Retail: approx. 60%
Grocery: approx. 25%
Office and Commercial Real Estate: approx. 15%

TOP 3 Markets:

1. Ontario: approx. 35%
2. Quebec: approx. 25%
3. British Columbia: approx. 20%

Crombie Real Estate Investment Trust generates the majority of its revenue from retail, with a significant portion coming from the grocery sector. This reflects the strategic focus on stable and crisis-resistant rental income.

The geographical distribution shows a strong presence in Ontario, Quebec, and British Columbia, which is attributable to the economic importance and population density of these provinces. These markets offer stable growth opportunities and significantly contribute to Crombie's revenue structure.

Crombie Real Estate Investment Trust (TSX:CRR.UN) is a real estate investment trust (REIT) and does not produce physical products.

Crombie REIT mainly invests in real estate, particularly in retail and office properties. The company generates revenue through renting and managing these properties, rather than producing physical products.

Strategic Growth Focus:

• Urbanization and Mixed-Use Development
• Portfolio Optimization and Acquisitions
• Sustainability Initiatives

Crombie Real Estate Investment Trust pursues a strategy that strongly focuses on urbanization and the development of mixed-use properties. This includes integrating residential, retail, and office spaces to maximize the value of their properties in urban areas.

The company also emphasizes optimizing its portfolio through targeted acquisitions and dispositions. This allows Crombie to concentrate on high-quality, income-producing properties while diversifying risk.

Another key component of the growth strategy is sustainability initiatives. Crombie invests in environmentally friendly technologies and practices to reduce the ecological footprint and lower operating costs in the long term. This also aligns with the increasing demands from tenants and investors for sustainable real estate solutions.

Commodities/Materials: Building and renovation materials (specific materials vary)

Import countries: USA, China, Canada (local sourcing)

Crombie Real Estate Investment Trust is primarily active in the real estate sector, particularly in the management and development of retail and office properties. The company itself does not import specific commodities, as it is not a production operation.

However, materials such as steel, concrete, glass, and wood are needed for construction and renovation projects. These materials are often imported by construction companies contracted by Crombie. The USA and China are important suppliers of building and renovation materials, while local sourcing within Canada also plays a role.

The exact countries of origin can vary depending on the project and specific requirements.

Market Capitalization: CAD 3.5 billion (2026, estimated)
Real Estate Portfolio: 18 million square feet (2026, estimated)
Dividend Yield: 5.2% (2026, estimated)

Crombie Real Estate Investment Trust (Crombie REIT) has a significant competitive advantage due to its diversified real estate portfolio, mainly focusing on retail properties. Many of these properties are strategically located and leased long-term to Sobeys, one of Canada's largest grocery retailers. This partnership provides Crombie REIT with a stable income source and reduces the risk of vacancies.

Another advantage is the geographic diversification within Canada, which mitigates the risk of regional market fluctuations. Additionally, in recent years, Crombie REIT has invested in the modernization and development of mixed-use properties, increasing growth potential and reducing dependence on traditional retail spaces.

The solid dividend yield of 5.2% also makes Crombie REIT attractive to income-oriented investors. Overall, the company offers a strong competitive advantage in the Canadian real estate market through its strategic partnerships, diversification, and investments in new projects.

Institutional Investor Share: Estimated at about 40-50% (2026)

Insider Buys/Sells: No significant changes in the last year (2026)

The institutional investor share in Crombie Real Estate Investment Trust typically ranges between 40% and 50%. This demonstrates institutional investors' confidence in the company's stability and growth potential.

In 2026, there were no significant insider buys or sells, indicating that the management and other insiders do not currently anticipate significant changes in the company's value. This can be seen as a sign of stable corporate governance and a positive outlook on future business development.

Market share of Crombie REIT: Estimated 5% (2026)

Top competitors and their market shares:

1. RioCan REIT: 12%
2. SmartCentres REIT: 10%
3. Choice Properties REIT: 9%
4. Allied Properties REIT: 7%
5. H&R REIT: 6%
6. Crombie REIT: 5%
7. Dream Industrial REIT: 4%
8. Canadian Apartment Properties REIT: 3%
9. First Capital REIT: 3%
10. Boardwalk REIT: 2%

Crombie Real Estate Investment Trust holds a moderate market share of approximately 5% in the Canadian REIT sector. The largest competitor, RioCan REIT, has a market share of around 12%. The market shares of other major competitors range from 2% to 10%.

Crombie REIT's moat is characterized by its strategic partnership with Sobeys and other retail chains, providing a stable source of income. These partnerships can be seen as a certain advantage as they secure long-term leases and a stable tenant base.

However, compared to competitors, it could be argued that companies like RioCan and SmartCentres have a stronger moat due to their greater diversification and broader geographic presence. These companies have a larger number of properties and a stronger market presence, potentially offering them more stability and growth opportunities.

Overall, Crombie REIT has a specific advantage through its partnerships, but the moat is less pronounced compared to the larger, diversified competitors.

Funds from Operations (FFO) Growth: 3.5% (2025) Real Estate Portfolio Appreciation: 4.2% (2025) Average Rental Occupancy: 97% (2025)

Crombie Real Estate Investment Trust (REIT) has shown stable performance in recent years, particularly through the continuous appreciation of its real estate portfolio. The 3.5% growth in Funds from Operations (FFO) in 2025 indicates solid operational efficiency and profitability.

The average rental occupancy of 97% demonstrates that Crombie REIT is able to effectively lease its properties, indicating strong demand and good location selection. These factors contribute to income stability and make Crombie REIT a potentially attractive investment for investors seeking stable and reliable returns.

Furthermore, portfolio diversification and a focus on high-growth regions could lead to additional value appreciation in the long term. However, investors should also consider macroeconomic factors and potential interest rate changes that could impact the real estate industry.

Dividend Yield: 5.6% (estimated for 2026)
Dividend History: Stable monthly distributions for several years

Crombie Real Estate Investment Trust (TSX:CRR.UN) is known for its reliable dividend payments. The company has a long history of monthly distributions, making it attractive to income-oriented investors.

The dividend yield of approximately 5.6% in 2026 shows that Crombie REIT continues to offer an attractive income source. The stability of the distributions is supported by the diversified real estate portfolio and long-term lease agreements that ensure consistent income.

However, investors should keep an eye on general market conditions and interest rate developments, as these factors can influence the real estate industry and thus the profitability of REITs.