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Morguard Corp MRCBF


Primary Symbol: T.MRC

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 Northforce13on May 26, 2021 6:30pm
142 Views
Post# 33272750

RE:The trend is your friend

RE:The trend is your friendProbably lots of big investment ppl realizing that in a normalized market, with covid gone this is > 200.

Future quarters are likely to start seeing property value writeups instead of writedowns, which could intensify as everything re opens and normalizes.  

Pre covid this thing was 205 ish.  The big question I suppose is will real estate gain in value relative to pre covid values?  Will the post covid price return to 205, or, will real estate values settle at even higher than they were post covid... which means it will blow through 205.

Sitting on a pretty big pile here... it's my #3 position.  My #1 is Boardwalk Reit.

It's a nice buy and hold stock.  I think the CEO is a value creator.  I like how he refied the latest deb issue by issuing mortgages and from cash on hand, rather than doing so at what might have been a poor rate like the prior issue.  

GLTA
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