Investment Thesis
Dream Industrial REIT (DREUF) (TSX:DIR.UN) is an industrial REIT focusing on markets in Canada and the United States. The company’s occupancy ratio is expected to remain very high thanks to strong economic growth in the United States and Canada. Its dividend yield of 7.5% is both safe and attractive. Shares of Dream Industrial continue to trade at a steep discount to its industry peers. Hence, I believe Dream Industrial present a good opportunity for value investors.
Source: Company Website
Reasons Dream Industrial REIT is attractive
Geographic Diversification
Dream Industrial has become