With a more dovish interest rate environment on the horizon, we're talking about Canadian real estate stocks that could be poised for a rebound. This week, we analyze two underrated REITs with strong fundamentals and potential upside.
Jon Brown looks at Canadian Apartment Properties REIT (TSX: CAR.UN), one of Canada's largest residential landlords. He explores how its strategic acquisitions in unregulated markets and a stock price trading below fair value create a compelling opportunity for both growth and income. Then, Trevor Abes dives into BTB REIT (TSX: BTB.UN), a diversified commercial REIT whose market capitalization is trading at a significant discount to its property values, creating a potential 40%+ margin of safety for value investors.
This Episode's Picks:
Canadian Apartment Properties REIT (TSX: CAR.UN): A large-cap residential REIT with a stable monthly dividend, a strategic focus on high-demand markets, and a stock price that analysts believe is trading 20% below fair value.
BTB REIT (TSX: BTB.UN): A diversified commercial REIT (industrial, office, retail) with a proven track record of profitability and a deep value proposition, trading at a significant discount to its net asset value.
Topics Discussed:
- Investing in Canadian Real Estate Investment Trusts (REITs).
- The impact of Bank of Canada interest rate cuts on the real estate market.
- Comparing residential vs. commercial REITs.
- How to identify undervalued REITs and margins of safety.
- The importance of monthly distributions for income investors.
Further Reading & Resources:
- Rate cut opportunity: Why you should eye real estate, small-caps, and key sectors
- CAPREIT reports second quarter 2025 results
- A Canadian real estate stock with a margin of safety
- BTB announces resilient Q2 operational results with growth in the rental renewal spread, reaching 4.8%
- This week’s picks: TSX:CAR.UN | TSX:BTB.UN
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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.
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