Post by
retiredcf on Apr 07, 2024 1:39pm
Comparison
Disclosure: I own them both. GLTA
If only one of these two Industrial REITs could be owned, which one would you choose and why?
Both are similar in size and have similar forward expected growth rates. GRT.UN has a slightly higher 10-year total return than DIR.UN and net profit margin, however, DIR.UN has a marginally better free cash flow yield. Both are valued quite similarly, but DIR.UN offers a higher yield of 5.4% vs. GRT.UN at 4.4%. For potential upside, we give DIR.UN the slight edge due to its smaller size, and slightly better forward growth estimates, however, for a more balanced approach, we feel that GRT.UN has proven itself to be a robust company. (5iResearch)