Aerial Bayview Ave. and Rosedale in Autumn, Toronto, Canada jimfeng Note: All amounts are in Canadian Dollars On our last coverage of Dream Office (TSX:D.UN:CA), we highlighted the key factors that kept us out. This was despite a rather large drop that made value buyers salivate. We felt a bounce and trading opportunity could materialize…
gremlin All values are in CAD unless noted otherwise. Dream Industrial Real Estate Investment Trust (TSX:DIR.UN:CA) (OTC:DREUF) holds a portfolio of 327 industrial properties located in Canada, Europe and the US. These properties span around 71.4 million square feet and comprise distribution, urban logistics buildings and light industrial structures. 2023 Annual Report While the REIT…
youngvet/iStock via Getty Images Co-authored with Hidden Opportunities. To make money when you sleep, you need a “set and forget” investment strategy. This is where an investor makes purchases intending to hold it for a long period, often without actively managing or monitoring it regularly. Here are some criteria that investors should consider when seeking…
Bloomberg/Bloomberg via Getty Images Summary Our initial report rated Dream Office REIT (D.UN:CA) (OTC:DRETF) a Sell. While it looked cheap then, we believed the discount was warranted by the precipitous drop in net effective rents (i.e., “NERs”; base rents adjusted for leasing costs and incentives) and the high likelihood of a distribution cut. Last week’s…
monkeybusinessimages/iStock via Getty Images American Homes 4 Rent (NYSE:AMH) is, in my opinion, the premier single-family rental (“SFR”) REIT. It boasts multiple growth channels, including acquisitions, home rehabs, and its own internal, ground-up development platform. AMH is a top 40 homebuilder in the US, delivering 2,000+ new, high-quality rental homes into its portfolio annually. With…
Dream Office Real Estate Investment Trust (OTC:DRETF) Q4 2023 Earnings Conference Call February 15, 2024 5:00 PM ET Company Participants Michael Cooper – Chair, Chief Executive Officer Gordon Wadley – Chief Operating Officer Jay Jiang – Chief Financial Officer Conference Call Participants Lorne Kalmar – Desjardins Mario Saric – Scotiabank Pammi Bir – RBC Capital…
onurdongel Introduction Dream Finders Homes (NYSE:DFH) – with a trusted brand, an asset-light business model, and a focus on expanding into new markets, DFH is well-positioned to capture market share and generate solid returns for investors. Despite the industry’s cyclical nature and tough competition, DFH has maintained a high ROE and is seeking to reduce…
boggy22 By Breakingviews UniCredit (OTCPK:UNCRY)(OTCPK:UNCFF) and Barclays (BCS) have very little in common aside from a shared history as two of the lowest-valued European lenders. Along with Deutsche Bank (DB) and Société Générale (OTCPK:SCGLY), they’ve often traded at half or less of tangible net asset value. This year, however, the Italian group led by Andrea…
In the heart of El Zonte, El Salvador, a profound transformation is underway, captivating the global Bitcoin community. Bitcoin Beach, an innovative initiative, has not only changed lives but also paved the way for El Salvador’s historic Bitcoin legal tender law. The documentary “Dare to Dream: A Story From El Salvador,” directed by Joe Delahunty,…
Fahroni/iStock via Getty Images The Netherlands will start permanently shutting down its Groningen field, the largest natural gas field in Europe, in just over two weeks on October 1, 2023. Groningen produced 6.5 billion cubic meters of gas in 2021 and its shutdown comes as Germany, the continent’s largest economy, shuttered its final three nuclear…
recep-bg/E+ via Getty Images Introduction You may recall that I wrote an article on Dream Industrial REIT (TSX:DIR.UN:CA) (OTC:DREUF) in March 2020 and made the following conclusion: The REIT has realized a 24% total return over the last six months when I was more bullish on the stock, it has blown its peers out of…
GaryAlvis I most recently wrote on Dream Industrial REIT (TSX:DRR.U:CA) in June 2023 with the following conclusion: DRR is arguably one of the most undervalued residential REITs with a strong outlook. It has tremendous flexibility to navigate this uncertain environment due to its conservative financing. In January 2023, DRR began a stock repurchasing plan where…
Deagreez Option-based stock exchange-traded funds, or ETFs, like the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) were red hot last year because they fell less in a painful market and generated maximum yield when volatility was highest. YCharts Well, volatility has been collapsing all year. So several Dividend Kings members asked me to follow up on…
Torsten Asmus I last wrote on the Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSEARCA:IVOL) in June and since then I have been aggressively adding to my position. While the IVOL uses various derivatives, it is essentially a bet on 2-year US bond yields falling relative to 10-year inflation expectations from their current elevated…