Canadian REIT Valuations - Quick February 2025 Update Before Earnings
Nervous and volatile markets create more risk and more opportunities so I want to share a quick look at the latest valuations, ytd returns, and insider activity.
Canadian REITs have delivered a +0.2% ytd total return (XRE to 2/7/25) and offer reasons for optimism:
The yield premium of cap rates over 10-year bond yields is near the middle of its historical…