Q: Could you recommend one or two quality American REITS or a REIT ETF principally investing in the States? Thank you.
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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'd appreciate your thoughts. Thanks.
Q: 1) How do you feel about picking up a few shares of CAR.UN, especially if you can get the shares below the financing price of $49.
2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?
3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?
Thanks.
John
2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?
3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?
Thanks.
John
Q: What are your thoughts on Equity offer? Is it ok to start a new position or wait until stock settles?
Thanks
Hector
Thanks
Hector
Q: Further to the question about Riocan on April 12.
An article in the Globe and Mail on April 8 listed Riocan as one of the "thirteen TSX stocks whose dividends appear unsustainable".
An article in the Globe on April 12 had Riocan in a list with the headline "Seeking top-performing REITs that are still well valued".
How sustainable is the distribution? How will Riocan compare to some other REITs (such as CAR or CSH) for total return over the very long-term?
An article in the Globe and Mail on April 8 listed Riocan as one of the "thirteen TSX stocks whose dividends appear unsustainable".
An article in the Globe on April 12 had Riocan in a list with the headline "Seeking top-performing REITs that are still well valued".
How sustainable is the distribution? How will Riocan compare to some other REITs (such as CAR or CSH) for total return over the very long-term?
Q: I just got the circular for the annual meeting and note that they are going to collapse the external management contract, giving the managers mostly SMU units in exchange. Normally this is a very good thing, but I would appreciate your comments.
Patrick
Patrick
Q: What is your opinion of riocan
Q: Hi,
We hold no real estate exposure in our portfolio (aside from owning our home which also has a rental apartment in basement). We also need to increase our US exposure. What are your thoughts on the XLRE (Real estate select spdr fund). Any other suggestions?
Thanks,
Kerri
We hold no real estate exposure in our portfolio (aside from owning our home which also has a rental apartment in basement). We also need to increase our US exposure. What are your thoughts on the XLRE (Real estate select spdr fund). Any other suggestions?
Thanks,
Kerri
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
Q: Can you compare csh.un & car.un for total return over 5 yrs. and why
Thank you
Thank you
Q: What are your thoughts now of this small reit? has anything improved enough for small position?
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Good Morning,
Can you please rank in order of preference.
Currently own CSH & BEP.
Thank you
Can you please rank in order of preference.
Currently own CSH & BEP.
Thank you
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
Q: I'm planning to add a REIT for a five year hold (for the combined growth and yield), which one of GRT.UN or CAR.UN would you recommend? Or, if there are others better than these two that I should consider? Thanks.
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Chartwell Retirement Residences (CSH.UN)
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Cominar Real Estate Investment Trust (CUF.UN)
Q: Which company would you recommend for a safe dividend yield or do you have a better recommendation?
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
Q: I'm overweight retail and own both SRU.UN and CHP.UN. Both have decent dividends. Which would you reduce?
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Firm Capital Property Trust (FCD.UN)
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First Capital Realty Inc. (FCR)
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Crombie Real Estate Investment Trust (CRR.UN)
Q: Hello Peter and Ryan,
First Capital is a small trust with market cap of 125M (based on WSJ info). Yesterday, it announces 266 M purchase/co-ownership with First Capital Realty.
Jan 9, 2019 Crombie Reit anounced a sale of 104M ish to the group.
Questions:
Is FCD.UN a good investment today for a 10 years horizon?
Do you think that this can be a step to turn First Capital Realty to a REIT? or a planned merger of all First Capital assets into 1?
My annual membership will end soon, a day before my BD so I always remember to give myself a gift of membership in support of the last independent advisor for DYI.
First Capital is a small trust with market cap of 125M (based on WSJ info). Yesterday, it announces 266 M purchase/co-ownership with First Capital Realty.
Jan 9, 2019 Crombie Reit anounced a sale of 104M ish to the group.
Questions:
Is FCD.UN a good investment today for a 10 years horizon?
Do you think that this can be a step to turn First Capital Realty to a REIT? or a planned merger of all First Capital assets into 1?
My annual membership will end soon, a day before my BD so I always remember to give myself a gift of membership in support of the last independent advisor for DYI.
Q: Hi,
I'm looking for a long term hold in US realty. I'm a little concerned that ADC is in retail, which concerns me, but it's growth just going despite your concerns, "and its cash flow per share is only about the level of 10 years ago. "
Of these 3, which do you think is best for a long term, relatively safe hold?
I'm looking for a long term hold in US realty. I'm a little concerned that ADC is in retail, which concerns me, but it's growth just going despite your concerns, "and its cash flow per share is only about the level of 10 years ago. "
Of these 3, which do you think is best for a long term, relatively safe hold?
Q: Your thoughts on OPI
Q: I come across two high yield U.S. REITs - NLY and AGNC that provide yields over 11%. Do you know anything about them? How does these two compare? If you have to pick one which would be your choice? Are there any special tax consideration in investing in U.S. REITs? Thanks.
Q: If the deemed value of the shares issued is $13.10 - why the big dip today down to a close of $10.91. Obviously the market does not believe the assets are worth the value implied by the deemed value of $13.10. I'm guessing this is due to the size of the transaction and associated risks.
Thanks
Thanks
Q: Question: How does issuing TCN shares significantly above market price to fund an acquisition work, if the TCN shares stay below the stated $13.10 issue price?
Thanks.
John
Thanks.
John