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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 nedstar71on Apr 02, 2024 12:56pm
97 Views
Post# 35965480

RE:RE:RE:RE:RE:RE:Special Dividend received March 8, 2024

RE:RE:RE:RE:RE:RE:Special Dividend received March 8, 2024
rabnud wrote:
nedstar71 wrote:
rabnud wrote: also you could sell off the  amount of shares u recived  pay the tax and keep the cash as its all free money
nedstar71 wrote: So basically I have $5 per share in taxable capital gains on this for 2023 and they gave me 48 cents to help cover the taxes.
Even taxed at half the rate I'll owe another 20 or 30 cents a share.  Not a big fan of this manoeuvre in a year where I already booked high capital gains an income.  I could stomach it more if the stock price wasn't weak.



No, you get no shares, just the 48 cents per share, the tax bill, and the advantageous (higher) cost base.
??? OK whats does this mean then??
Allied have declared a special distribution of $5.48 per unit, comprised of .48 per unit payable in cash and $5.00 per unit payable by the issuance of units of Allied to unitholders of record as at December 29, 2023.


Read the press release from Dec 15, it spells it out.

Allied Announces Special Distribution

T.AP.UN 

TORONTO, Dec. 15, 2023 (GLOBE NEWSWIRE) -- Allied Properties Real Estate Investment Trust (“Allied”)(TSX: “AP.UN”) announced today that the Trustees of Allied have declared a special distribution of $5.48 per unit, comprised of $0.48 per unit payable in cash and $5.00 per unit payable by the issuance of units of Allied to unitholders of record as at December 29, 2023. The special distribution is being made primarily to distribute to unitholders a portion of the capital gain realized by Allied during the 12-month period ending December 31, 2023, from the sale of the UDC portfolio. Accordingly, the special distribution will be in the form of a capital gain for income tax purposes. The cash portion of the special distribution is intended to assist unitholders in funding any additional tax liability that may arise in connection with the special distribution.

The portion of the special distribution payable in units of Allied will be paid at the close of business on December 29, 2023, by the issuance of additional units that have a fair market value equal to the dollar amount of the special distribution payable in units based on the closing price of the units on the TSX on December 29, 2023. Immediately following the special distribution, the outstanding units of Allied will be consolidated such that each unitholder will hold, after the consolidation, the same number of units as held immediately prior to the special distribution. The remaining portion of the special distribution will be paid in cash on January 15, 2024.

The amount of the special distribution payable in units will increase the aggregate adjusted cost base of each unitholders’ consolidated units by such amount. Unitholders not resident in Canada for Canadian federal income tax purposes may be subject to applicable withholding taxes in connection with the payment of the special distribution.

About Allied


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