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Opinions Michelle Wearing
Dream Impact TrustMPCT.UN.TOBUYAug 10, 2020
Michelle WearingOwned
$4.48
Stock price when the opinion was issued
$1.59
As of Jun 19, 2026. Market Open.
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DON'T BUY
A small-cap company, not focussed on real estate, managed by Dream Unlimited. Focused on renewable energy and have an interest in the office buildings owned by Dream Office REIT. DRA has a growing land base in the GTA for condo sites. It's trading at a discount to NAV. They've traded a substantial issuer bid to close that gap. Doesn't know where this goes from here, and doesn't think this has grown that the parent company wanted it to.
BUY
Smaller cap, alternative mix. Trades at significant discount to NAV. Lots of opportunity. Buying back shares. Great opportunity, solid yield.
Michelle WearingOwned
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PAST TOP PICK
(A Top Pick Oct 30/15. Down 6.53%.) Very stable, cash generating assets, and trading at a depressed valuation. Dividend yield of about 7%. Trading at a 40% discount to NAV. Still likes this.
Steve DiGregorioOwned
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TOP PICK
He likes this because it has a big discount to NAV. The NAV on this is a little above $9.50 and it is trading at $5.80, that is about a 50% return to NAV. He doesn’t think it will get to 50%, but he could see a 15%-20% discount to NAV. That is a healthy return. Dividend yield of 6.92%.
Steve DiGregorioOwned
0
It's managed by Dream Unlimited. They own a lot of condos and mixed-use properties in Toronto. It trades far below NAV and pays nearly an 8% dividend which is safe. It's incredibly cheap now compared to the quality of the assets. Management keeps buying back a lot of shares in the open market. If things don't work out, they could privatize this REIT. But she's confident about it.