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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 have held AX.UN for quite some time. and I am up on it, solely through the DRIP. Would you recommend holding, and continuing to just build my gains from the dividend, or is there another real estate stock that would be better for the long term. My other real estate holdings are CHP.UN, FSV & CIGI.
Thanks
Read Answer Asked by Dave on July 24, 2018
Q: Hi Peter & Ryan,
Is H&R REIT a buy here? The unit price erodes as the Trust restructures or whatever it is doing. I like the move into US residential, which is why I own it.
I have read elsewhere that the NBV is $25. Do you concur & is it a buy here?
I own a bit (at 20.25) for the income and was thinking of adding. Finally, do you think there is takeover potential here, as I am thinking? Thanks, I appreciate your opinion.
Terry
ps - thanks for your answers to PXT, which I waded into today.
Read Answer Asked by Terry on July 23, 2018
Q: I have had some bad experiences with REITs and am concerned about dilution and management teams that are looking out for their interests before investors. With that said, what REITs would you recommend that have strong management who are loyal to shareholders? Thanks.
Read Answer Asked by Tyler on July 23, 2018
Q: Hi, I have a double postion in AAR.UN. I would like to sell and split the proceeds into 2 REIT positions.
What 2 REITS look most attractive based on current valuation and future growth potential, to purchase at this time?
Thanks
Read Answer Asked by Curtis on July 20, 2018
Q: Hi Peter
I’m 65 and getting a pension and have less than 7% of my portfolio in real estate investments . For dividend security and future growth , which would you recommend -WIR.U or SMU.UN?
Thank you so much for all the great info and support 5i provides .
Joanie
Read Answer Asked by Joan on July 20, 2018
Q: What percentage of equity holdings in an RRSP would you allocate to REITS ? Joe
Read Answer Asked by Joseph on July 18, 2018
Q: Hello.

I own Smart Real Estate Investment Trust and I am wondering if I should hold or sell it. I had bought it, when it was called Calloway, since 2008. Dividends have been reinvested since my first purchase.

Since bricks and mortar retail stores are under pressure and interest rates are rising, should I sell SRU.UN or keep on holding it? I am interested in capital growth with some income, but if the prospects for SRU.UN are not good, I prefer to sell it even though it pays out a good dividend.

Thank you.
Read Answer Asked by Marc on July 18, 2018
Q: I held about a 3% position in Ruf, and sold half shortly after the potential buyout offer a couple months ago. The stock is now down and seems to be settling in around $9. As the current price is lower, I am considering buying back what I sold, hoping for a better offer and collecting the dividend in the interim. Do you have any updated information about the offer, your opinion of what might happen, and if buying it back makes any sense.
Thank-you
Read Answer Asked by grant on July 16, 2018
Q: I am considering realizing gains on a 3% position in FSV and moving the proceeds into TCN. My thoughts here are to maintain exposure to US real estate with a lower valuation higher yield while still maintaining a growth tilt. Your comments on this move would be appreciated.
Read Answer Asked by Stephen on July 10, 2018
Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks
Read Answer Asked by Stephen on July 10, 2018
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