Yield And Growth - Canadian Net Real Estate Investment Trust Delivers Both, And More
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Nelson Smith1.02K FollowersFollow5ShareSavePlay(13min)CommentsSummaryCanadian Net Real Estate Investment Trust offers a compelling mix of growth, value, and yield, underpinned by its triple-net lease model.NET.UN:CA's portfolio boasts 100% occupancy, national tenants, and a strong acquisition-driven FFO growth track record since its 2012 IPO.Shares trade at a steep discount to peers, with 2025/2026 FFO multiples of 8.5x/8.0x and a 6.3% yield on a low 53% payout ratio.I rate the stock a buy for its efficient growth, attractive valuation, robust dividend, and significant insider ownership, despite moderate leverage risk.LordRunar/E+ via Getty Images Canadian Net Real Estate Investment Trust (NET.UN:CA) (Canadian Net REIT) offers an attractive combination of growth, value, and yield for dividend investors. I continue to think shares are undervalued. Here's why. Canadian Net REIT reports inThis article was written byNelson Smith1.02K FollowersFollowNelson helps investors choose excellent dividend stocks, grow their passive income, and ultimately retire richer. He exited the corporate world in 2022 and has lived on his dividend income ever since.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NET.UN:CA, PLZ.UN:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.