Very good article as always. Thanks for the update!
I also have Nexus Industrial and Northview. I like the risk/reward at these prices in both. All the metrics are improving since a few quarters, but share prices not doing much.
And I am considering RioCan at these prices. I also have Primaris, but RioCan taking my attention here...
Great article as always! I was just now looking over some older articles and contemplating adding to my REIT exposure. I see you didn’t list nexus among your disclosures, are you still long?
Very good article as always. Thanks for the update!
I also have Nexus Industrial and Northview. I like the risk/reward at these prices in both. All the metrics are improving since a few quarters, but share prices not doing much.
And I am considering RioCan at these prices. I also have Primaris, but RioCan taking my attention here...
Keep up the good work!
Are you still holding H&R Reit and Minto?
Yes I got both and have added to both in 2025.
thanks for the update! I always enjoy reading your thoughts
Good article.
My best performers YTD are Senior Living and US apt REiTs both have been decent hbens with all the tariff uncertainty.
Nice pick with the senior's homes!
Are you still holding nwh.un?
I got a small position in my spouse account. Massive insider buying there in recent weeks and the new credit grade rating seems big.
Great article 🔥
Great article as always! I was just now looking over some older articles and contemplating adding to my REIT exposure. I see you didn’t list nexus among your disclosures, are you still long?
Yes I am long Nexus, it's one of my largest positions. Thanks for pointing that out.
Appreciated the update !