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Dream Office Real Estate Investment Trust T.D.UN

Alternate Symbol(s):  DRETF

Dream Office Real Estate Investment Trust (the Trust) is an open-ended real estate investment trust. The Trust owns central business district office properties in various urban centers across Canada, with a focus on downtown Toronto. The Trust owns and manages 3.5 million square feet of office land in downtown Toronto. Its objectives include managing its business and assets to provide both yield and growth over the longer term. Its properties are located across Adelaide Place, Toronto; 30 Adelaide Street East, Toronto; 438 University Avenue, Toronto; 655 Bay Street, Toronto; 74 Victoria Street/137 Yonge Street, Toronto; 36 Toronto Street, Toronto; 330 Bay Street, Toronto; 20 Toronto Street/33 Victoria Street, Toronto; 250 Dundas Street West, Toronto; 80 Richmond Street West, Toronto; 425 Bloor Street East, Toronto; 212 King Street West, Toronto; 357 Bay Street, Toronto; 360 Bay Street, Toronto; 350 Bay Street, Toronto; 56 Temperance Street, Toronto; and 6 Adelaide Street East, Toronto.


TSX:D.UN - Post by User

Comment by Reece1986bon Jun 20, 2023 12:13am
126 Views
Post# 35504494

RE:RE:RE:Comments from Dream

RE:RE:RE:Comments from DreamThe public float will be shrinking by at most 5.5 million units (e.g. 12.5 million unit SIB minus the Dream 7 million successfully tendered units which are not part of public float). And we still don't know what Artis did. And then we will have market cap weighted ETFs have to sell a portion of the Dream Office units they held since Dream Office has a lower market cap after cancelling 12.5 million units. We'll be lucky to see the public float shrink 5 million.

It is all very strange. And this happens right as Frankie shared the good news with us earlier today about the Eglinton development. Our Bay Street Alleyway and restaurants are just coming into being.


BlueJay2020 wrote: We may not see further selling but the bigger problem for the SP is that it doesn't seem that there will be further buying.  They could have increased their ownershop percentage without spending a cent. Reducing their holding seems a strange step on the way to what we hoped would be a take-private transaction - unless they believe that their actions will sink the SP and they can reclaim their percentage for less than they tendered it for.

If the chance of a take-over premium has receded, and there are many willing sellers stuck with over 60% of the shares they hoped to dump, what is going to prevent a big drop in SP, never mind get back to the tender price.  I'm not filled with confidence tonight.


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