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Allied Properties Real Estate Investment Trust T.AP.UN

Alternate Symbol(s):  APYRF

Allied Properties Real Estate Investment Trust (Allied) is a Canada-based open-end real estate investment trust (REIT). Allied is an owner-operator of distinctive urban workspace in Canada's cities. Its business is providing knowledge-based organizations with workspace that is sustainable and conducive to human wellness, creativity, connectivity and diversity. Allied operates in seven urban markets in Canada, which includes Montreal, Ottawa, Toronto, Kitchener, Calgary, Edmonton and Vancouver. Its urban office properties are managed by geographic location consisting of approximately four groups of cities. Its subsidiaries include Allied Properties Management Trust, Allied Properties Management Limited Partnership, and Allied Properties Management GP Limited.


TSX:AP.UN - Post by User

Post by Frankie10on Jul 28, 2023 10:56am
485 Views
Post# 35561522

Bought more

Bought more After reviewing the financials, I calculate the implied cap rate at 21.12 (my purchase price) to be 8.12%... furthermore, Allied is well capitalized with debt extending out 9 years, with an average interest rate *sub* 3% (once they use proceeds to pay off credit facilities). We have sold off our lowest NOI properties at above IFRS values at ~4% cap rates. The yield exceeds my most expensive tranche of debt and the yield is safe as per my calculations - safer as developments and redevelopments come online. I'm here for the ridiculous cash flow, asset quality, and impressive development/intensification pipeline (already financed for the next couple years thru UDC sale). Cheers.
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