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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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  • dapreston9999X
Comment by dapreston9999on Oct 08, 2024 3:22pm

RE:Distributions

is there news I missed that they are about to return or are you just hoping?
Post by SIGG1on Oct 08, 2024 3:02pm

Distributions

Announcement about reinstating the distributions can not come soon enough!
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(765)
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  • flamingogoldX
Post by flamingogoldon Oct 03, 2024 9:35am

Office market shows signs of bottoming

"Peak distress is fully behind us"... This is a US story but very much applies to Canada. https://www.investing.com/news/economy-news/analysisus-office-market-shows-signs-of-bottoming ...more  
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  • wildrunner11X
Comment by wildrunner11on Oct 01, 2024 7:47pm

RE:RE:RE:RE:TNTs dividend pre-slit

SRV was great. Also survived thought HCG and now TNT.
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  • BlueJay2020X
Comment by BlueJay2020on Sep 30, 2024 11:59am

RE:RE:RE:RE:RE:RE:RE:TNTs dividend pre-slit

Yes, properties in Europe but still affected by global sentiment.  Much worse occupancy levels than TNT but has arguably been punished more. Not one for the faint of heart, but could be a four ...more  
Comment by SIGG1on Sep 30, 2024 11:48am

RE:RE:RE:RE:RE:RE:RE:TNTs dividend pre-slit

yes France, Germany, Spain.  For the same reasons, inflation and interest rates are coming down there too... Not only in Canada. 
Comment by Sinisteron Sep 30, 2024 11:25am

RE:RE:RE:RE:RE:RE:TNTs dividend pre-slit

Isnt INO.UN for France and Germany real Estate? So its not affected by what happens here? I have no clue just asking.
Comment by SIGG1on Sep 30, 2024 10:57am

RE:RE:RE:RE:RE:TNTs dividend pre-slit

TNT.UN has a nice run lately, INO.UN's turn will come, market cap of 36M is ridiculously undervalued for their assets. 
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  • BlueJay2020X
Comment by BlueJay2020on Sep 30, 2024 10:32am

RE:RE:RE:RE:TNTs dividend pre-slit

Yep! Doesn't always work as investors in Chorus and AHOT.UN will testify, but it helps to keep us humble! I have learned to accept that making losses is part of making profits. Currently I am ...more  
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  • flamingogoldX
Comment by flamingogoldon Sep 27, 2024 9:48am

RE:RE:RE:TNTs dividend pre-slit

"Sentiment changes on a dime"... so true. This is where being a contrarian can pay off immensely. BlueJay you and I did it with SRV. I am doing it with BBD... yes... Bombardier, the one ...more  
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  • BlueJay2020X
Comment by BlueJay2020on Sep 26, 2024 8:26pm

RE:RE:TNTs dividend pre-slit

Yep,. compelling value here and accumulation at these levels will be rewarded.  This story reminds of Shawcor (now Matr) which sunk to below a buck and no-one seemed to touch it with a hundred ...more  
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  • flamingogoldX
Comment by flamingogoldon Sep 25, 2024 8:15pm

RE:RE:TNTs dividend pre-slit

Cooper, I totally agree with you. With inflation at the BoC's 2% target they will now likely go a full .5% in October to stop the slowdown and push the economy back into drive. GLTA, it's ...more  
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  • Northforce13X
Comment by Northforce13on Sep 25, 2024 7:06pm

RE:TNTs dividend pre-slit

Further illustration of undervaluation = peer office REITs Allied and Dream SP 10-11% AFFO yield TNT 2.50 AFFO / 13 SP = 19.2% Gap exists because of problems TNT had compounded by higher ...more  
Comment by cooper90on Sep 25, 2024 3:39pm

RE:TNTs dividend pre-slit

Agree, I think our dear TNT CEO does not want to reinstate a new divi at the current price of $12.80 or pre-split = $2.22 which would need to be in the yield range of 8% (much lower divi) basically a& ...more  
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