REIT Stack
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.
Boardwalk trades at 0.63x its Real-Estate NAV — the deepest high-confidence discount in the Canadian REIT universe — while running the lowest payout we screened (42% of AFFO) and buying back units at that discount.
Boardwalk REIT grew first-quarter net operating income 10% year-over-year, yet the units have drifted modestly lower in 2026, putting a steady operator back in value territory.