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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: Seeing many USA Property Trust companies stocks falling sharply. Would you be able to offer some insight to their valuation losses and where a "Buy" might be considered prudent?
Thanks again for all your great guidance.
Ted.
Read Answer Asked by Ted on March 24, 2026
Q: Hello 5i, I am a current unit holder of ERE.UN and would like you to comment on the latest news release as to the current shareowners are being offered.
Are there options for cash or shares of CAR.UN and what are the chances of another
bid for the company.
Read Answer Asked by Michael on March 04, 2026
Q: Please rank these for Income & Growth. Thanks a Bunch!
Read Answer Asked by Austin on February 25, 2026
Q: The stock has moved up nicely over the last few months, is there a reasonable expectation this may continue. Anything special going on with this company? Which REIT would be your favourite vehicle in this sector with a similar dividend?
Read Answer Asked by Edgar on February 24, 2026
Q: Hi 5i guys. NXR (Nexus industrial reit) is now truly an industrial reit since they have sold almost all of their non-industrial properties. At the current price of around $7.77 per unit nexus has a yield slightly above 8 per cent!! In the past couple of years nxr's yield has been higher than their cash flow which is concerning, but the past quarter I believe their payout ratio was around 97 per cent (please confirm). They have a couple of new properties that should be contributing to cash flow and apparently they are releasing properties at much higher rates. Based on that I believe they should be able to continue with the generous yield since the payout ratio should slowly improve. What concerns me is the cost of their debt. They have to refinance a portion of the debt this year and next. The debt they are rolling over was at very low rates and the new rates are at least one per cent higher. Can your bloomberg terminal give an estimate of how much more interest NXR will have to pay on their new debt? If you can make a query as to whether the increasing of rent (and new property rent) will more than offset higher interest payments would be appreciated as well (I am not sure how sophisticated a Bloomberg terminal can be.) I was fortunate that last summer I rotated some tech into precious metal miner and now I want to pay it safe and reduce the PM miners with some income plays. NXR got on my radar. My only other reit exposure is a small position in Granite reit. Thanks for your help and I wish I had a Bloomberg terminal!!
Read Answer Asked by Paul on February 19, 2026
Q: Hello 5i Team

I own European Residential REIT in a taxable account.

The REIT has previously announced it will sell all its remaining properties and essentially close down operations and delist from the public markets.

Current price is approximately $1.14 and the net asset value as of December 31, 2025 is approximately $1.44 (as per financial statements released).

How does this process occur? Do they essentially liquidate their portfolio, pay taxes and distribute the proceeds to unit holders (say $1.40 per unit to account for taxes and closing costs) and the trading price of the units goes to zero. This would result in a "capital loss" on the units and some form of taxable distribution (mix of capital gains, income and or return of capital).

Or does a private buyer make a take-over offer of say $1.35, take the units private and then internally deal with the closing down of operations.

Has there been other examples of companies / reits closing down operations?

Is this a potential arbitrage opportunity?

Thanks
Read Answer Asked by Stephen on February 18, 2026
Q: Could you comment on the results. Looks like they were not as good as expected. I had been thinking of starting a position in my RSP, viewing Killam as a pretty stable reit, decent yield, and probably somewhat exempt from a major market correction. What do you think? Take advantage of this drop or stay away?
Thank-you
Read Answer Asked by grant on February 17, 2026
Q: Greetings,

1. The last time a question was posted on this platform, regarding Allied was in November. Does that suggest a lack of interest? 11 year lows can't be helping much.


2. There are many insider buys at less than $200 per transaction. On January 14th, an insider spent just $43! To my eyes, unusual, so my question - why would insiders buy in such tiny tranches?

3. Payout ratio's - I'm having trouble trusting some of the numbers out there. What do you think it is and after the December dividend reduction, do you think future dividends are relatively safer?

4. What's the connection with CHP.UN and is it a good sign?

5. Oversold? At what price would you consider the purchase worth the risk / reward ?

All the very best
A

Read Answer Asked by Arzoo on February 17, 2026
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