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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: HOM.U is a Canadian REIT that owns multi suite residential rental properties in USA. It trades on TSX in US$ & pays its monthly dividend in US$. How will Withholding Tax & Dividend Tax Credit(if any) affect each of RRSP,TFSA & non-registered account? Please advise which is the best account to use for purchase. Thanks for u usual great services & views
Read Answer Asked by Peter on March 27, 2019
Q: Thank you for your great service. I'm a young retiree. I need 5% after tax revenue for living expenses. My portfolio consist of 10% cash/equivalent, 2% Prefered (CPD) 15% high dividend stocks, and 65% other well diversified long stock positions of which half also pay dividend in the 2-3% range. Considering that my REITs represent 8% would you consider a good opportunity to add to my REITs since interest rates are going to stay low for the foreseeable future and hence high dividend and distribution stocks should do well in this environment. If so which of the above mentioned would you add to or if you have a better suggestion please do so. As for tax implication I own all my REATs in either TSFA or my RRSP. On a side note I also own Real Estate for approximately 30% of my net in addition to the stock portfolio.

Thanks for your great advise.
Read Answer Asked by Yves on March 25, 2019
Q: I currently own Slate Office Reit which has not been performing very well and was thinking of selling it and buying Summit industrial income Reit. I am interested in yield and growth and would appreciate your comments on this switch. Also I would appreciate your reasons for your suggestions. Thank you for all you do. Ian
Read Answer Asked by Ian on March 19, 2019
Q: Hi Peter/team, My question is about my Real Estate allocation, within my overall portfolio. I recently moved CSH.UN to my Real Estate sector from my Health sector which bumped my Real Estate holdings to 24.5% (good). I have heard some pundits say that you should also include your personal home as part of your Real Estate holdings? If I were to do this my Real Estate holdings would then jump to ~65% of my overall portfolio. Obviously, I would then need to trim some of my reits back down to roughly 25%. I'm wondering what the general consensus is and I would appreciate your thoughts. Bill
Read Answer Asked by William on March 15, 2019
Q: Peter; I own both and so watch them closely. It seems that they are basically trading in lock step re volume and price appreciation.Are there any interlocking directors and/or management connections that you know of. Would a combined entity be a possibility? Thanks. Rod
Read Answer Asked by Rodney on March 13, 2019
Q: Hi there,

My questions is about xlre and SRET and the degree of risk associated with these 2 stocks. I currently have xlre and was thinking taking 20% of my position and investing in SRET - 1. for the higher dividend and 2. for the international exposure. Both would be held in a 401K and i only pay 2.95 a trade so taxes and trading fees aren't really a consideration.

Thanks
Read Answer Asked by kelly on March 12, 2019
Q: Hi Peter and Staff
My question is about industrial REITS- I have been slow to replace Pure Industrial - most of your recommendations have been Dir.un.
I bought that last week after you had given a slight preference to Summitt over it - yesterday you were asked to recommend one and you picked WPT - what’s up?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 12, 2019
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