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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

View:
Post by retiredcf on Dec 15, 2024 1:03pm

Comparison

As for this BB, it's rapidly disintegrating. We have Gary (who rates everyone of his posts), figures that $12.00 won't be breached, adds more and then calls for a $10 target (note the spelling). And then there's MrStockface who is hard pressed to write more than 4 words before agreeing with Gary. Anyway, here's the comparison. GLTA

Looking at a 3 to 5 year timeframe - please compare AP.UN and DIR.UN and advise which one you would buy and why.

AP.UN is $2.4B market cap, 9.68% yield, Price/Cash flow 8.5X, minimal per unit cash flow growth predicted, payout ratio 79.4%.

DIR.UN $3.5B market cap, 5.67% yield, P/CF 12.4X, 9% growth expected, payout 70%.

DIR.UN is more expensive but growing faster, and we do like the industrial sector much better right now. We would side with DIR.UN. (5iResearch).


Comment by garyreins on Dec 15, 2024 7:21pm
retiredcf, the only thing "disinegrating" is dir.un share price....and in record time! But is that 9% growth expected with or without their high 2025 debt renewals
Comment by McStockface on Dec 16, 2024 10:26am
That's Mr. McStockface to you.