skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Victor on April 05, 2019
Q: Good morning 5i Team

I've owned Artis REIT for many years and doing okay (not great) with it due to the accumulated dividends. With the dividend cut the current market yield is 4.86% today. I've continued holding it expecting the total return to be okay going forward anticipating that share buybacks will cause the share price to increase this year.

I like the reit because of it's focused on industry assets and not focused on retail. I also like that it is growing it's properties in the USA. I don't like the reit because of the dividend cut (even with the focus on share buybacks).

Being primarily interested in income, but also total return, I see other reits that are likely better quality and currently pay a higher yield. Can you recommend one to switch to that has a significant presence in USA and is focused on industrial properties?

Thanks
Peter
Read Answer Asked by Peter on April 03, 2019
Q: i have taken some profits and would now like to add some Realty Estate in my portfolio. I would like one or two stable companies to hold for 3-5 years with a nice dividend.
Thanks
Margita
Read Answer Asked by Margita Elisabet on March 29, 2019
Q: I've never bought a REIT but Im looking for a 2-5 year hold. CAR looks good but I'm worried that apartment REITs are overvalued?
Can you give me two recommendations for the Canadian market and one for the US market?
Read Answer Asked by Graeme on March 29, 2019
Q: REIT Strategy

REITS have had a good run recently, I recently purchased IIP and CAR.UN. Is there anything that I need to watch for in terms of what could possibly turn things negative? Outside of rising interest rates, what else could affect the REIT Sector. I have heard that new builds will not have rent control in Ontario, and there may be more competitive threats in the near future.

Thanks,
Raj
Read Answer Asked by Neeraj on March 29, 2019
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: I hold HR.UN, SMU.UN and CAR.UN. Looking to increase my REIT exposure. Do you have a suggestion of either increasing current holdings and/or adding one or two others. I hold approximately the same amounts in each name.
Read Answer Asked by Greg on March 19, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!