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True North Commercial REIT T.TNT.UN

Alternate Symbol(s):  TUERF

True North Commercial Real Estate Investment Trust (the REIT) is a Canada-based unincorporated, open-ended real estate investment trust. The REIT is primarily focused on creating value for unitholders through the investment in and ownership of commercial properties in Canada. The REIT’s primary objective is to maximize total returns to its unitholders. Its returns include a stable, reliable, and tax-efficient monthly cash distribution as well as long-term appreciation in the value of its units through the effective management of a portfolio of commercial properties. The REIT owns and operates a portfolio of about 40 properties consisting of approximately 4.6 million square feet in urban and select strategic secondary markets across Canada focusing on long-term leases with government and credit-rated tenants. Its properties include 36 and 38 Solutions Drive, 500 Beaverbrook Court, 61 Bill Leathem Drive, 675 Cochrane Drive, and 1112 Fort Street, among others.


TSX:TNT.UN - Post by User

Comment by pandscaon Nov 15, 2023 7:21am
196 Views
Post# 35736208

RE:RE:SIB is similar ....

RE:RE:SIB is similar ....

I ask "whay the shre consolidation?" as well.

I see no rhyme or reason for it except that is would limit the future DIV payout to 5.75 less times the payout.

I've been with TNT a long time (relative to my other REITS and stocks) and I have a huge amouont invested here. I believed in TNT fundamentals and management up until this NR.

Unfortunately for me, I have large TNT holdings across 2 TFSA accounts and each account paid over $5 SP average.
If this 5.75 consolidation happens, that means for me to break even again, the SP will need to be close to $30 SP. That's clearly not going to happen in my lifetime, so I'm never going to recover my original SP if they do this consolidation.

I also hold a much smaller amount of INO.
I don't care about DIV's going to 0, I don't care about the SP diving to these levels because the markets will eventually recover that, I care about this recovering before I retire in 4+ years.

I haven't purchased new TNT since January and I'll never buy REITS again. I won't sell because that's how I am and nothing will change that - not even going to 0, but I'm done contributing to a company that would dilute my shares by 5.75 times.

INO took a massive hit, but at least they're not planning to do this consolidation B.S. at these levels (yet).

I'm not out, but definately not a fan anymore.

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