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  5. BEI.UN: Why has boardwalks unit price cratered over the past month or two especially considering sizeable interest rate moves lower (even at or anbove expectations). [Boardwalk Real Estate Investment Trust]
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Q: Why has boardwalks unit price cratered over the past month or two especially considering sizeable interest rate moves lower (even at or anbove expectations). I know boardwalk trades at a premium to the group but I thought this was due to outperformance and lack of rent controls. Just wondering if this is now a good opportunity to add again? I own relatively large positions in Boardwalk and especially Killam in the sector. I don’t own any real estate myself so I have used these as a proxy. Thanks!?
Asked by Scott on October 28, 2024
5i Research Answer:

BEI.UN is still considered an 'oil sensitive' REIT because of its Alberta focus. The energy sector has been quite weak, and this is likely a big reason for its drop from $91/unit. But it is still up 8% YTD and 22% over one year. The last quarter was fine, but its relatively low yield of 1.87% and its higher valuation can limit investor interest at times. We would be OK buying for income and growth.