Stockhouse.com uses cookies on this site. By continuing to use our service, you agree to our use of cookies. Cookies are used to offer you a better browsing experience and to analyze our traffic. We also use them to share usage information with our partners. See full details.
I Agree
×
Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Privacy Policy | Disclaimer

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Privacy Policy | Disclaimer
Please Try Again {{ error }}

Send my password

Return to Login
SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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

Alternate Symbol(s):  RIOCF

Real Estate REIT - Retail
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)

View:
Prev ... 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 ... Next
Comment by garyreinson Mar 18, 2025 4:41pm

RE:RE:SAD.

What about the FFO bite?
28
User Avatar Image
(22)
•••
  • Sunsurfer12X
Comment by Sunsurfer12on Mar 18, 2025 4:22pm

RE:SAD.

ok...time to stop moaning.. 1) Ed had oversight on this deal..he is a QC..he did not give away REI $ without good security and fallbacks 2) Ed realized there is risk here and in worrst case scenario ...more  
44
Post by garyreinson Mar 18, 2025 4:01pm

SAD.

First close in the $17s in almost a year, furthermore, one of my largest holdings.  REI really set itself up badly here! What other tennant can do that?
47
Post by garyreinson Mar 18, 2025 3:53pm

with the DIVE today...

At $17.87 the question now becomes whats an attractive risk/reward entry factoring in a short term bad outcome but a medium-long term solid entry.  Im thinking <$17.50 would be a safer bet ...more  
40
Post by garyreinson Mar 18, 2025 3:38pm

TOO LATE TO SELL unfortunatly..

the 4% loss today bakes in the 5% FFO loss and NAV loss...might be a bit more selling pressure depending on the courts and where reits go low $17s I  may be ready to mop it up
31
Post by garyreinson Mar 18, 2025 3:32pm

nope, no recovery coming.

guess we gotta accept this is a $17.xx stock for the time being which should be enough to bake in the losses at a 250m writedown and FFO loss
27
Post by garyreinson Mar 18, 2025 3:18pm

NCIB

Too bad they blew a lot of that NCIB money....tthey definitely would have a lot of orders to absorb down here 
20
Post by garyreinson Mar 18, 2025 2:58pm

CLOSE ABOVE $18 WOULD BE NICE.

At this point I dont need any other of my REITS to get to June prices....I mean industrial is already there and then some , as well as office
29
Post by garyreinson Mar 18, 2025 2:52pm

PMZ

PMZ also gave an update and FFO hit expectation but its down only 13 cents...I guess the JV aspect and more locations might be trickier
26
Post by garyreinson Mar 18, 2025 2:42pm

FFO HIT...

Is bad, but if they get these JV assets, then over 2-3 years get more reliable reatalors or sell them off for development potential its going to be a good long term play
34
User Avatar Image
(22)
•••
  • Sunsurfer12X
Comment by Sunsurfer12on Mar 18, 2025 2:42pm

RE:RE:Question

Unless I am missing something, hard to imagine the loans are worthless..theya re all backed up by either a 1st or 2nd position in various JV real estate assets....sure under CCAA anything unsecured is ...more  
47
Post by garyreinson Mar 18, 2025 2:29pm

GRIM REALITY

I think the market has woken up to the grim reality of this bankruptcy...going to be down and out until reits catch a big bid and the turnaround potential of the assets comes closer
27
Post by garyreinson Mar 18, 2025 2:10pm

297M SHARES x -0.75

220m market cap wiped out today....
20
Post by garyreinson Mar 18, 2025 2:03pm

DOWN 4%

YIKES.  This about to get UGLY 
25
Prev ... 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 ... Next
Market Update
{{currentVideo.title}} {{currentVideo.relativeTime}}

At the Bell logo
A daily snapshot of everything
from market open to close.

{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}{{currentVideo.intervieweeTitle}}
{{currentVideo.headline}}
{{currentVideo.link1Text}}
{{currentVideo.link2Text}}
< Previous
{{moreVideoText}}
Next >
Dealroom for high-potential pre-IPO opportunities