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5i Recent Questions
Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares Global Real Estate Index ETF (CGR)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Middlefield REIT INDEXPLUS ETF (IDR)
Q: Hi 5i,
I gather from your answers to the few questions that have been asked about it that you are not great fans of IDR for real estate exposure, and my initial question is basically why and what should I be concerned about?
If I'm reading the information correctly, IDR's 10 year growth rate (2011 - 2021) is 167%, with YTD sitting at 29%. It's annual yield meanwhile is 5.60% (or more) and it is diversified through holding residential, industrial and retail REITs in Canada (67%), USA (24%) and the UK (2%).
Could one potentially do better and risk less through holding individual REITs instead of the basket afforded by IDR and, if so, which ones would you recommend for the real estate portion of a portfolio in the current economic climate?
Thanks!
Peter
I gather from your answers to the few questions that have been asked about it that you are not great fans of IDR for real estate exposure, and my initial question is basically why and what should I be concerned about?
If I'm reading the information correctly, IDR's 10 year growth rate (2011 - 2021) is 167%, with YTD sitting at 29%. It's annual yield meanwhile is 5.60% (or more) and it is diversified through holding residential, industrial and retail REITs in Canada (67%), USA (24%) and the UK (2%).
Could one potentially do better and risk less through holding individual REITs instead of the basket afforded by IDR and, if so, which ones would you recommend for the real estate portion of a portfolio in the current economic climate?
Thanks!
Peter
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares Global Real Estate Index ETF (CGR)
- Purpose Real Estate Income Fund (PHR)
- Vanguard Real Estate Index Fund ETF (VNQ)
Q: Hi,
Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.
Since I am overweight CND stocks does it make sense to go with either PHR or CGR.
This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.
Thoughts?
Thank you
Rino
Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.
Since I am overweight CND stocks does it make sense to go with either PHR or CGR.
This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.
Thoughts?
Thank you
Rino
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