Artis REIT stock downgraded by Scotiabank amid merger announcement

Published 16/09/2025, 08:08
Artis REIT stock downgraded by Scotiabank amid merger announcement

Investing.com - Scotiabank downgraded Artis REIT (TSX:AX-U) (OTC:ARESF) from Sector Perform to Sector Underperform with a price target of C$7.50 following the announcement of a merger agreement with RFA Capital.

Artis REIT and RFA Capital, a private company led by Artis Chairperson Mr. Rodney, have agreed to merge and form RFA Financial through a share exchange. Under the agreement, Artis unitholders will own 68% of the combined entity upon closing, which is expected in the first quarter of 2026.

The newly formed RFA Financial, a private licensed bank, plans to offer a $0.44 per share dividend, approximately 25% lower than Artis REIT’s current $0.60 dividend. According to RFA’s presentation, this represents a 5.8% yield compared to the peer average of 3.6%, but falls below Artis REIT’s current yield of approximately 8%.

Scotiabank noted that the proposed transaction comes after a Strategic Review that began in August 2023, suggesting limited conventional options were available to Artis REIT at this stage.

The bank recommended that Artis unitholders seeking diversified REIT exposure consider H&R REIT instead, while highlighting other opportunities within their coverage including Allied Properties, Brookfield Asset Management, Brookfield Corporation, Crombie REIT, and Killam Apartment REIT.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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