- RioCan Real Estate Investment Trust (REI.UN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: From recent articles I've read, It appears that sentiment in REITS is shifting from residential and industrial to retail and senior housing.
I currently hold CAR.UN and DIR.UN. I find this hard to believe but should I be considering a switch to REI.UN and CSH.UN or something else that you support?
Carl
I currently hold CAR.UN and DIR.UN. I find this hard to believe but should I be considering a switch to REI.UN and CSH.UN or something else that you support?
Carl
5i Research Answer:
We would not endorse a switch, but the other sectors have recovered somewhat, and with lower rates could continue to improve. We would be OK adding CSH.UN but would want to maintain the others for diversification.