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Added to YB: 2024-02-07

Pitch date: 2024-02-07

RRR-UN.V [bullish]

R&R Real Estate Investment Trust

+12.7%

current return

Author Info

River Oaks Capital is an investment fund that invests in a concentrated number of small, underfollowed micro cap & small cap public companies. Sign up for the newsletter.

Company Info

R&R REIT is an open-ended real estate investment trust focused on increasing unitholder value through the acquisition and ownership of hotel properties located in the United States.

Market Cap

CAD 5.0M

Pitch Price

CAD 0.10

Price Target

0.33 (+200%)

Dividend

N/A

EV/EBITDA

5.86

P/E

-0.39

EV/Sales

1.50

Sector

Hotel and Resort REITs

Category

value

Show full summary:
River Oaks Capital holding: R&R REIT ($RRR.UN)

$RRR-UN.V: Billio. Mangalji owns 93% of $25M mkt cap REIT w/ 17 budget US hotels. Illiquid +volatile, allowing buys <$0.13 (65% discount to Mangalji's $0.20 entry). 2019 appraisal: $0.33. 16+ cap rate, 17+% FCFE yield. Plan: add distressed hotels. Fair: $0.25-$0.33+ depending on M&A.

Read full article (2 min)