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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

Comment by Frankie10on Dec 15, 2023 3:05pm
229 Views
Post# 35787285

RE:RE:RE:RE:RE:RE:Beautiful!

RE:RE:RE:RE:RE:RE:Beautiful!

Correct that the number of total units will remain unchanged post consolidation.

I disagree that the unit price will increase by $5. It's important to understand what exactly is happening. The Trust is paying out 48 cents of cash. So in theory, the Trust would be worth 48 cents less per unit (post consolidation). That said, there is an undisclosed liability in the Trust, which is the latent taxes on all the investment properties owned. A portion of this latent tax related to the UDC portfolio was realized upon sale and is now being "distributed" to unitholders - therefore, the Trust in theory on a per unit basis, would be more valuable seeing as that the latent tax liability is now decreased... and we the unitholders are worth less - equal to the amount of the tax burden being passed on to us.

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