TSX:CHP.UN - Post by User
Post by
materialsgirlon Oct 15, 2021 4:30pm
215 Views
Post# 34011965
Industrial REITs are on fire in Canada
Industrial REITs are on fire in CanadaNear zero vacancies nearly everywhere.
WPT has been taken out
SMU.un has already risen to 3 times its covid low.
There are only a few other large ones; Granite etc
Analysts are now saying that the unit prices are already
at very high valuations.
Bargain hunters should look at diversified REITs which have
a material Industrial component.
CHP.un is
76% Retail
8% Offices
1% Apartments (will grow rapidly)
15% Industrial not including land
The Industrial segment is partially integrated with the Retail division
so it will not be spun out.
Choice is a serious player in the Industrial business but this is not
recognised in the share price. It is a sort of secret.
mat