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Morguard Real Estate Investment 5 25 convertible unsecured subordinated debentures T.MRT.DB.A

Alternate Symbol(s):  MGRUF | T.MRT.UN

Morguard Real Estate Investment Trust is a Canada-based closed-end real estate investment trust. The Company provides real estate advisory services and portfolio management services, specializing in publicly traded equities and fixed-income securities, to institutional clients and private investors. The Company owns a diversified portfolio of 46 retail, office and industrial income-producing properties in Canada consisting of approximately 8.2 million square feet of leasable space. It owns and manages a diversified portfolio of office, industrial, retail, multi-suite residential and hotel properties in North America. It is a significant sponsor of two real estate investment trusts (REITs): Morguard REIT, a closed-end Trust with a diversified portfolio of Canadian commercial real estate assets; and Morguard North American Residential REIT, an open-end Trust with a diversified portfolio of multi-suite residential assets across North America.


TSX:MRT.DB.A - Post by User

Comment by slston Oct 14, 2021 5:35pm
148 Views
Post# 34007061

RE:RE:Bought more today.

RE:RE:Bought more today.
They are new accounting rules called IFRS.  They require that the company make reasonable estimates of their property values.  The company adjusts their book value to reflect the quater end values.  They have both in house and external valuations that are cleared with the independant auditors annually.  Maybe quarterly as well.

It is the $18 per Book value that makes this a deep value stock.  The market sees risk associated with Covid still in place.  They traded down from $18 to $14 a few years ago due to Large Tenants closing shop, like Sears and Target.  Those spaces are almost fully repurposed and released.  Some with lesser leaseable space.

Also a large short position on this.  Hope it all works out in our favour very soon.  Good Luck Longs.
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