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Bullboard - Stock Discussion Forum Inovalis Real Estate Investment Trust T.INO.UN

Alternate Symbol(s):  IVREF

Inovalis Real Estate Investment Trust is a Canada-based open-ended real estate investment trust (REIT). The Company is formed for the purpose of acquiring and owning office properties primarily situated in France, Germany, and Spain. The REIT properties are strategically situated in urban areas, generally in close proximity to public transportation. Its France properties include Gaia, Arcueil... see more

TSX:INO.UN - Post Discussion

Inovalis Real Estate Investment Trust > I broke it down here’s what think
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Post by Bestarboss on Aug 18, 2022 9:39pm

I broke it down here’s what think

I've decided  to add to my postion after a 45% haircut ( 30% of that in the last 3 days alone ) can it fall more ? Sure it can , Where's bottom ? who knows that's a fools game but I'm comfortable here 
 
Here are the Main reasons why I added to my position and which also explains the fall from grace from 2018 2019 glory days of innovalis ; 
 
- recovering Hangover from some missed or reduced rents due to covid (that special divident after the sales of a few properties a year ago was unnecessary and could offered a little more of a cushion right now but can't cry over spilled milk right theirs certain things below that mangmwnt did not see coming 20\20 hindsight is always perfect right ) 
 
 - 3 vacant properties missing on about 1.6mill in revenues per quarter plus 1.5 mill in penalties per quarter for kicking tenents out earlier then lease expiry day these propresties have  to be vacant due because it's part of their asset recycle plan one out of the 3 is getting sold and they Will get 33-36 mill in cash by the end of 2022 was supposed to happen sooner anyhow this is a ( temporary issue )
 
-Negative Currency impact : euro is at 22 year low which impacted them about 655k this quarter after hedges ( temporary issue... futur hedges will fix this ) 
 
-uptick in spending capex for renovations as part of the asset recycle plan ( this is a temporary and they will be able to raise rents and hopefully have an even better retention rate )

-low intrest rates on their mortgages under 2% hard to find these rate here in North America plus where else will you find nice exposure to European real estate here on the tsx most of them have all Been sold ( anyone remember dream global )

 
- given all these temporary issues Nav still over 9 and about 50% from current share price And honestly Nav dipped a touch only because of impairment they had to take due to vacant properties again temporary and can be reversed other reason due to euro getting crushed again temporary 
 
Conclusion ; in 3-4 quarter's from now they can once these issues stated above are corrected they can increase affo by atleast 2 million per quarter conservatively that will be and uptick of 2 million from the  4.5 million in Affo currently so say 6.5 mill per quarter in affo in a 8 months to a year from now  
 
6.5 million  in affo - new dividend of about 3.25 per quarter payout ratio will drop to 50% -60% range they will have room to re start increasing divident back to atleast  5 million giving them a payout ratio of about 85% and if they decide to bring it  back to 6 million that would leave them a payout ratio of about 93% like back in their glory days of 2017-2019 pre pandemic.   If they take on more properties  and grow well it's all gravy form there . 


This is my personal opinion and not investment advise remember to diversify your portfolios and always do your research best of luck to all hope  this helps and gives a better idea to those scratching their heads on what exactly is going on . Sell buy add hold all according to your own time horizons and risk tolerances .


Best of luck to all !

Comment by ELKInvestor on Aug 19, 2022 12:39am
This is a good summarization. We are at lows seen right after the Mar 2020 pandemic onslaught drop. It really doesnt make sense for it to stay at this price level forever. Cheers. 
Comment by flamingogold on Aug 19, 2022 12:28pm
Appreciate the analysis. One needs to factor in sentiment and that is currently negative not to mention markets have had a good bounce off the June lows (S&P is up 18%). So, I wouldn't be surprised to see some market weakness this Fall and those are headwinds that will pressure even the most positive stocks. Under $5 is good to start tapering in. And, I would say that any price that gives ...more  
Comment by Tree2tree on Aug 19, 2022 3:09pm
Thanks for that detailed breakdown.  But it strikes me as one of those optimistic scenarios like, "if management does everything right and external factors cooperate, then the company will be in great shape at some point in the future."  How much confidence do I have in management today, based on recent history?  Not much.  But if everything does work out fine, then ...more  
Comment by pjn0987654321 on Aug 19, 2022 3:19pm
I think it was a scam and should be investigated.  That "special distribution" gutted the company and then they kept the distribution the same until the large holders exited.  Agree, based on recent history, I now trust the company very little.  I'd want a double digit yield from them before I'd consider re-entering.  Held for years, sold when it became clear ...more  
Comment by YieldChaser on Aug 23, 2022 2:25pm
Buy DFN or LBS instead if you want a sustainable double digit yield !   Or buy / keep INO.un if you want a decent sustainable 8% yield PLUS 50% immediate stock value upside from a normal course issuer bid, a sale to another REIT or them taking it private !
Comment by flamingogold on Aug 23, 2022 3:59pm
I disagree with you here. I have rarely seen an NCIB shoot an equity up 50%. NCIB's are just an option for a company to buy back stock, they don't always use it.
Comment by YieldChaser on Aug 25, 2022 8:45pm
WIll be a $7 stock by Christmas 2023 plus 12% distribution for 16 months .. so 50%+ upside in 16 months !   It makes sense to buy an 8% yielding stock via NCIB, far more so than buying a 4-6% CAP rate office building with their cash on hand !!
Comment by pjn0987654321 on Aug 23, 2022 4:49pm
We are talking INO.UN, not split cos. They may take a write down on their NAV.   I am not convinced the new yield is sustainable. Buyouts are long shots. 
Comment by rabnud on Aug 24, 2022 3:15pm
you dont think a 7%  dist is substainable??  Pretty sure its very substainable
Comment by incomedreamer11 on Aug 24, 2022 6:54pm
After cutting in half ,AFFO still around 100% and no sign for improvement occupancy Some trouble REIT can easy to cut distribution many times ( look , what happened with D.UN MRT.UN)  
Comment by GoodMonkey on Aug 24, 2022 8:24pm
ok, so what do you suggest?  Buy, hold, add? sell, short?
Comment by incomedreamer11 on Aug 24, 2022 9:42pm
If you already have it, just hold , don't average down  My ACB 8.8 CAD and I don't want to add it You can get same yeld with reasonable AFFO and activist investor like SOT.UN Here we have at least dead money, nothing to sell them for improvement debt level or buyback, they already reward yourself with special dividend and selling shares after
Comment by GoodMonkey on Aug 25, 2022 9:41am
thanks for your advice, I looked at SOT.UN and it looks like a much better option indeed. 
Comment by YieldChaser on Aug 25, 2022 8:41pm
Why's Slate a better option? Trades at a 44% discount to NAV too $9 NAV vs $5 share price?
Comment by YieldChaser on Aug 25, 2022 8:43pm
Hold ..and if you got cash buy or double down. WIll be a $7 stock by Christmas 2023 plus 12% distribution for 16 months .. so 50%+ upside in 16 months !
Comment by YieldChaser on Aug 23, 2022 2:30pm
I agree .. share price can move up AT LEAST 40% within a year as NAV is $9 as per their latest financials and they historically traded at around 80% of NAV so $7.20/share.   A buyout candidate for other REITs like Slate or Brookfield?   Where do you see their price in a year ? Above $7?
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