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Bullboard - Stock Discussion Forum RioCan Real Estate Investment Trust T.REI.UN

Alternate Symbol(s):  RIOCF

RioCan Real Estate Investment Trust is a Canada-based real estate investment trust. The Company owns, develops, manages and operates retail-focused properties and mixed-use developments located in Canada. Its property portfolio is categorized into leasing, development and residential. Its properties span retail, residential and mixed-use developments in Canada. Its properties are anchored by... see more

Bullboard (TSX:REI.UN)

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Post by garyreinson Mar 19, 2025 10:55am

Make it stop...

Every minute it goes lower. If insiders sell that's going to be super  bearish 
Post by garyreinson Mar 19, 2025 10:53am

Dividend

Though the dividend is not at risk from a payout ratio you think mgmt will be cautious and cut a bit?
Post by garyreinson Mar 19, 2025 10:42am

Nibbling to low 17s

Think that should be enough of a sell off
Post by garyreinson Mar 19, 2025 10:33am

TIMBER.

Time to play some Pitbull as I put in my stink bids... Rican going down. It's going timber. Big egg on face of management to have this toxic exposure 
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(244)
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  • incomedreamer11X
Post by incomedreamer11on Mar 19, 2025 10:32am

Analyst action

Warning replacing Hudson’s Bay Co. is “not likely to be an easy undertaking,” Canaccord Genuity analyst Mark Rothschild downgraded RioCan REIT (REI.UN-T) to a “hold” recommendation from “buy ...more  
Post by garyreinson Mar 19, 2025 10:28am

The big short on RIOCAN

Pretty soon will get an office or multi REIT dividend of 7% plus
Post by garyreinson Mar 19, 2025 10:24am

At some price

It may be worth to sell my other REITs and add 50k to 100k 
Post by garyreinson Mar 19, 2025 9:50am

TRD IS STRUGGLING

Another red day while cad REITs rally.
Post by garyreinson Mar 19, 2025 8:58am

Sink or swim time

I do expect strong support 17 to 17.50
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(22)
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  • Sunsurfer12X
Comment by Sunsurfer12on Mar 18, 2025 8:55pm

RE:JOINT VENTURE

Unlikely riocan would be full buyer except for select properties..bigger ones like hbc vancouver would likely see riocan increase stake from their security position but bring in another large or ...more  
Post by garyreinson Mar 18, 2025 6:46pm

JOINT VENTURE

What happens to HBCs 80% holding of the real esate? If they need to liquidate to cover creditors, Riocan is stuck in the middle, and would have to be the end buyer I would think (at least for some)
Comment by garyreinson Mar 18, 2025 5:55pm

RE:over-reaction in my opinion

Shorts saw the opportunity. The question now is what's a solid safe entry
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(2)
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  • Jamested84X
Post by Jamested84on Mar 18, 2025 5:21pm

over-reaction in my opinion

In Rio can's news release they said total hbc equity exposure amounts to 3.3% and the stockwas down 3.7%  today ..  TD analysts estimate about a .04 cent hit to AFFO .. and with REI.UN ...more  
Comment by garyreinson Mar 18, 2025 5:13pm

RE:RE:RE:RE:SAD.

Good point, buy out their properties for a discount.  Never thought of that!
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