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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: Can I please get you thoughts on the recent earnings from EXE and CSH?
Also what is the street expecting from SIA next week?
Thanks
Read Answer Asked by EVAN on November 12, 2018
Q: You have mentioned Dream's western Canadian exposure in other answers. This is purely anecdotal but I notice in Calgary that I have a lot of vacant space. Therefore I would prefer to own another industrial REIT. Recommendations please. Thanks always for your great service.
Read Answer Asked by Nigel on November 12, 2018
Q: I am interested in this healthcare REIT as it has 6% dividend and the company has never reduced their dividend, even during the 2008 mess. I realize you do not follow U.S. txt much, but your opinion of this company would be appreciated.
Many thanks,
Jen
Read Answer Asked by Jennifer on November 12, 2018
Q: Just 2 quick questions:

1 - Looking at Interrent, Boardwalk and Killam, it seems like they measure their debt differently. Boardwalk does a ratio of debt to FMV of assets, Interrent seems to do debt to GBV and Killam does debt to total assets. Which metric is correct and is this not a standard measure?

2 - I put a few companies on my watchlist, but I don't seem to be notified when there is a question about them.

Thanks,
Jason
Read Answer Asked by Jason on November 12, 2018
Q: Can you comment on wir.u third quarter results. To me they look positive, but the stock is back down around a 52 week low.
Would you add to a position? Or is there another industrial REIT you prefer?
Read Answer Asked by Curtis on November 09, 2018
Q: Good afternoon,

I am looking to add a REIT ETF to my portfolio (ZRE is my preferred), and am wondering on a historical bases if REITS right now are trading at a cheap/expensive valuation? Your website has the PE ratio at 7.8x and PB ration at 1.08x- that seems cheap? How does that compare with historical norms? Only wondering as ZRE seems to be trading not too far from it's all-time high, reached a month or two ago.

Would you expect reits to drop as interest rates rise over the coming months/years?

Thanks for the answer.
Read Answer Asked by Jeff on November 09, 2018
Q: I have been looking for a good exit point for Partners for a long time. If I'm reading it right, we are getting a special distribution soon and I'm wondering if I sell it today, do I still get the special dividend? It sounds like they may dissolve this REIT completely over the next while and I'm wondering if it is best to hold, in those situations or is this a good day to say goodbye. Thanks so much…
Read Answer Asked by Jill on November 09, 2018
Q: Hi guys,

I have large positions in Boardwalk REIT and InterRent REIT. I believe they provide good growth going forward and offer some geographic diversity by owning both of them. I am contemplating adding a third REIT (Killam) to the mix to further diversify into Atlantic Canada. I did some research and noticed that they develop a lot of their units and their portfolio is much newer then most multi family REIT. Is it too much to own 3 REITs. I want to focus on multi family since it is the most resistant to a recession. They are held in my RRSP. I know Killam is focusing 75% of its development and acquisitions outside of Atlantic Canada hoping to diversify its holdings. What are your thoughts?

Thank you,
Jason
Read Answer Asked by Jason on November 07, 2018
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