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Bullboard - Stock Discussion Forum First Capital Real Estate Investment Trust T.FCR.UN

Alternate Symbol(s):  FCXXF

First Capital Real Estate Investment Trust is a Canada-based open-ended mutual fund trust. The Company owns, operates and develops grocery-anchored, open-air centers in neighborhoods with various demographics in Canada. The Company targets specific urban and suburban neighborhoods, which are located in Toronto, Montreal, Vancouver, Edmonton, Calgary, and Ottawa. Its portfolio of properties... see more

TSX:FCR.UN - Post Discussion

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Post by retiredcf on Apr 04, 2023 10:26am

Bargain Buy?

Have been following this one for awhile. I realize that the REIT sector has been weak but still surprised that the SP is down at this level given the relatively good news that has come out in the last two months. I also think Moffs knows his stuff so I've initiated a position this morning. Here's the first (TD) of 3 reports that I will post. The first two were from 9 February.  GLTA

First Capital REIT

(FCR.UN-T) C$17.97

Solid Progress on Debt Reduction; Valuation Recovery Underway

Event

Post-Q4/22 outlook update. Initial views here.

Impact: SLIGHTLY POSITIVE

Enhanced capital allocation plan: Management reiterated its confidence in executing the $1bln+ disposition plan. With $179mm now complete, there remains ~$900mm, which is represented by 28 properties under consideration (~$30mm average value — a "sweet spot" size, in our view). Most are development sites and none are multi-tenanted grocery-anchored shopping centres. FY2022 dispositions were completed at an average 15% premium to IFRS values.

NAV revision: We have raised our NAV/unit estimate by 2.4% to $21.70 (still 8% below the $23.48 IFRS NAV) on slightly higher NOI. FCR's IFRS cap rate increased 10bps q/q, possibly due to the sale of King High Line (LTM sub-3% cap rate).

Forecast revision: Our 2023/2024 AFFO/unit estimates slipped 4%/2%, mostly due to higher interest costs, and also higher G&A costs and lower interest/other income. Our 2023 estimate now essentially represents flat y/y performance, in contrast to management's outlook for positive growth. Our 2024 estimate still implies an attractive 6% three-year CAGR. We expect FCR's distribution to remain well-covered going forward and are currently forecasting an AFFO payout ratio of 81% in 2023 and 76% in 2024.

Management is seeing no signs of economic weakness: New leasing at some notable properties includes 3 Dollaramas (3080 Yonge, Mount Royal Village, and Maple Grove), KITH taking the vacancy at 80 Yorkville Ave, a to-be-named tenant taking the below-grade former McEwan space at 1 Bloor East, and a Marcello's grocery store taking the largest space at Bayside Village.

Development poised for acceleration: FCR guided towards development spending to double in 2023 to $200mm-$225mm. FCR has nearly 1,000 residential units under active construction currently, and planned 2023 starts would add nearly 800 more (all at 100%).

TD Investment Conclusion

At 17.0x 2023E P/AFFO, 83% P/NAV, and 77% P/IFRS-NAV (two closest peers: 15.6x/89%/83%), we view FCR's current absolute and relative valuations as heavily discounted and poised for recovery as the REIT continues its progress on balance- sheet deleveraging. We reiterate our ACTION LIST BUY rating.

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