Q: Is now a good time to invest in REITs? As a Canadian, is it good to invest in US REIT? Is there any tax drawback investing in US REIT? Do you have any recommendations for REITs? Thank you for your great service.
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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: After viewing Peter's interview at the Moneyshow 2019 by SmallCap Power, I then followed up with the interview with Fundscraper; (https://www.fundscraper.com/) . Do you have an opinion on this company and on this type of investment in a Cdn portfolio?
Q: Would you consider the mind boggling selling , accusittions and new developments of the variety of REIT types in US and Canada of benefit for the investors in this company? I have invested in this REIT , in part because of stable dividends but the report makes me wonder if they are playing with too many variables.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.38)
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InterRent Real Estate Investment Trust (IIP.UN $13.34)
Q: Good day,
What are your favorite REITs and why?
Thanks!
Derek
What are your favorite REITs and why?
Thanks!
Derek
Q: Hello,
I see what looks like some very good news concerning my holding of Starlight U.S. Multi-Family Class A units. I would however appreciate your thoughts on their announcement of what I believe is to be a redemption of all my outstanding units at a price of $12.35 CDN per share.
I'd also appreciate your opinion or insight into why the shares are only trading at $11.10 CDN as I write this but it looks to me as though they are to be acquired at $12.35 in January of 2020. Should I back up the truck and buy more or is the discount evidence of a very strong opinion the deal might not go through for some reason?
Thank you!
I see what looks like some very good news concerning my holding of Starlight U.S. Multi-Family Class A units. I would however appreciate your thoughts on their announcement of what I believe is to be a redemption of all my outstanding units at a price of $12.35 CDN per share.
I'd also appreciate your opinion or insight into why the shares are only trading at $11.10 CDN as I write this but it looks to me as though they are to be acquired at $12.35 in January of 2020. Should I back up the truck and buy more or is the discount evidence of a very strong opinion the deal might not go through for some reason?
Thank you!
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WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
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BSR Real Estate Investment Trust Trust Units (HOM.U $12.42)
Q: I am considering a $US pay reit, and am looking at these two. Could you provide the payout ratio/dividend sustainability, debt levels and debt due timeframe as well as any other relevant financials. Industrial reits and apartment reits have done very well for me, but do you have a preference between the two based on the current economic forecast? Lastly, could you identify the pros and cons of Canadian domiciled companies holding virtually all US assets?
Thank-you
Thank-you
Q: Do you expect any more consolidation in this sector in the next year? Would either of these names be a target?
Thank you
Donna
Thank you
Donna
Q: I currently do not have any REITs in my portfolio and was looking to start a position in HR or REI (or other). Can I get your thoughts on these as well as suggestions for other REITs? Thanks.
Q: Can you comment on their recent quarter please. I’ve been following this stock for a very long time. Are things potentially turning here? On a likely completely unrelated note. I just saw home capital group (another darling Real-estate finance company from 5+ years ago break out). Obviously TII is a micro cap. But do your think these results are sustainable near term?
Q: Morning fellas:
What do you guys think of this name?
Thank u
Mark
What do you guys think of this name?
Thank u
Mark
Q: Thoughts on most recent earnings? What is price/affo?
Q: What do you like of this company it had quite a drop recently I’m guessing earning had something to do with that .Would you buy this company
Thanks for the help
Thanks for the help
Q: Looking at the Reit space in the US and I have been watching this one for awhile. It has come off a fair bit since its high. Thoughts on their latest quarter and their business going forward.
cheers
cheers
Q: Hello,
The following REITs make up 25% of my TFSA: NVU, NWU, CSH, DIR, HR
The following make up 10% of my TFSA: AD, SIA, AW
Other Holdings: AQN, BCE, BNS, BIP, BEP, ENB, FTS,SLF & T.
Am I too concentrated in REIT's? I am in my mid 60's.
Thank You.
The following REITs make up 25% of my TFSA: NVU, NWU, CSH, DIR, HR
The following make up 10% of my TFSA: AD, SIA, AW
Other Holdings: AQN, BCE, BNS, BIP, BEP, ENB, FTS,SLF & T.
Am I too concentrated in REIT's? I am in my mid 60's.
Thank You.
Q: i have owned home capital since 20.00, their earnings were excellent, but up 5.00 seems excessive, i had a position, sold a little. whats do you think. dave
Q: In the last month HR.UN has made a straight line drop of over 5%. I'm assuming that it's because of the Encana departure. I know that Encana would face a huge exit penalty and the exit is not immediate but do you believe this negative price trend will continue?
Carl
Carl
Q: Could you please comment on the quarterly results which were just recently released for these 2 companies. Please deduct 2 points as there are 2 separate questions here. Thank you, Ian
Q: 1. I was considering buying FCR for a nonregistered account as it has a fully eligible dividend, but I see it is imminently converting to a REIT - is there any way of knowing how the distributions will be classified going forward (and therefore the taxation treatment)?
2. What do you recommend as tax efficient real estate holdings for a nonregistered account? Many thanks.
2. What do you recommend as tax efficient real estate holdings for a nonregistered account? Many thanks.
Q: Patrick Horgan was on BNN recently and described REITs as the ‘sell of a generation’ and said that they are priced like techs stocks were in 2000. Any comments?
Thanks,
Jason
Thanks,
Jason
Q: Do you agree with Patrick Horan's thesis that reits are currently overpriced and should be shorted ? if not can you name some non-Canadian reits that look interesting?
Thanks for your assistance.
Thanks for your assistance.