PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Boardwalk Real Estate Investment Trust (BEI-UN.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CA0966311064

Sector

Real Estate

Highlights

Market Cap

CA$3.50B

EPS (TTM)

CA$14.33

PE Ratio

4.53

Total Revenue (TTM)

CA$447.73M

Gross Profit (TTM)

CA$280.74M

EBITDA (TTM)

CA$246.59M

Year Range

CA$59.53 - CA$91.03

Target Price

CA$83.15

Short %

2.31%

Short Ratio

1.36

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BEI-UN.TO vs. GRT-UN.TO BEI-UN.TO vs. CAR-UN.TO BEI-UN.TO vs. KMP-UN.TO BEI-UN.TO vs. XIU.TO BEI-UN.TO vs. XRE.TO BEI-UN.TO vs. VFV.TO
Popular comparisons:
BEI-UN.TO vs. GRT-UN.TO BEI-UN.TO vs. CAR-UN.TO BEI-UN.TO vs. KMP-UN.TO BEI-UN.TO vs. XIU.TO BEI-UN.TO vs. XRE.TO BEI-UN.TO vs. VFV.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Boardwalk Real Estate Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-13.33%
19.17%
BEI-UN.TO (Boardwalk Real Estate Investment Trust)
Benchmark (^GSPC)

Returns By Period

Boardwalk Real Estate Investment Trust had a return of 1.28% year-to-date (YTD) and -6.67% in the last 12 months. Over the past 10 years, Boardwalk Real Estate Investment Trust had an annualized return of 6.52%, while the S&P 500 had an annualized return of 11.54%, indicating that Boardwalk Real Estate Investment Trust did not perform as well as the benchmark.


BEI-UN.TO

YTD

1.28%

1M

2.93%

6M

-16.72%

1Y

-6.67%

5Y*

9.86%

10Y*

6.52%

^GSPC (Benchmark)

YTD

3.43%

1M

2.95%

6M

14.37%

1Y

21.79%

5Y*

12.87%

10Y*

11.54%

*Annualized

Monthly Returns

The table below presents the monthly returns of BEI-UN.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.30%1.28%
2024-2.02%9.07%2.86%-9.08%-0.53%0.33%10.84%10.80%-0.60%-15.46%-1.08%-9.84%-8.22%
202313.92%5.16%-6.42%5.37%4.38%3.06%5.50%4.52%-2.13%-2.92%3.28%6.98%47.08%
20222.18%1.07%4.31%-3.96%-10.86%-16.33%16.84%-0.92%-4.03%4.99%2.99%-0.64%-7.90%
20213.14%6.64%-0.67%1.46%6.45%5.73%12.20%3.49%0.80%13.29%-0.03%3.22%70.72%
20203.20%-3.20%-49.27%16.85%10.49%2.41%3.70%-0.68%-8.63%-1.76%29.99%-2.04%-21.11%
20196.62%3.05%-0.50%-4.18%5.06%-1.61%5.86%5.67%0.92%-1.23%11.52%-4.99%27.93%
20183.70%2.79%-2.43%4.58%3.39%-3.44%0.60%8.70%1.60%-1.94%-14.97%-8.43%-7.89%
2017-2.16%-4.88%7.00%-1.51%5.02%0.01%1.42%-14.67%-4.86%5.83%2.27%7.99%-0.85%
2016-6.35%13.35%5.48%4.48%-0.32%9.20%-1.83%-9.42%3.54%-4.11%-8.53%10.04%13.17%
20150.27%-2.78%0.12%3.70%-3.42%-2.26%2.31%-4.59%1.23%-1.33%-11.04%0.86%-16.42%
2014-1.65%2.42%2.49%2.49%4.56%2.20%0.02%6.68%0.61%4.18%-7.55%-1.39%15.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BEI-UN.TO is 33, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BEI-UN.TO is 3333
Overall Rank
The Sharpe Ratio Rank of BEI-UN.TO is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of BEI-UN.TO is 2525
Sortino Ratio Rank
The Omega Ratio Rank of BEI-UN.TO is 2525
Omega Ratio Rank
The Calmar Ratio Rank of BEI-UN.TO is 4242
Calmar Ratio Rank
The Martin Ratio Rank of BEI-UN.TO is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Boardwalk Real Estate Investment Trust (BEI-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BEI-UN.TO, currently valued at -0.28, compared to the broader market-2.000.002.004.00-0.281.80
The chart of Sortino ratio for BEI-UN.TO, currently valued at -0.25, compared to the broader market-4.00-2.000.002.004.00-0.252.42
The chart of Omega ratio for BEI-UN.TO, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.33
The chart of Calmar ratio for BEI-UN.TO, currently valued at -0.06, compared to the broader market0.002.004.006.00-0.062.72
The chart of Martin ratio for BEI-UN.TO, currently valued at -0.35, compared to the broader market-10.000.0010.0020.0030.00-0.3511.10
BEI-UN.TO
^GSPC

The current Boardwalk Real Estate Investment Trust Sharpe ratio is -0.28. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Boardwalk Real Estate Investment Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
-0.28
2.46
BEI-UN.TO (Boardwalk Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Boardwalk Real Estate Investment Trust provided a 2.19% dividend yield over the last twelve months, with an annual payout of CA$1.42 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%CA$0.00CA$2.00CA$4.00CA$6.00CA$8.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendCA$1.42CA$1.40CA$1.17CA$1.07CA$2.09CA$2.19CA$2.19CA$2.19CA$4.92CA$4.88CA$4.46CA$7.14

Dividend yield

2.19%2.18%1.64%2.16%3.81%6.49%4.76%5.79%11.42%10.03%9.40%11.60%

Monthly Dividends

The table displays the monthly dividend distributions for Boardwalk Real Estate Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025CA$0.12CA$0.00CA$0.12
2024CA$0.10CA$0.10CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.40
2023CA$0.09CA$0.09CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$1.17
2022CA$0.08CA$0.08CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$1.07
2021CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.08CA$2.09
2020CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$2.19
2019CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$2.19
2018CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$2.19
2017CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$4.92
2016CA$0.37CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$0.41CA$4.88
2015CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$4.46
2014CA$0.36CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$0.37CA$3.06CA$7.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.2%
Boardwalk Real Estate Investment Trust has a dividend yield of 2.19%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%9.4%
Boardwalk Real Estate Investment Trust has a payout ratio of 9.42%, which is below the market average. This means Boardwalk Real Estate Investment Trust returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-99.87%
-1.09%
BEI-UN.TO (Boardwalk Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Boardwalk Real Estate Investment Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Boardwalk Real Estate Investment Trust was 100.00%, occurring on Apr 8, 1996. The portfolio has not yet recovered.

The current Boardwalk Real Estate Investment Trust drawdown is 99.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-100%Apr 3, 19964Apr 8, 1996

Volatility

Volatility Chart

The current Boardwalk Real Estate Investment Trust volatility is 6.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
6.30%
4.08%
BEI-UN.TO (Boardwalk Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Boardwalk Real Estate Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Boardwalk Real Estate Investment Trust compared to its peers in the REIT - Residential industry.


PE Ratio
50.0100.0150.04.5
The chart displays the price to earnings (P/E) ratio for BEI-UN.TO in comparison to other companies of the REIT - Residential industry. Currently, BEI-UN.TO has a PE value of 4.5. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
0.0200.0400.0600.0800.00.0
The chart displays the price to earnings to growth (PEG) ratio for BEI-UN.TO in comparison to other companies of the REIT - Residential industry. Currently, BEI-UN.TO has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Boardwalk Real Estate Investment Trust.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab