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  5. DIR.UN: Appreciated your recent report on DIR. [Dream Industrial Real Estate Investment Trust]

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Q: Appreciated your recent report on DIR. I am a long-term holder, and always thinking of adding more. It does seem to have been a bit challenged in the last year or two, and wondering how that compares to its' peers in industrial warehousing? Your report lists the peers as Prologis, yes, but also StorageVault (which I thought was primarily personal storage units) and Riocan, which is primary retail. What am I missing? Aren't there other industrial warehousing companies you can use for a more accurate comparison?
Thank-you
Asked by grant on November 17, 2025
5i Research Answer:
Nexus (NXR.U) and Granite (GRT.U) would be two other companies to consider. Performance has been...
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