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Briefings
Market commentary, signal briefs, and deal dossiers for Canadian REIT investors.
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Market commentary, signal briefs, and deal dossiers for Canadian REIT investors.
New REIT Stack briefings when they publish. No promotion. Unsubscribe anytime.
Rent performance split cleanly by tier this quarter. Cushman & Wakefield's downtown Class A quoted net rent reached $43.20 psf — the first sustained growth since the series flatlined in mid-2020 — wh…
On June 15, Allied Properties named Craig MacIntyre its new CFO, effective July 29 — capping a leadership overhaul that began when founder Michael Emory departed in May.
Morguard REIT trades at roughly a 45% discount to NAV with 62% insider ownership, while a November 2025 CEO transition and a fresh buyback signal the units look too cheap.
Dream Office REIT's downtown Toronto occupancy climbed 240 bps to 89.8% in Q1, a recovery that drew a CIBC upgrade and keeps activist Artis REIT circling its units.
Allied Properties paired a $500 million equity offering with a 60% distribution cut to pay down debt ahead of a $600 million debenture maturity and reach mid-11x leverage.
Clarke Inc agreed on March 27 to acquire Ravelin Properties (the rebranded Slate Office REIT) in an all-stock deal valued at ~C$1.1B — a distressed end to a long unwind.