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  5. CAR.UN: Hello 5i team, Do you still see a positive future for CAR. [Canadian Apartment Properties Real Estate Investment Trust]
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Investment Q&A

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Q: Hello 5i team,

Do you still see a positive future for CAR.UN? Could you please indicate whether their distributions are eligible for the dividend tax credit?

Many thanks!
Asked by Michel L on May 02, 2024
5i Research Answer:

The taxation of distributions can vary a bit each year. Last year, about 50% was taxed as capital gains, and 50% as 'other income'. A negligible amount was classified as eligible dividends. We like the stock; the company is one of the largest and best-managed residential REITs in Canada. Because of this, it has a premium valuation and thus a lower yield than peers (3.39%). But we would rather pay more for quality than less for mediocrity.