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.
Plaza Retail REIT runs an open-air portfolio roughly 91% anchored by national tenants across 8.8 million square feet, holding its monthly distribution flat under a conservative payout policy.
Granite REIT renewed its normal course issuer bid as the units pushed to a fresh high, capping a year up roughly 40% on the strength of a 98%-occupied logistics book.
Morguard North American Residential REIT posted a steady Q1 across its $4.6 billion book, with a payout still running above 2024 levels and occupancy near full.
CT REIT raised its monthly distribution 3.5% and completed a $300 million Series K debenture at 4.357%, capping a strong first quarter with occupancy at 99.4%.
Crombie REIT raised its monthly distribution alongside strong Q1 results, and its units have climbed to fresh 12-month highs — up about 10.4% so far in 2026.
Chartwell raised its monthly distribution to $0.052 a unit after a strong quarter: same-property NOI rose 15.6% and revenue 24.4%, with seniors-housing occupancy back above 90%.
Canadian Net REIT — the country's only triple-net, management-free REIT — lifts its annual distribution to $0.36 per unit, a 3.0% increase effective July 2026, alongside steady Q1 results.