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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: Hi, Can I get your perspective on U.S. Real estate. I am looking at investing in the US REITS and was wondering if now is a good time. I am looking at the following companies as well as the VNQ . Do you think the US reits is a good area to look into seeing as the US economy seems to be doing well and interest rates are low. Thanks
Read Answer Asked by pietro on October 23, 2019
Q: I remember a fair amount of noise years ago about the baby boomers soon moving into retirement homes and recommending that people invest in these companies. To me it was nonsense because, at that point, the leading edge of that demographic was only approaching 70. Now the leading edge, born in 1946, is around 73 years old and will be moving into retirement homes with increasing frequency as they give up their own homes.
Which of these businesses would you recommend? Secondly, is it a government regulated industry that may never be allowed to charge what the market will bear? Finally there be a noticeable impact on the residential real estate market?
Read Answer Asked by Larry on October 16, 2019
Q: I am wondering how to evaluate a REIT once it has exhibited a run-up like CAR (and others) have done. The yield has dropped to 2.5% - what will make the distribution grow? Is it only via acquisitions and/or property value increases? As they are largely in the apartment space in rent-controlled Ontario can this be seen as a significant sustainable driver or are their recent foreign acquisitions enough to drive significant growth? Industrial based REITs don't have the same constraints so do they have a "better" long term future or does their susceptibility to market cycles put up a cautionary note? All of this makes me wonder why REI, which is in the midst of a property mix turnover hasn't done better given that it is providing additional value to their portfolio with all of their strategic initiatives of converting retail to mixed-used properties.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 15, 2019
Q: REM iShares I was watching Tyler Mordy explain this play on Market Call --- between long and short yields generating 8%
Your thoughts please.
Read Answer Asked by Mark on October 15, 2019
Q: Please list these REIT's in order of best choice to BUY and long term HOLD. Add your choices if not listed here for best Residential REIT's.
Read Answer Asked by Terry on October 11, 2019
Q: A BNN guest showed subject REIT as his largest holding yet I cannot find ticket symbol- had it listed yet?

Appreciate your help,

Steve
Read Answer Asked by Steve on October 10, 2019
Q: What is your view of this company? It has a 5.26% dividend. It has been selling below issue price since it was issued.

Thank you.
Read Answer Asked by Donald on October 10, 2019
Q: Good morning Peter, Ryan, and Team,

In your answer to Paul, you said that CAPREIT was 100% in rental apartments, which I don't believe to be the case. For example, two side-by-side buildings in Oakville, on White Oaks Blvd., and on Marlborough Court are serviced by a medium size strip mall that CAPREIT owns and is connected to the two apartment buildings. Tenants include Rabba, Burger King, and other fast-food and service/merchandise stores. Having said that, thanks for continually recommending CAR.UN. It has been a stellar performer for us. (We live nearby and are able to monitor our investment, and we note that CAPREIT is continually improving their properties.)
Read Answer Asked by Jerry on October 08, 2019
Q: Hi,
Morguard has bought a substantial position in PLZ and since the news release the stock keep moving up. I have sold 20% of my position because I do not believe that a takeover is in the cards but I am starting to doubt. Do you know who was the seller(s)? Michael Zakuta, the best REIT CEO in my opinion ( I worked 20 years in real estate), is the major shareholder and is still buying regularly. Has Morguard ever done a takeover? or taking a company private with management?
Thank you in advance
Read Answer Asked by Yves on October 08, 2019
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