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Morguard Corp T.MRC

Alternate Symbol(s):  MRCBF

Morguard Corporation is a Canada-based real estate and property management company. The Company’s principal activities include the acquisition, development and ownership of multi-suite residential, commercial and hotel properties. The Company has various retail, office, industrial, hotel and residential holdings owned directly and through its investment in Morguard Real Estate Investment Trust and Morguard North American Residential REIT. Its owned and managed portfolio of assets is valued at over $17.6 billion. The Company owns a diversified portfolio of over 160 multi-suites residential, retail, office, industrial and hotel properties located in Canada and in the United States. The Company also provides real estate management services to institutional and other investors. The Company, through Lincluden Investment Management Limited, offers institutional clients and private investors a broad range of global investment products across equity, fixed-income and balanced portfolios.


TSX:MRC - Post by User

Comment by mariorizzion Mar 19, 2021 6:12pm
161 Views
Post# 32843417

RE:40k of volume, wow

RE:40k of volume, wowIt was an intra-broker block trade of 35k shares at Desjardins. Nothing to get excited about. Most likely it was one person just tossing the shares from one account to another.

With interest rates spiking, the company will not be able to lower cap rates. It would surprise me if they did not raise them a bit more (leadig to more losses). Also, looking on MorguardLeasing.com the amount of available lease space has increased over the last months. It will trend up for the next quarter at least. (Note: this number can be somewhat misleading because it does not factor for retail malls which are permanently closed, and no longer seeking tenants.)

With continued lockdowns, nobody is in a rush to sign a lease. Plus, there is a backlog of people breaking their leases in retail and office. They will be up for renewal in the next quarters and most will choose not to. I think in 3 to 5 years, MRC can be a good busines, but in the short term, there will be much more pain. There will not be a snap-back like we saw in 2009. This will be a much longer process.


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