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

GOING TO BE A WILD FINISH TO THE YEAR

[garyreins]

I was told by a REIT CEO not long ago that the expectation is "private equity" will get aggressive 2nd half of the year as rates drop at vendors will accept better prices. We know manji in particular is eyeing something with his 500k in strategic review costs Q2.  Will there be other reits?

Fed cut widely expected with Canada BOC rate headed to 4% and maybe  lower in 2025, that cant be considered that terrible for REITS

Whats the blackswan event that no one sees coming. MONKEYPOX? A LEHMAN TYPE COLLAPSE in the CRE space like tj thinks

[DZtrader]

...........................black swan? Well perhaps not a black swan in the truest sense but, Artis going all in trying a takeover of Dream Office and seeing its own shareprice drop to the $5.00 in the process. Shoud this "unknown, unknown" event occur and we take out the lows that most of us bought in at, well not my fault! Hoping this won't be the case, I think we are slowly

[garyreins]

If they can deploy only 100m or less more to buyout dream office it's a drop in bucket to their 2b plus in funds.  If they're dropping 200 to 300m for a high takeout price themselves yes unit price may collapse

[DZtrader]

I am not looking at it simply from a cash prospective. Perhaps philosophies conflict causing undue selling. I don't necessarily think they make the move, I also don't think it would be a prudent move. They will do something, there's no doubt about it, they have clearly telegraphed this already. I think the uncertainty that surrounds Artis' path forward gives pause to some

[garyreins]

It's already accepted that Artis strategy is the wild wild west.  Sustaining the dividend with an affo bump is crucial

[jmkOttawa]

You speak only for yourself. Widely accepted is not a term that applies when you post it. It's a false assumption.