True North Commercial REIT: Are We Going The Way Of Inovalis?

Summary

  • True North has delivered one of the best office REIT returns.
  • The dividend yield is a hefty 9.4%.
  • The immediate payout ratio looks good but that is not what you should focus on.
  • I do much more than just articles at Conservative Income Portfolio: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Toronto City with Vivid Reflection

febriyanta/iStock via Getty Images

True North Commercial REIT (TSX:TNT.UN:CA) owns office properties in urban locations across Canada.

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True North

While it has a presence in both the east and the west, majority of its properties are in Ontario.

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True North

True North REIT top 20 tenants

True North Q2 MD&A

True North REIT new lease deals

True North Q2 MD&A

True North REIT lease rollover .

Q2-2022 MD&A

True North REIT total return price
Data by YCharts

True North Commercial REIT dividend yield
Data by YCharts

True North Commercial REIT quarterly financials

Q2-2022 MD&A

True North Commercial REIT debt

Q2-2022 MD&A

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Trapping Value

Inovalis REIT price
Data by YCharts

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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