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Bullboard - Stock Discussion Forum Slate Grocery REIT T.SGR.UN

Alternate Symbol(s):  SRRTF

Slate Grocery REIT (the REIT) is a Canada-based open-ended mutual fund trust. The Trust is an owner and operator of United States (U.S.) grocery-anchored real estate. The REIT owns and operates approximately U.S. $2.4 billion of critical real estate infrastructure across major U.S. metro markets that communities rely upon for their daily needs. The Company's properties include Centerplace of... see more

Bullboard (TSX:SGR.UN)

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  • DanielDardenX
Comment by DanielDardenon Apr 22, 2023 4:17pm

RE:Daniel:

First, both Welchs received 97+% support at the last general meeting so many investors are wearing the glasses. We must all be oblivious to your wisdom! The normal human reaction is to blame somebody ...more  
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  • DanielDardenX
Comment by DanielDardenon Apr 20, 2023 1:28pm

RE:Re: SGR and SOT

I can clearly understand your hurt, however, placing all of the blame on SLAM is not the entire picture. Obviously, Covid has affected the office space much more than other real estate. Could you ...more  
Post by ReitsRuson Apr 20, 2023 7:12am

SGR and SOT

Looking for input on adding to SGR after the cluster with SOT, are these Guys going to do the same to SGR. Looks like weakness with it since then, am I reading too much into this or be cautious? 
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(50)
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  • DanielDardenX
Comment by DanielDardenon Apr 19, 2023 6:33pm

RE:div hike?

In a rising rate environment with a possible recession coming it would be imprudent to increase the distribution. IMO, they should be maintaining occupancy and cash flow. The current high yield is not ...more  
Post by gojuiceon Apr 17, 2023 1:22pm

div hike?

Pre-covid SGR had a history of raising it's dividend about a quarter a cent a year.  They've maintained the current dividend through thick and thin.  When might they resume hiking ...more  
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  • DanielDarden123X
Post by DanielDarden123on Apr 07, 2023 1:51pm

By Association

Some sellers are undoubtedly reflecting on the turmoil at Slate Office without realizing that SGR is a much different with essential retail properties. With no mortgage renewals in 2023 their interest ...more  
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  • logicandinertiaX
Comment by logicandinertiaon Feb 16, 2023 10:25pm

RE:RE:No deal accretion or AFFO per share growth for several qtrs

Thank you.  You make a number of salient points.  I need to look more closely at the condition of some of SGR's latest acquistions re; your points regarding capex to upgrade properties ...more  
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(221)
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  • incomedreamer11X
Post by incomedreamer11on Feb 16, 2023 10:18am

Scotia comment on results

Continues to Execute Well OUR TAKE: Neutral. We raise our target to $11.50 (+$0.50) and our NAVPU estimate to $12.00 (from $10.75) as we have increased our NOI ...more  
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  • DanielDarden123X
Post by DanielDarden123on Feb 15, 2023 4:51pm

SLAM

First, I have no reason to defend SLAM but upon viewing all the info released today I believe that some of the criticism levelled  here is misplaced for the following reasons: 1) The NAV/u has ...more  
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  • theinvestor22X
Comment by theinvestor22on Feb 15, 2023 11:12am

RE:No deal accretion or AFFO per share growth for several qtrs

logicandinertia:  I can't disagree with your commentary in general, but there is one factoid which should influence things going forward.  I've been following the difference between ...more  
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  • logicandinertiaX
Post by logicandinertiaon Feb 15, 2023 8:49am

No deal accretion or AFFO per share growth for several qtrs

AFFO per share has flat lined at ~$0.22 per quarter over past several quarters.   Over the past several quarters, revenue is up from $33 million to $51 million while NOI has increased from $24 ...more  
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