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Sunday, March 5, 2017

My complete REIT list.

My complete REIT list.
1)    FFO is the P/E equivalent for REITs. I have used consensus for 2017, or my estimate in some cases where the stock is thinly covered.  They are remarkably cheap compared to the forward P/E on the S & P 500 currently estimated at around 18. This is mainly due to fears of rising interest rates and in some cases fear of changes down the line (e-commerce, legislation).

2)    Also the average REIT yields 3 times as much as the S and P 500. Canadian REITs are even cheaper than their US counterparts.

3)    I bought a ton of them in the first quarter of 2016 where they were trading in many cases with double digit yields. As far as possible I hold them inside an IRA so there is no Tax withheld.


4)   I wanted to add my percentages but the table was running too wide. WPC is my largest holding followed closely by NWH.UN.  

5) UAI is only non-REIT there, but it owns real estate, develops real estate and pays a big dividend, hence functions like a REIT. 

6)  Do your own due diligence, including suitability and tax implications. 

REIT
Country Listed
Type
Countries where Properties are situated
Price
2017 FFO
Price/FFO
Div
Yield
BTYLCF
US/UK (BLND)
Diversified
UK
7.70
0.48
16.04
0.38
4.90%
BPY
US/Canada (BPY.UN)
Super Grade A Retail Malls and Office
US, Germany, China, Brazil, Canada & Australia
22.40
1.40
16.00
1.18
5.27%
WPG
US
Retail Malls
US
9.30
1.70
5.47
1
10.75%
CBL
US
Retail Malls
US
11.25
2.30
4.89
1.06
9.42%
PEI
US
Retail Malls
US
16.04
1.70
9.44
1
6.23%
GNL
US
Single Tenant Triple Net
50% US, 50% Finland, Germany, Netherlands
24.57
2.40
10.24
2.16
8.79%
WPC
US
Single Tenant Triple Net
60% US, 40% rest of the world
62.00
5.35
11.59
3.99
6.44%
SRC
US
Single Tenant Triple Net
US
11.00
0.90
12.22
0.72
6.55%
OHI
US
Senior Nursing homes/Healthcare
US
32.30
3.13
10.32
2.46
7.62%
SNR
US
Senior Nursing homes/Healthcare
US
10.60
1.32
8.03
1.04
9.81%
VER
US
Diversified
US
9.00
0.78
11.54
0.55
6.11%
CCP
US
Senior Nursing homes/Healthcare
US
25.80
2.80
9.21
2.28
8.84%
CLNS
US
Diversified
US and UK
13.80
1.50
9.20
1.08
7.83%
UAI
UK
Property Developer and Diversified
UK
1.80
0.20
9.00
0.15
8.33%
RDI
UK
Diversified
UK and Germany
0.37
0.03
11.56
0.03
8.11%
INTU
UK
Retail Malls
UK
2.85
0.20
14.25
0.14
4.91%
DIC
Germany
Office
Germany
9.60
0.96
10.00
0.4
4.17%
CTY1S
Finland
Retail Malls
Norway, Denmark, Sweden & Finland
2.25
0.17
13.24
0.13
5.78%
NWH.UN
Canada
Hospitals and Medical Office Buildings
Germany, Canada, Australia, New Zealand, Brazil
10.20
1.00
10.20
0.8
7.84%
DRG
Canada
Office & Mixed Use
Germany and Austria
9.56
0.92
10.39
0.8
8.37%
HR.UN
Canada
Diversified
US and Canada
23.00
2.02
11.39
1.36
5.91%
AX.UN
Canada
Diversified
US and Canada
12.90
1.46
8.84
1.08
8.37%
D.UN
Canada
Office
Canada
19.10
2.10
9.10
1.5
7.85%
ED.UN
Canada
Industrial
Canada
1.85
0.21
8.81
0.16
8.65%
DIR.UN
Canada
Industrial
Canada
8.40
0.80
10.50
0.75
8.93%
INO.UN
Canada
Office
France and Germany
9.39
0.96
9.78
0.82
8.73%
ONR.UN
Canada
Retail Malls
Canada
3.70
0.42
8.81
0.3
8.11%
SOT.UN
Canada
Office
Canada
8.30
1.00
8.30
0.75
9.04%
SRT.U
Canada
Grocery anchored Malls
US
10.70
1.20
8.92
0.8
7.48%
NVU.UN
Canada
Residential
Canada
21.42
2.30
9.31
1.63
7.61%
MRT.UN
Canada
Retail Malls
Canada
15.40
1.30
11.85
0.96
6.23%
GRT.UN
Canada
Industrial
Austria and rest of Europe
46.00
3.46
13.29
2.6
5.65%
CUF.UN
Canada
Diversified
Canada
14.50
1.56
9.29
1.45
10.00%


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