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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I like that GRT. UN has diversified from majority special purpose real facilities to majority distribution & e-commerce facilities in then last 10 years. All other metrics look good for this REIT.

What do you think about GRT.UN at these levels? Should investors be concerned about Magna being the largest tenant of GRT.UN?

Any other REIT's you would recommend if a patient investor wanted to start building real estate positions?
Read Answer Asked by Michael on March 24, 2025
Q: What are the tax implications for Canadian investors relative to AGNC. I believe they are an investment trust. It is my understanding that all USA based trusts have negative tax consequences, such as 30% withholding tax and 10% tax on all proceeds of any sale of shares. Not protected in RRSP accounts. Is my information correct.
Read Answer Asked by Maureen on March 19, 2025
Q: Can you please rate these for growth, return and safety.
Thank you in advance.
Read Answer Asked by John on March 12, 2025
Q: Hi 5i,

I have a couple of questions about the noted companies - please deduct as you see fit.

I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?

Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?

And finally, would you consider one (or both) of them appropriate for a RRIF?

Thanks 5i - I look forward to your thoughts. Peter
Read Answer Asked by Peter on March 07, 2025
Q: Is ALLIED PPTy.is this a good reit.i have had it for 2 yrs and only down 4.70%. i also have ILLM HOLDINGS @ 5.10. I see Lumine mentioned often in questions are they related companies and what is 5i views let it go as a loser and buy something producing dividends I was thinking CAR.un as a substitute and additional reit. TKs
Read Answer Asked by Guy on March 04, 2025
Q: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike
Read Answer Asked by Mike on March 04, 2025
Q: Was hoping to get an update on your conviction for Equinix. The company said its backlog of cabinets sold but not yet installed, doubled in 2024 compared to the prior year. They also said roughly 87% of projects under construction have been leased or pre-leased. I see they have quite a few xScale data centers coming online this year. And the company said that cabinets billed should climb in 2025. That all sounds promising! But there is a LOT of competition out there, the big spending is impacting profitability, and I think they are still working with the SEC and DOJ to resolve the short seller allegations from last year. Would you continue to hold? Are there some better alternatives in the space? Thank you.
Read Answer Asked by Kim on February 21, 2025
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