REIT Stack
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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.
RioCan posted record blended leasing spreads of 25.8% and 4.7% commercial same-property NOI growth in Q1 2026, reaffirming full-year guidance while advancing roughly 1.3 to 1.4 billion in asset dispositions.
Canada's only enclosed shopping-centre REIT posted a steady Q1 and reaffirmed full-year guidance, and its units have climbed roughly 24% so far in 2026 to fresh strength.
Northview Residential's Q1 FFO per unit rose 2.2% as interest savings from debt optimization offset seasonal cost pressures, while units still trade at a steep discount to estimated value.
BSR REIT posted Q1 funds from operations up 29% sequentially and lifted tenant retention to 59.8%, even as an oversupplied Sunbelt apartment market kept pressure on rents.
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.
Automotive Properties REIT posted its highest quarterly AFFO per unit on record in the first quarter of 2026, with AFFO growth of 19.1% lifted by last year's acquisition wave.