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Slate Grocery REIT T.SGR.UN

Alternate Symbol(s):  SRRTF

Slate Grocery REIT (the REIT) is a Canada-based open-ended mutual fund trust. The REIT focuses on acquiring, owning, and leasing a portfolio of grocery-anchored real estate properties. The REIT has a portfolio that spans 15.2 million square feet of GLA and consists of 116 critical real estate properties located in the United States of America. The REIT owns and operates real estate infrastructure across United States metro markets. The Company's properties include Centerplace of Greeley, River Run, Sheridan Square, Flamingo Falls, Northlake Commons, Countryside Shoppes, Creekwood Crossing, Skyview Plaza, Riverstone Plaza, Fayetteville Pavilion, Clayton Corners, Apple Blossom Corners, Hillard Rome Commons and Riverdale Shops, Hocking Valley Mall, North Lake Commons, Eastpointe Shopping Center, Flower Mound Crossing, North Augusta Plaza, among others. The REIT's investment manager is Slate Asset Management (Canada) L.P.


TSX:SGR.UN - Post by User

Post by logicandinertiaon Mar 25, 2021 7:40pm
483 Views
Post# 32883515

Part of a bigger plan at Slate

Part of a bigger plan at SlateInteresting transaction.  Parent co buying the commerical real estate division from Annaly for $2.3B, and then selling the grocery anchored assets to the SLATE GROCERY division, hence the need for the fairness opinion and independent committee.  

At the 7.8% cap rate, US$30 million in NOI, and servicing costs of the assumed debt of US$300 is US$12.6 million + cost associated with dilutive effects of issuing equity (11.4 million units), so yes, should be accretive out of the gate.

Doing subscription receipts interesting.  given the closing date of the transaction and inherent closing risk, this allows instiutional investors to put in an order, but if deal fails to close, they get money back.  Until deal closes, they will accrue paid dividends to the common.  when acquisition closes successfully,  the sub receipts convert to common.   May improve the appeal of the deal, after the last deal (bought deal) wasn't well received and traded below offer for some time.

increases size of real estate portfolio by a whopping 31%.   as the market cap grows, should start to get on radar screen of more insitutions.   The response to this deal will be something of a litmus test, in terms of how receptive accounts are to traditional retail (albeit grocery) and the pace at which the US is exiting the quasi-closed Covid economy.

i'm staying long, as likelihood of higher distribution is now arguably greater than the opposite (which many market participants had been guessing, based on what yield this thing trades at).  New class of shareholders can only be a positive for SLATE GROCERY.   Stock will obviously pull back in the morning, with deal overhang, so buying opportunity IMO.

Good luck...

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