Related Articles
REIT merger may signal new era of consolidation
Two of Canada's largest apartment landlords are merging in a cash-and-units deal worth more than $500-million that could be the first sign of consolidation in the booming market for real estate investment trusts... (The Globe and Mail - 3/31/2004)
Looking for the best return
Brokerages and economists from Howe Street to Bay Street are howling mad about proposed changes to the investment rules for income trusts outlined in Ottawa's March 23 budget... (The Globe and Mail - 3/30/2004)
Petrofund grabs Ultima in deal of energy trusts
Petrofund Energy Trust has struck a $450-million deal to buy Ultima Energy Trust... (The Globe and Mail - 3/30/2004)
Why feds clamped down on income trusts
An otherwise innocuous and boring federal budget contained a bombshell for the income trust market... (The Globe and Mail - 3/29/2004)
Trust acts to meet ownership limits
Pengrowth Energy Trust is creating a "Canadian only" class of units, a novel attempt to stay onside Ottawa's new foreign ownership limits... (The Globe and Mail - 3/27/2004)
Buy trusts for income, not gains
You can still trust in income trusts at this late date, but keep them on a short leash... (The Globe and Mail - 3/27/2004)
Fund says trust rules devastating
One of Canada's largest pension funds says Ottawa's changes to income trust rules will have a devastating effect on its ability to invest in private equity deals... (The Globe and Mail - 3/26/2004)
Teachers slam trust cap plan
Ontario Teachers Pension Plan Board, Canada's second largest pension fund manager, took aim at Ottawa's proposed cap on pension funds' income trust investments... (The Globe and Mail - 3/25/2004)
5 trusts hit by worry over ownership rules
Concerns over foreign-ownership levels pushed five interlisted oil and gas trusts down yesterday, after Tuesday's federal budget unveiled proposed rule changes... (The Globe and Mail - 3/25/2004)
Low interest rates will keep trusts resting comfortably
Keep your eyes on interest rates if you want to know where income trusts are headed in the next while... (The Globe and Mail - 3/25/2004)
Tax links seen spurring Goodale to fix trust issue
Finance Minister Ralph Goodale felt he had to move quickly to bring income trusts under control because Finance Department officials warned him... (The Globe and Mail - 3/25/2004)
Pension funds slam budget's trust cap
Pension and brokerage industry officials blasted Ottawa yesterday over a provision in the federal budget to limit the amount that Canada's pension funds can invest in income trusts... (The Globe and Mail - 3/24/2004)
Ottawa's trust moves are slick and subtle
Income trusts have been saved from the taxman's clutches, but at a subtle price that investors will pay without even knowing it... (The Globe and Mail - 3/24/2004)
Income trusts put on a short leash
The biggest stock market success of the decade - income trusts - has scared the feds... (The Globe and Mail - 3/24/2004)
Ottawa caps pension funds' trust holdings
No change in tax treatment for income trusts; economy seen growing 2.7% in 2004 and 3.3% in 2005... (The Globe and Mail - 3/23/2004)
Income trusts: No change in tax treatment
No change in tax regime for trusts, though pension funds access to trusts now limited... (The Globe and Mail - 3/23/2004)
Income Trusts - A Betty Way To Produce Fixed Income
Every portfolio should contain a portion of fixed income securities. Although they are not the best performing asset, they help to diversify the risks especially during a volatile market... (Choong & Associates)
'Warning shot' on trusts set for budget
Ottawa will include ''a warning shot'' to investors on budget day next week, signalling that the federal government is concerned about the tax treatment of the hot income trust market... (The Globe and Mail - 3/20/2004)
Income trusts not a tax drain: study
Organizations representing Canadian income trusts say they have "bulletproof numbers" to prove that the booming sector is not taking away tax revenue... (The Globe and Mail - 3/12/2004)
Debunking of trust myths should clear way for new debates
Many of the myths around income trusts took a stake through the heart yesterday, courtesy of an Ottawa-based team of economists... (The Globe and Mail - 3/12/2004)
Investor demand for new REITs outstrips supply
Investor demand for real estate investment trusts is so large that dealers could sell 10 more new issues this year if only the product was there... (The Globe and Mail - 3/6/2004)
Suit against Atlas seeks $353-million
A lawsuit launched against troubled Atlas Cold Storage Income Trust under the Class Proceedings Act is seeking $353-million in damages on behalf of unit holders... (The Globe and Mail - 3/6/2004)
Osprey files prospectus for initial trust offering
Newspaper publisher Osprey Media Group Inc. announced plans yesterday to become an income trust with the filing of a preliminary prospectus with securities regulators... (The Globe and Mail - 3/6/2004)
Trust move would face backlash
A radical move by the federal government to clamp down on the tax treatment of income trusts would provoke a huge investor backlash... (The Globe and Mail - 3/5/2004)
Ottawa should put brakes on taxing trusts
The big thinkers at the federal Finance Department should really drop into a bank or credit union before they send the March 23 budget off to the printer... (The Globe and Mail - 3/4/2004)
Ottawa mulls tax changes for trusts
The federal Finance Department is holding top-level talks and conducting secretive private sector consultations to decide whether it should clamp down on the tax treatment of income trusts in the March 23 budget... (The Globe and Mail - 3/3/2004)
Penn West to review merits of trust
Penn West Petroleum Ltd., facing pressure from some shareholders, said yesterday that it may turn itself into an income trust... (The Globe and Mail - 3/3/2004)