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Added to YB: 2026-01-12

Pitch date: 2026-01-02

MI-UN.TO [neutral]

Minto Apartment Real Estate Investment Trust

+4.14%

current return

Author Info

Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.

Company Info

Minto Apartment Real Estate Investment Trust, an open-ended real estate investment trust, owns and operates a portfolio of income-producing multi-residential rental properties located in Canada.

Market Cap

CAD 639.2M

Pitch Price

CAD 16.90

Price Target

18.00 (+3%)

Dividend

3.07%

EV/EBITDA

N/A

P/E

8.47

EV/Sales

14.07

Sector

Residential REITs

Category

special_situation

Show full summary:
REIT book to start the year: Minto Apartment Real Estate Investment Trust

MI-UN.TO (holding update): Trading at 40% NAV discount with 6% implied cap vs 4-4.25% market cap rates. CEO hints at inbound calls for assets at full NAV. Peer Inter Rent was privatized at premium. Potential privatization by 2026 targeting 20-30% returns, or get paid 4% yield + buybacks while waiting.

Read full article (1 min)