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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 was looking to sell CSH.UN and buy either CAR.UN or IIP.UN because of its high payout ratio but I didn't because it started showing momentum. I recently heard on BNN that most reits have a high payout ratio so I wondered if I am being overly cautious.

Can I get your opinion on CSH.UN. should I be concerned about its high payout ratio? Would you sell it and buy one of the other reits.
I own all 3.
thanks
Read Answer Asked by Mary on December 19, 2023
Q: BRE had what looks like a positive announcement today - market reaction is mixed - this is a small company; no dividend growth buy high yield over many years. I have a small allocation in my portfolio just to give my overall yield a bit of a boost. Do you like the deal announced today? Is it a ‘safer’ company ad a result of this deal?
Read Answer Asked by Mark on December 18, 2023
Q: Greetings:
It has been considerable time since a question has been asked about Timbercreek Financial, formerly Timbercreek Mortgage Investment Corporation. Interest rate now almost 10%-- Was higher in Oct, 23 when price fell badly. I have owned it for years. Apparently they are finishing settling a big bad loan- I have no idea how much they lost and would like to know. Could you please provide as much info about this MIC as possible. Would you buy more or sell? I believe it is back on the road to recovery, or would you buy something like Atrium. or sell both.

Thanks very much for your speedy replies. Wonderful.
Ben.
Read Answer Asked by BEN on December 18, 2023
Q: Good morning - if indeed we are approaching a pivot in the market, which REIT' are most attractive to you these days. I have done well with DIR.UN but it's my sole real estate holding. Time to add more of the sector? Thanks for everything and best wishes of the season to all you good people at 5i. I have. seriously benefitted from your service over the past four years.
Read Answer Asked by alex on December 12, 2023
Q: Hi Peter and Staff

Long time holder of NWH.UN as a small part of my REIT basket. Been thinking i woukd just hang on (in my RRSP so no tax loss benefit ) but reading more on AP.UN that I used to own and wondering if that would be a better albeit still risky option than NWH.UN going forward

Thanks for all you do
Dennis
Read Answer Asked by Dennis on December 08, 2023
Q: Hello 5i Team

Is there any "easy" way to determine if a REIT is internally/externally managed.

After reading some of the Annual Information Form (AIF) or the quarterly reports its not always evident.

Does your Bloomberg terminal provide this information?

My assumption is the majority of REITs are "internally" managed - do you have a list of "externally" managed REITsn or can point to a source?

Thanks
Read Answer Asked by Stephen on December 07, 2023
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff
Read Answer Asked by JEFF on December 04, 2023
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