RioCan Real Estate Investment Trust — Cyborg Score 7/10

Solid
REIT—Retail

Strategic Profile

RioCan owns, manages and develops retail-focused, increasingly mixed-use properties located in prime, high-density transit-oriented areas where Canadians want to shop, live and work. As at September 30, 2025, its portfolio is comprised of 173 properties with an aggregate net leasable area of approximately 32 million square feet.

Cyborg Score Rationale

RioCan posted strong Q3 2025 results with 98.4% retail occupancy and 44.1% new leasing spreads. Strong operational metrics and consistent dividend payments demonstrate resilience, though valuation pressures in real estate markets present headwinds.

Top Insights

  • 2024 revenue was 1.34 billion CAD, an increase of 13.79% compared to the previous year
  • RioCan maintains a CAD 0.0965/share monthly dividend
  • Tenants consist of grocery stores, supermarkets, restaurants, cinemas, pharmacies, and corporates
  • Majority of properties are located in Ontario, Canada

Named Competitors

  • SmartCentres Real Estate Investment Trust — Canadian retail REIT with 4.735B CAD market cap
  • Choice Properties Real Estate Investment Trust — Canadian retail REIT with 11.48B CAD market cap
  • First Capital Real Estate Investment Trust — Canadian retail REIT with 4.544B CAD market cap

Recent Developments

  • (February 2026) Reported Q4 2025 earnings with C$0.43 EPS
  • (November 2025) Held 2025 Investor Day to share strategic priorities
  • (September 2025) Achieved 98.4% retail occupancy with 44.1% new leasing spreads

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