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Bullboard - Stock Discussion Forum 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... see more

TSX:BEI.UN - Post Discussion

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Post by retiredcf on Jan 19, 2024 8:44am

Scotiabank

The real estate analytics team at Scotiabank global equity research recently hosted a series of meetings with apartment REIT management,

“We held the Panel lunch, 1x1s, and Property Tour this week. Panelists = BEI [Boardwalk REIT], CAR [Canadian Apartment Properties REIT], IIP [Interrent REIT], KMP [Killam Apartment REIT] and MI [Minto Apartment REIT]. Client lunch participation was +56% y/y … We felt the panel view was very bullish, moreso than last year (CAR mentioned never being this bullish), with one key difference = substantially lower regulatory concerns … Our bias remains higher Apartment allocations at least heading into the fall. Our top Residential Picks = CAR, TCN, and IIP… We expect Apartment REIT outperformance in 2024, albeit decelerated; attractive defence in a hard landing is 50% of the positive thesis. CAD Apartment REITs are -2% YTD vs. -1% for CAD REIT sector, following avg. 17% outperformance in 2023. CAD Apartment REITs outperformed CAD REITs and U.S. Peers in 3 of the past 4 years … Tight market intact, but we think big unit price upside needs growing market rents’

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