Boardwalk Real Estate Investment Trust
OTC:BOWFF

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Boardwalk Real Estate Investment Trust Logo
Boardwalk Real Estate Investment Trust
OTC:BOWFF
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Price: 44.71 USD -0.13% Market Closed
Market Cap: $2.4B

Boardwalk Real Estate Investment Trust
Investor Relations

Boardwalk Real Estate Investment Trust is a Canadian apartment landlord. It owns and manages rental housing, mainly multi-family communities, and earns money from rent, parking, and other tenant charges. Its business is straightforward: buy or develop apartment properties, keep them leased, and collect recurring income from residents. Its main customers are people and families who rent homes, along with some corporate or institutional tenants in certain properties. Boardwalk makes money the same way most apartment REITs do, through long-term ownership of residential buildings rather than by selling homes. It also spends heavily on property upkeep, tenant service, and renovations that help keep buildings occupied and support rent growth over time. What makes Boardwalk different is its focus on residential real estate, which tends to be less cyclical than offices, retail, or industrial property. It sits in the middle of the housing market as a landlord that provides everyday rental housing, with value driven by location, tenant demand, and how well each community is maintained.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 29, 2026
AI Summary
Q2 2026

Revenue and NOI: Same property rental revenue and same property NOI both rose 1.7% year over year in Q2, showing steady operating performance in a more balanced rental market.

Occupancy: Occupancy stayed high at 97%, and management said July leasing volumes are strong with a goal of pushing occupancy closer to 97.5% to 98%.

Capital allocation: Boardwalk said its own units remain the best place to deploy capital right now, so the NCIB stayed the main use of cash, even as it continues selling noncore assets and recycling capital.

Desjardins JV: The new co-ownership with Desjardins was presented as an open-ended partnership that may expand over time, but management said future acquisitions still have to compete with the value of buying back Boardwalk units.

Guidance: The company reiterated 2026 guidance for same property NOI growth of 1% to 3.5% and FFO per unit of $4.60 to $4.80, saying results are tracking in line with expectations.

Balance sheet: Debt-to-EBITDA improved to 9.3x from about 10x in Q4 2025, while liquidity remained strong at just under $375 million at quarter-end.

Key Financials
Same property rental revenue
1.7%
Same property NOI
1.7%
Operating margin
67.6%
Occupancy
97%
Average occupied rent
$1,612
Canadian average rent comparison
$2,159
Rental revenue growth
flat
Rental expenses
1.9%
Interest coverage
2.97
Mortgage balance renewed or forward-locked
$457 million
Average renewal rate
3.78%
Average renewal term
approximately 6 years
2026 mortgages maturing
$815 million
Fair value of investment properties
$8.4 billion
Estimated fair value per apartment door
approximately $243,000
GRESB score
72
Sales completed or announced
$492 million
Net proceeds from sales
approximately $272 million
Reduced near-term capital spending
approximately $26 million
London portfolio sale price
$40 million
London portfolio exit cap rate
4.5%
NCIB investment year to date
$204 million
NCIB weighted average price
$65.51
Desjardins seed portfolio implied value
$292 million
Desjardins implied value per suite
approximately $446,000
Property management and administrative fee
4.25%
Yield improvement from co-ownership
approximately 25 basis points
Monthly distribution
$0.15 per Trust unit
Annualized distribution
$1.80 per Trust unit
Debt-to-EBITDA ratio
9.3x
Debt to assets
approximately 43%
Liquidity
just under $375 million
2026 same property NOI guidance
1% to 3.5%
2026 FFO per unit guidance
$4.60 to $4.80
CMHC 5-year rate
3.80%
CMHC 10-year rate
4.20%
Other Earnings Calls

Management

Mr. Sam Kolias
Chairman & CEO
No Bio Available
Mr. James Ha
President
No Bio Available
Mr. Bhavnesh Jaraim
Chief Information Officer & VP of Technology
No Bio Available
Ms. Samantha A. Kolias-Gunn
Senior VP of Corporate Development and Governance & Non-Independent Trustee
No Bio Available
Ms. Helen Mix
Vice President of People
No Bio Available
Mr. Gregg Tinling
Chief Financial Officer
No Bio Available
Ms. Leonora Heloise Davids
Senior Vice President of Operations
No Bio Available
Ms. Samantha Adams
Senior Vice President of Investments
No Bio Available
Sheila Odie
Senior Director of Sustainability & Operational Accounting
No Bio Available
Mr. John Eric Bowers C.F.A.
Vice President of Finance & Investor Relations
No Bio Available

Contacts

Address
ALBERTA
Calgary
200, 1501 - 1st Street S.W.
Contacts
+14035319255
www.bwalk.com