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Boardwalk Real Estate Investment Trust T.BEI.UN

Alternate Symbol(s):  BOWFF

Boardwalk Real Estate Investment Trust (Trust) is a Canada-based open-ended real estate investment trust, which owns/operates multi-family rental communities. The Company provides homes in more than 200 communities, with over 34,000 residential suites totaling over 29 million net rentable square feet. Its brands include Boardwalk Living, Boardwalk Communities, and Boardwalk Lifestyle which, caters to a diverse demographic. Its objectives are to provide Resident Members with quality rental communities and the best tenant/customer service, provide its holders of Trust Units with stable monthly cash distributions, and to increase the value of the Trust Units through the effective management of its residential multi-family revenue producing properties, renovations and upgrades to its current portfolio, and the acquisition and/or development of additional, accretive properties or interests therein.


TSX:BEI.UN - Post by User

Post by retiredcfon Feb 27, 2024 12:49pm
82 Views
Post# 35901747

RBC Report

RBC ReportTheir upside scenario target is $108.00. GLTA

February 25, 2024

Outperform

TSX: BEI.UN; CAD 76.14

Price Target CAD 86.00 ↑ 82.00

Boardwalk REIT Continued strength

Our View: Boardwalk (“BEI”) delivered a trifecta of good news: 1) An 8% Q4 FFO beat, 2) A strong 2024 guide that implies +9% to +16% y/y FFO growth, while having materially de-levered, and 3) +23% distribution increase while maintaining payout of ~40%. This was one of the best quarters we’ve seen out of BEI since the 2007 era - we were a little surprised that the stock didn't react more positively. We think growth sustainability is top of mind for investors and based on affordability and current demand/supply picture, outlook still looks good. Estimates revised higher; Target $86 (+5%); OP.

Key points:

Strong organic growth: Q4 SP NOI growth of +16.8% was driven by SP-Rev +9% and SP-Exp -1.5%. Good cost control and lower utilities from milder weather contributed to lower expenses. Average occupied rent was $1,388, +9.2% y/y, +2.3% q/q. Occupancy was 98.9% (+92 bps y/y, +40 bps q/q) and was 98.8% in February. Market rent was $1,561 (+1.8% q/q, +11% y/y). Regionally, its AB and SK markets (75% of NOI) remain the strongest with NOI growth in the 15-22% range, while the rest of portfolio was at 3%-6%.

A strong 2024 guide – we think there is some room for upside: FFO/unit of $3.93 to $4.18 with midpoint implying 13% y/y. This assumes SP NOI growth of +10% to +14% (Rev +8% to +9.5%; Exp +2.5% to +4.5%). It’s noteworthy that the +13% FFO growth comes despite leverage declining materially y/y (Net debt to F12M EBITDA of 9.6x vs. 11.4x in 2022) and despite debt refinancing headwinds. If January 2024 new lease/renewal spreads of +11%/9% hold (new lease/renewals of ~30%/70%), revenue growth could come in slightly higher or at high end of range. Our tracking of BEI’s listed rents in January suggests continued strong sequential growth.

Growth sustainability: Given the current robust growth and cyclical nature of its Western Canadian markets, we think growth sustainability is likely top of mind for investors. To that end, the demand/supply still looks good. T12M AB population growth was 195K vs. under construction of 37K. BEI noted affordability being a good indicator of future rent growth – its AB rent to median renter household income remains in the 24-29% range.

2023 Capital allocation: $240M net proceeds from December equity offering will be used to close on The Circle ($70M, 5.75% cap rate), pay down construction facility on Railroad ($57M) and $113M in cash earning 5%. BEI noted it's looking at opportunities to buy newly-built assets, even in ON.

Valuation: Our NAV/unit estimate of $73 (+4%) is based on a 5.05% cap rate (+5bps), vs. IFRS reported NAV of $84.41 (+2.9% q/q) based on 5.05% (+0bps) cap rate on ‘stabilized’ NOI. Our target of $86 (+5%) is based on 5% premium (unchanged) to our 1Y forward NAV. At 22x 2024E AFFO, BEI trades largely in line with its historical 10-year average, but with materially higher growth rate today. Maintain OP.


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