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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 Mrguillaumeon Nov 17, 2021 5:53pm
182 Views
Post# 34138326

RE:new debs, finally

RE:new debs, finallyMy quick take on the re-finance:
I was disappointed to see a higher yield on the new debentures but given the negative street sentiment in this name the rate of 5.25% is what it is. No change in interest costs - $175M @ 4.5% = $150M @5.25 ($7.875M per year).

The conversion price of $7.80 is a 40% premium to the current price but is 50% below NAV suggests that no major catalysts will show up before 2026.

However with an increase in distribution, the unit price should see upwards of $11 as follows:
Yield of 4.5%:
Annual distribution $0.36 = $8.00
Annual distribution $0.48 = $10.70

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