TSX:AX.PR.E - Post by User
Comment by
rad10on Aug 23, 2024 2:43pm
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Post# 36193830
RE:RE:RE:RE:DIALING IN A CONSTRUCTIVE TOPIC
RE:RE:RE:RE:DIALING IN A CONSTRUCTIVE TOPIC You worried about the GRT supply narrative for US industrial Frankie? It's like 300 plus msf. That's less than half what it was in 2022! Come 2025 supply wont be an issue. XS industrial will be fully absorbed. Vacancy rates will be down and NOI increased through rent increases.
Loading up on these quality names over the last 2-3 years is going to be like buying o&G during peak Covid. SU and CNQ have both doubled since 2020, and former Husky preferreds have done even better!
Have an awesome weekend.