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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 currently hold TCN and REI in my TFSA. I am thinking of selling them and replacing with IIP.UN and CAR.UN. I am looking for income with some growth. Do you recommend this or would you leave things as is or possibly consolidate to just one? If so, which? Weighting is high - 17% for REI and 10% for TCN.
Many thanks for your great service!
Read Answer Asked by Jennifer on June 28, 2018
Q: For an income porfolio (like 5iR's), I am thinking of buying CAR.Un and IIP.un for a long-term hold/investment. I know 5iR held CAR,un and am familiar with the differences between these two RIETs (thanks to the question/answers by 5iR). I would like to buy both as a combo. My question is what weighting would you give to a combination of these two?.....Like 4 or 5%?........And what would be the split be? ....like 50%-50% ?.....Thanks.....Tom
Read Answer Asked by Tom on June 26, 2018
Q: Could I get your opinion on these two industrial REITs, both down somewhat due to new secondary offerings (general comments on the sector, payout percentage, debt level, etc.). Do you prefer one over the other? What would view as the maximum percent-of-portfolio for each?
Thank-you
Read Answer Asked by grant on June 22, 2018
Q: Hello 5i
I note that CAR.UN has been on amazing ride upwards. I own over 4,000 shares since 2010 @ approx. 10.67/Sh. So I am happy to see the shares are appreciating. But I wonder why this is happening in the last month or so, especially in a period when interest rates are pointing higher. Is someone accumulating for some reason? Or is there anything else I am not aware about.

Thanks for your insights and keep up the great service.
Joseph
Read Answer Asked by Joseph on June 19, 2018
Q: From your report on IIP.UN, it appears that the company is making money from acquiring properties in more urban (i.e. stable) areas and by doing so, it is able to increase the efficiency and profitability of its property management area. The trust is also making some money by raising rents after tenants on old cheaper leases leave and by applying for "above guideline increases for existing tenants" which I think is another way of saying it works to get around rent controls.

Does IIP.UN own individual condos and/or condo buildings? Do they develop any of their own projects or is entirely a growth by acquisition story?

Is the above approach much different than that of CAR.UN? The metrics for both are very similar. Is IIP.UN different in that it owns somewhat more expensive rental units? Or are the two companies pretty similar?

Back in January, you felt that CAR.UN should be owned if one is interested in yield and IIP.UN would appeal more to someone wanted growth. Is your answer the same today?

Appreciate the insight.

Paul F.
Read Answer Asked by Paul on June 18, 2018
Q: BSR (HOMu.TO) IPO'd in May 2018. The company looks interesting, nice 5% yield, class B garden style rentals. They buy older apartments, add amenities and increase rental rates.
Looks like a mini Milestone Apartment REIT. Wondering if you know if any analysts follow this story and if you think this might be a good apartment pick to replace some cash from the AAR.UN acquisition.
Read Answer Asked by Robin on June 08, 2018
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