TSX:DIR.UN - Post by User
Comment by
GassXXon Nov 11, 2021 2:53pm
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Post# 34116341
RE:RE:RE:RE:TD
RE:RE:RE:RE:TDSargeX wrote: Hey May
All is top-shelf over this way. I hope all is well with you.
You sure have done incredibly well with your REITs. We have done decently well but most of it can be attributed to take-overs and industrials. As I mentioned, we are now down to just 3 REITs - DIR, GRT, and NWH.
DIR is truly mind-boggling and such a huge pleasant surprise.
Take care
Sarge
maypeters wrote: Hi Sarge - hope all good.
True that. All the industrials are trading at a premium. Limited supply and terrific demand based on the new rents and escalaters.
Biggest holding in my portfolio and now cannot take any profits off the table due to tax implications. Probably a good candidate for donating some stock.
They are leveraging the Dream Global Team in Europe very well. SargeX wrote: Excellent earnings report and DIR continues to surprise in a good way.
Very interesting that the NAV is on;y $14.37. That is QUITE the premium!! Not sure what it means for the future share price. It actually doesn't really matter as we hold this for the income.
Ciao
Sarge
retiredcf wrote: This is a flash report so there's potential for them to raise their current target of $19.00. GLTA
Dream Industrial REIT
IFRS NAV/unit increased 5% q/q and 14.5% YTD to $14.37.