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Bullboard - Stock Discussion Forum Dream Industrial Real Estate Investment Trust T.DIR.UN

Alternate Symbol(s):  DREUF

Dream Industrial Real Estate Investment Trust is a Canada-based open-ended real estate investment trust. The Company owns, manages and operates a portfolio of 339 assets totaling approximately 71.9 million square feet of gross leasable area in key markets across Canada, Europe and the United States. The Company owns and operates a diversified portfolio of distribution, urban logistics and light... see more

TSX:DIR.UN - Post Discussion

Dream Industrial Real Estate Investment Trust > more Andrew Moffs - PAST TOP PICK
View:
Post by Possibleidiot01 on May 30, 2024 3:20pm

more Andrew Moffs - PAST TOP PICK

PAST TOP PICK
(A Top Pick Mar 30/23, Down 9%)

Great setup. Will capture the spread on market rents. Book value is near $17, so it's at near a 25% discount to NAV. Single-digit growth this year and next. Europe is a great story, logistics of e-commerce really starting to have an impact.

REAL ESTATE
$12.260
Owned


Comment by retiredcf on May 31, 2024 6:46am
Last stock in the clip. GLTA https://www.bnnbloomberg.ca/video/andrew-moffs-past-picks~2931802
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