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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 pierrelebelon Jan 29, 2024 11:00am
83 Views
Post# 35850376

RE:Calculation

RE:Calculation
luscar99 wrote: "... $25 million divided by 15 million shares = $1.66 distribution.  That represents a 18.5% yield at today's unit price !"

While your calculations are basically correct, one should NOT expect management to distribute $2 million monthly to unitholders, starting in July.

If things go as well as expected, I expect management to decide to cut unit purchases by half to $1 million a month and use a similar amount for debt reduction.

Unitholders do not need distribution at this time.  Let's use 2024 to reduce the number of units and improve the balance sheet through debt reduction.

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