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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 pierrelebelon Jun 07, 2021 4:52pm
123 Views
Post# 33342383

RE:RE:RE:Nice Break out over a previous high.

RE:RE:RE:Nice Break out over a previous high.
Northforce13 wrote "...There's a high probability that you will get that sinking feeling one gets when one sold too soon."

Not really.

I am an old man (75) with a high level of discipline towards diversification.  Whenever a position becomes a larger percentage of our overall portfolio, it is reduced. 

My wife and I consider MRC, MRT.UN and MRG.UN as one position (Morguard).  All three have been hitting new 52 week high almost daily.  The overall position had to be reduced and we decided on selling MRC since the two REITs pay a higher distribution.

No regrets.  And yes, I expect MRC may reach $200 again within a year or two. 

In the meantime I see a stronger possibility of MRC making a (share diluting) move to acquire all units of either MRT.UN or MRG.UN, both trading at deep discounts from "true net asset value".

Time will tell.

PS -  Some of the proceeds from our sale of MRC were invested in another real estate residential REIT: ERE.UN.  Motive is diversification in Europe.

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