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Lanesborough Real Estate Investment Trust V.LRT.UN

Lanesborough Real Estate Investment Trust is a Canada-based real estate investment trust. The investment properties of the Company are separated into three operating segments: Fort McMurray Properties, Other Investment Properties, and Held for Sale and/or Sold Properties. Fort McMurray Properties includes eight properties. Other Investment Properties include two properties. Held for Sale and/or Sold Properties includes sold properties: five properties. The property portfolio of the Company consists of approximately 11 rental properties, encompassing 10 multi-unit residential properties, including the unsold condominium units at Lakewood Townhome.


TSXV:LRT.UN - Post by User

Post by merriamon Jan 11, 2022 3:40pm
147 Views
Post# 34305224

Link between vote and survival of LREIT is scare tactic

Link between vote and survival of LREIT is scare tacticA no vote is simply a vote against a proposal that weakens debentureholders.  It does not force Lanesborough into liquidation mode (although anything is possible, I guess).   Much more likely, I believe, is that we debentureholders would be offered a better deal, one we might even want to accept.

At least three times in the past, the Series G debentures have faced impending due dates and have never had to resort to conversion into shares.  Always in the past, agreeable terms were offered which inticed holders to approve a due date extension.

One time, in 2011, the debentureholders received significant sweeteners to vote for a due date extension, including raising the interest rate on the debentures from 7.5% to 9.5%.  More recently, in 2016, insiders made significant concessions in order to have the due date extended on favourable terms:  Insider-related company 2668921Manitoba Ltd.reduced the annual interest it was charging LREIT from 12.00% per annum to 5.00%.

That said, I'm more than okay with a strategic alternative process, if the end result is that we get something better than a mountain of wallpaper.

If you want to see the details of the past due date extensions, I've included links to the press releases:

https://www.lreit.com/pdf/pressreleases/Press%20Release%20-%20Sept%2022%2011.pdf

https://lreit.com/pdf/pressreleases/Press%20Release%20-%20June%2016%2014.pdf

https://lreit.com/pdf/pressreleases/Press%20Release%20-%20May%2012%2016.pdf
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