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Artis Real Estate Investment Pref Shs Series E T.AX.PR.E

Alternate Symbol(s):  ARESF | T.AX.UN | T.AX.PR.I

Artis Real Estate Investment Trust is an unincorporated closed-end REIT based in Canada. Artis REIT's portfolio comprises properties located in Central and Western Canada and select markets throughout the United States, including regions such as Alberta, British Columbia, Manitoba, Ontario, Saskatchewan, Arizona, Minnesota, Colorado, New York, and Wisconsin. The properties are divided into three categories: office, retail, and industrial. The industrial properties account for most of the portfolio, followed by the office properties and the retail properties.


TSX:AX.PR.E - Post by User

Post by Frankie10on Feb 21, 2024 10:30am
131 Views
Post# 35890808

MATH

MATH
The math works for Artis - With market cap of only $700M - a SIB for 15% of the outstanding would only be $100M… all we have to do is sell $200M of assets to maintain 50% debt to total assets post sale and buyback.
 
That assumes an *additional* $200M of sales - which should be light work for Samir.
 
I believe the $300M+ of sales post Q3 (already announced) will be targeted at the credit facility - bringing down debt to a reasonable level by reducing total debt by a whopping $300M.
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