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Bullboard - Stock Discussion Forum True North Commercial REIT T.TNT.UN

Alternate Symbol(s):  TUERF

True North Commercial Real Estate Investment Trust (the REIT) is a Canada-based unincorporated, open-ended real estate investment trust. The REIT is primarily focused on creating value for unitholders through the investment in and ownership of commercial properties in Canada. The REIT’s primary objective is to maximize total returns to its unitholders. Its returns include a stable, reliable... see more

Bullboard (TSX:TNT.UN)

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Comment by impegaon Jul 11, 2024 1:02pm

RE:DD

DD knows when to buy and when not to.
Post by garyreinson Jul 09, 2024 4:08pm

OFFICE REITS CONTINUE THEIR TOXIC TRADE

OFFICE REITS CONTINUE THEIR TOXIC TRADE
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  • BlueJay2020X
Comment by BlueJay2020on Jul 05, 2024 6:12pm

RE:RE:NAV

"A balance sheet only matters in a bankrupcy scenario."   What about an acquisition scenario? If not, I have a great company to sell you!
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  • lancebryantX
Comment by lancebryanton Jul 05, 2024 3:58pm

RE:NAV

Biggest thing to keep in mind is that a company, is a company, its an aggregate total of assets, liabliities and revenue growth, gross margin and available capital to create opportunities. A balance ...more  
Comment by impegaon Jul 03, 2024 1:05pm

RE:RE:NAV

From TNT's Q1 report: Indebtedness to GBV ratio is 62.1%
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  • gold_diggers1X
Post by gold_diggers1on Jun 28, 2024 10:54pm

TNT NCIB Monthly as of 2024/06/28

TNT NCIB Monthly Summary report has been posted in the group TNT NCIB Summary.     Anyone who has followed TNT.UN on this board for some time and is interested may request to join ...more  
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  • lancebryantX
Comment by lancebryanton Jun 28, 2024 10:39pm

RE:RE:9200 Glenlyon Parkway, BC sale closes

They have a legal requirement to distribute funds, not do buybacks.  Property sales are a good way for them to get capital that they can use to buyback stock though which is an important portion ...more  
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  • flamingogoldX
Post by flamingogoldon Jun 28, 2024 8:17am

9200 Glenlyon Parkway, BC sale closes

TNT's relentless share buybacks at a large discount to the NAV and sale of non-core buildings at close to or more than the purchase price continues to give me the confidence to hold. Victory is in ...more  
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  • EstevanOutsiderX
Comment by EstevanOutsideron Jun 28, 2024 3:13am

RE:RE:RE:RE:ANYONE KNOW

i don't think so as it use to trade at a premium to nav becuase of distribution in a historically low interest rate enviornment but possible with the buybacks and if interest rates collapse. no ...more  
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(16)
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  • gold_diggers1X
Comment by gold_diggers1on Jun 27, 2024 10:45pm

RE:RE:RE:ANYONE KNOW

"tnt likely easily a $20 reit again when the tide turns" If and when the tide turns, I would think TNT will be over $28.75 ($5 pre-consolidation), since $20 is only $3.48 pre-consolidation. ...more  
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  • EstevanOutsiderX
Comment by EstevanOutsideron Jun 27, 2024 8:18pm

RE:RE:ANYONE KNOW

one reason i invested in tnt and dream was because they have smaller, more liquid properties. slate has bunch of huge 60s and 70s era junkers in atlantic canada even tearing them down would be ...more  
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  • lancebryantX
Comment by lancebryanton Jun 26, 2024 7:31pm

RE:ANYONE KNOW

SOT is an actual ponzi scheme.  Every other REIT on the Canadian Market has sold assets at prices higher then 2019 or at the very least near those prices with at most 20% haircuts. SOT sells ...more