Author Topic: REIT valuations  (Read 7976 times)

woltac

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Re: REIT valuations
« Reply #10 on: April 06, 2014, 01:26:24 PM »
This article agrees with your assessment and identifies suggestions:

http://www.moneyshow.com/investing/article/1/GURU-33249/Canadian-REITs:-Super-Buys/


woltac

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Re: REIT valuations
« Reply #11 on: April 06, 2014, 01:31:06 PM »
"From a tax standpoint, we note the Canadian government withholds 15% of the dividends that these REITs pay to US investors, though you can recover this amount by filing a Form 1116 at tax time. Investors who hold these stocks in an IRA or other tax-advantaged account will not be able to recoup this withholding."

Is there any way around the withholding for IRA accounts?  Does this apply to all Canadian dividends or is it limited to REITs?

manuelbean

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Re: REIT valuations
« Reply #12 on: December 02, 2020, 01:42:12 PM »
The two key metrics you may to check out are yield and P/FFO.  As these firms do not have to pay taxes they should have a value advantage over tax paying firms.  On whole they are in my opinion fully valued.  One exception is FUR who has bough properies via defaulted debt.

Packer

Hi Packer, when you say "yield", you're referring to Dividend yield, right? Because you could be talking about the yield at which the company/REIT is acquiring its buildings. One thing is the dividend yield, the other is the actual building yield (rent/total cost of the building). Is this correct?