Ivey Publishing

Product Details

UR Investing: The H&R REIT Decision
Product Number:
9B16N064
Publication Date:
11/18/2016
Revised Date:
11/18/2016
Length:
8 pages (4 pages of text)
Product Type:
Case (Pub Mat)
Source:
Ivey/Hill
In April 2014, a research analyst for UR Investing, an investment group from the University of Regina, in Saskatchewan, Canada, was contemplating the decision of investing in a real estate investment trust (REIT). The decision had strategic implications because it would affect the risk profile of the student-managed fund. The analyst was given the task of evaluating the H&R REIT in particular and estimating a target price for H&R’s units. He had to carefully weigh the benefits in terms of returns generated against the risk of taking a position in the REIT. He had to analyze the strategic value of investing in REITs and decide whether to recommend that UR Investing should buy H&R units.
Learning Objective:
This case can be taught in an MBA program in any of the following courses: investment analysis, portfolio management, alternative investments, and valuation. After completion of this case, students will be able to:
  • understand real estate investment trusts;
  • evaluate an investment opportunity in terms of risks and returns; and
  • perform asset valuation with a focus on REITs.
    Issues:
    Disciplines:
    Finance
    Industries:
    Finance and Insurance
    Setting:
    Canada, Small, 2014
    Intended Audience:
    Undergraduate/MBA
    Price:
    $5.30 CAD / $5.00 USD Printed Copy
    $4.50 CAD / $4.25 USD Permissions
    $4.50 CAD / $4.25 USD Digital Download
    You Might Also Like...

    Save In: