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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, manages and develops retail-focused, mixed-use properties. Its portfolio includes leasing, development, and residential. The Company’s properties are held by various tenants, such as grocery, pharmacy, liquor, personal services, and specialty and value retailers. Its portfolio comprises... see more

TSX:REI.UN - Post Discussion

RioCan Real Estate Investment Trust > CIBC has an upside target of $29 too
View:
Post by materialsgirl on Dec 15, 2020 5:00pm

CIBC has an upside target of $29 too

To get there, they suggest a 3.75% cap rate as compared
to their base case of 4%
$29 also assumes a 2.5% NOI improvement over the base case.

Also a 10% premium over NAV

High 20s is certainly possible within 12 to 15 months.

The floodgates will open to immigrants by August

mat
Comment by CANCDN on Dec 15, 2020 5:27pm
Can you share where you found the CIBC upgrade? Last I saw, it was 22... On IKBR they only show the analyst name and company, the price target and recommendation. It is still showing 22 for CIBC analyst.  Looking at history, RioCan usually trades at or above NAV by about 10%. Allied REIT at times traded 20-30% above NAV.  Will be interested to see how the market prices in ...more  
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