assume all retail properties have a value of 0 (impossible, but assuming malls dead) 

then office properteis are trading at 30% of the remaining 50% of the book value. That's a 60% of office properties book value. 

66% upside to have office properties fully valued (50-30)/30. 

100% upside if we assume retail is worth 20% of its book value (60-30)30. 

i bought and forgot about MRT.  Let's not argue here ok? This thing is cheap and safe. 

Regardless of what you think of the parent company. They are solid af. Banks have plenty of liquidity. No credit risk=no distress sale=assets remain fully valued. 

Back to finding other stocks. This is too easy. Just too cheap. 
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