HRUFF News and Press, H&R Real Estate Investment Trust/H&R Finance Trust Stapled Unit From 08/11/23

2023-08-11 10:32:35 ET More on H&R Real Estate Investment Trust H&R REIT: Possibly The Only Office Bet You Should Consider For further details see: H&R Real Estate Investment Trust reports Q2 results

2023-08-08 07:43:18 ET Summary We had previously upgraded True North to a hold rating after two consecutive sell ratings. Q2 2023 results show the stresses building up behind the scenes. We tell you why AFFO should drop further in the next few quarters. All value...

2023-07-11 10:00:00 ET Summary Artis REIT had a strong quarter from a NOI perspective. Occupancies remained strong, even in the office segment. The numbers in the title look compelling, but we show you why we are still not biting. All values are in CAD unless noted...

2023-06-28 08:27:38 ET Summary We gave Inovalis REIT our first review in December 2022. We noted that the NAV estimates were optimistic and crystallization of that value was improbable in the short term. We review where the REIT stands after losing its largest tenant. ...

2023-06-20 14:39:48 ET Summary Our previous work on Dream Office suggested that the NAV was likely unrealistic. The stock floated up on the substantial issuer bid. The drop today wipes out all those gains and more. We look at where things stand and why you should still avo...

2023-05-31 14:17:30 ET Summary Boardwalk Real Estate Investment Trust had a solid Q1-2023, but has gone sideways since our last article. Valuation remains high at this point in the cycle. U.S.-side Residential REITs appear far better priced for a recession, and that is where t...

2023-05-26 16:41:43 ET Summary We had two bearish/short-sell pieces on True North earlier in the year. The distribution cut has played out as expected. We look at Q1-2023 results and tell you why we are closing the short sell call. True North Commercial REIT ( TNT.UN:C...

2023-05-15 09:00:00 ET Summary We moved to the sidelines on our last update on H&R REIT. The timing was good and the REIT succumbed to broader sector pressures. We look at the Q1-2023 results and update our view. Market performance have a big dose of luck and som...

2023-04-14 09:19:51 ET Summary Dream Office has moved lower since our last article. Q4-2022 performance was actually quite sturdy and they sold a property at a stunning 4% cap rate. We look at the numbers and update our thesis. All values are in CAD unless noted ot...

Summary H&R REIT has delivered a stellar performance over the last 2 years. More importantly, management has made all the right moves and we can find no fault. We go over the most recent results and tell you why we are still downgrading this to a neutral rating. Note...