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Tricon Residential Inc T.TCN

Tricon Residential Inc. is an owner, operator, and developer of a portfolio of approximately 38,000 single-family rental homes in the United States Sun Belt and multi-family apartments in Canada. The Company provides rental housing options for families across the United States and Canada through its technology-enabled operating platform and on-the-ground operating teams. The Company's segments include Single-Family Rental, Adjacent Businesses, and Strategic Capital. The Single-Family Rental business includes owning and operating single-family rental homes primarily within major cities in the United States Sun Belt. Its Adjacent Businesses include multi-family rental and residential development. Its multi-family rental business segment includes one Class A high-rise property in downtown Toronto known as The Selby. Through its Strategic Capital business, the Company provides asset management, property management and development management services.


TSX:TCN - Post by User

Post by retiredcfon Mar 08, 2021 8:15am
117 Views
Post# 32741479

This Morning's Globe & Mail

This Morning's Globe & MailJust another reminder for investors. GLTA

RBC Dominion Securities analyst Matt Logan raised his Tricon Residential Inc. target to $14.50 from $14 with an “outperform” rating, while Scotia Capital’s Mario Saric increased his target to $15 from $14, keeping a “sector outperform” recommendation. The average is $14.58.

“Supported by on-going de-urbanization, de-densification, and demographic trends, the fundamentals for Tricon Residential Inc.’s business remain among the best in our coverage universe,” said Mr. Logan. “These positive factors are magnified by a number of company- and industry-specific tailwinds, such as: 1) further NOI margin expansion to 70 per cent plus, over time; 2) raising $1-billion-plus of third-party capital; and 3) continued cap rate compression, to close the single/multi-family gap. In our view, this should support high-single-digit to low-double-digit NAV and FFO per share growth.”

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