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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 bbzzzzon Dec 19, 2023 5:47pm
343 Views
Post# 35792683

Thoughts pre-capital gains distribution date

Thoughts pre-capital gains distribution dateWhy purchase shares today (before the ex date of 12/28) and incur a capital gains distribution ($5 + .48c ) ?  An investor with funds outside registered accounts assumes a five$ capital gains liability upon purchasing the shares before the ex date.  I can only say that long term investors would do this-  in at $20 and have a adjusted cost base of $25 going into the future.  Of course this investor would have to pay for the capital gain on this year's tax. Assuming also they may have tax losses to cushion this extra capital gain. 
 One may also sell now ( in a non-registered account) before the ex-date and avoid this all and possibly claim a tax loss toward this year's tax - can occur if one has been buying earlier this year and now sitting on a loss.  This investor may hope to buy back later in January. 
 Both cases could be long term investors with different strategies. 
 I am finding this an interesting mind / investment exercise  and thought to share it. 
 Thoughts...... 
Tedz
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