CIBC analyst Dean Wilkinson detailed the main takeaways from the firm’s annual real estate conference,
“The interest rate environment remains the ultimate question mark, and while that is almost globally accepted at this point, we point out that on an individual REIT basis, operating fundamentals remain rather strong. Multi-family residential remains top of class; however, spreads are beginning to catch up as current rental rates are brought to those of the market.
Mr. Wilkinson has “outperformer” ratings on BSR REIT, Chartwell Retirement Residences, Minto Apartment REIT, European Residential REIT, Smartcentres REIT, Killam Apartment REIT, Morguard North American Residential REIT, Dream Residential REIT, RioCan REIT, Brookfield Corp. and First Capital REIT.
“Zeitgeist: Canada jacking up capital gains tax rates from 50% to 67%...
“Cybersecurity remains a relative bright spot and is likely to outperform, in Hamza’s view, as rising threats, regulatory requirements and board-level engagement drive more durable demand in a tight spending environment. Hamza is incrementally bullish on PANW given the recent positive checks, derisked guide, and attractive valuation at 23X EV/CY25 FCF. CRWD is also one of Hamza’s most preferred names given the improving win rates, broader platform traction, and best-in-class profitability.
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