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5i Report
Rating
B
Review of StorageVault Canada Inc.
AUG 22, 2024 - SVI operates in the storage solutions real estate market, one of the best-performing real estate asset classes, with a long runway for growth and consolidation. The economics of the storage business are highly attractive, with a highly cash-generative model and limited capital requirement to maintain the assets. We think SVI is a highly attractive, unique real estate compounder, run by management with a decent track record of value creation. Rating initiated at “B”.
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StorageVault Canada Inc. (SVI)
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Q: Noticed your Report on Real Matters and liked the looks of basing pattern on the Chart.
I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?
Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.
Thx in advance.
I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?
Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.
Thx in advance.
Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!
Q: Could provide any insight into why SVI has dropped hard in the last six weeks, down approximately 24%. Is this a buying opportunity or a falling knife?
Thank you, Mike
Thank you, Mike
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