Investment Q&A

• CBL & Associates Properties Inc. (CBL)
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• Washington Prime Group Inc. (WPG)
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Q: Have been watching both companies for an opportunity to buy. They are both showing momentum and would like your opinion on both before I buy.
Would you favor one over the other and what would your reasoning be based on.
I like for both dividends and growth.
Thanks Gary

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Read Answer Asked by Gary on June 11, 2018

• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Cominar Real Estate Investment Trust (CUF.UN)
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• Plaza Retail REIT (PLZ.UN)
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Q: For the income section of a moderate risk income growth portfolio what are your thoughts on these predominantly retail stocks. Please also rank with respect to current price. Thanks.

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Read Answer Asked by David on June 11, 2018

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Hello- I was considering a purchase of BPY.UN but I'm concerned that Ross Healy
a few days ago said "the market is concerned about the quality of the balance sheet, which is on the weak side." With 2 more interest rate increases projected this year,
does that make BPY too risky?
Thanks

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Read Answer Asked by Pat on June 08, 2018

• BSR Real Estate Investment Trust Trust Units (HOM.U)
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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.

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Read Answer Asked by Robin on June 08, 2018

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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Q: The recent purchase of property for starlight seems like a bad deal as they are exchanging north view stock which pays over 6% for property which has a 4% cap rate. This deal will be delutive. This deal just seems to good for starlight. Please comment. Thanks

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Read Answer Asked by Rex on June 08, 2018

• InterRent Real Estate Investment Trust (IIP.UN)
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Q: A little pop on Interrent tody, 4x averge volume.
I see no news. What reason? Would you still buy here?

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Read Answer Asked by john on June 08, 2018

• Granite Real Estate Investment Trust (GRT.UN)
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Q: Could I have your assessment of GRT.UN, if possible in comparison with other REITs? Thank you.

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Read Answer Asked by Kurt W on June 07, 2018

• Home Capital Group Inc. (HCG)
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• EQB Inc. (EQB)
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Q: Hi team,

Could you please provide a relative comparison between Home capital group and Equitable group and in your opinion which is the better investment at this time?

Thanks

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Read Answer Asked by Keith on June 06, 2018

• SmartCentres Real Estate Investment Trust (SRU.UN)
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Q: Can you give your opinion on SRU.UN ? It was discussed in the Globe today. An earlier question by another member asked about Summit Industrial Reit and may have created some confusion. Joe

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Read Answer Asked by Joseph on June 06, 2018

• Summit Industrial Income REIT (SMU.UN)
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Q: Hi; May I have your opinion on SMU.UN. Positive article in Globe and Mail. Implies that storage market has robust outlook. Can you comment on balance sheet and dividend. Thanks.

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Read Answer Asked by Uthaman on June 06, 2018

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Hi,
From previous Q&As, you recommend DIR.UN as a solid replacement for AAR.UN. Does that still stand? It's had quite a run-up this year.
I know it's not "industrial", but where does CSH.UN stand in your view?
Thanks,
Robert

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Read Answer Asked by Robert on June 06, 2018

• Chartwell Retirement Residences (CSH.UN)
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• Sienna Senior Living Inc. (SIA)
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Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

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Read Answer Asked by Chris on June 06, 2018

• Tricon Residential Inc. (TCN)
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• Morguard Corporation (MRC)
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Q: Both on the Toronto stock Exchange but TCN invests more in the US.
Please compare the two.
An investor heading into retirement.

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Read Answer Asked by Doug on June 04, 2018

• Chartwell Retirement Residences (CSH.UN)
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• Sienna Senior Living Inc. (SIA)
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Q: Recently, I got cash from AAR.un buyout from Blackstone. To replace AAR.un I thought about these two companies (I have no exposure to senior housing now) What is your opinion about these two companies ?, Main risks and resistance to a downturn in the economy. Will you favour one over the other ? Or split the funds equally on both ?

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Read Answer Asked by Alejandro (Alex) on June 04, 2018

• Pure Multi-Family REIT LP (RUF.UN)
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Q: I could not follow Ryan's answer to a question on RUF.UN. Could he please provide details on the Electra's proposal to RUF.UN?

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Read Answer Asked by George on May 30, 2018

• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: hi folks:

i was always led to believe that reits are a group that falls into 'interest sensitive' assets
and they would get hammered in an increasing interest rate environment
hasn't happened and many are at all time highs
is this because the hope that inflation will raise rents/values to offset increased interest payments?
or because raising rates indicate an improving economy?
or because rates are increasing very slowly
or because we feel the rate increases are finished?
or what?

thx

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Read Answer Asked by Robert on May 30, 2018

• Ravelin Properties REIT (SOT.UN)
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Q: Hi,

What's your take on this REIT. The almost 10% dividend yield sure looks attractive. Is the cash-flow sustainable?

Thank you.

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Read Answer Asked by Larry on May 30, 2018

• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Pure Multi-Family REIT LP (RUF.UN)
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Q: Ryan; I’m getting tired of waiting on RUF.UN and am looking at switching to SRU.UN. Your comments please. Thanks.
Rod

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Read Answer Asked by Rodney on May 30, 2018

• Realty Income Corporation (O)
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Q: Hi 5I,
Could I have a general opinion on this US REIT, specifically, as a new position for income - would timing (considering interest rates) or valuation be of concern. This is expected to be for a roughly 3-5 year holding, possibly longer.

Thanks for your insight
Mike

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Read Answer Asked by mike on May 29, 2018

• Miscellaneous (MISC)
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Q: Fannie Mae infamously crashed in 2008. Even now, it is listed on the Pink Sheets. Given my hesitance to wade through the various 10(k) reports, etc. I thought I would ask for your opinion. That is, is this suitable for bottom-feeder interest or should it be "written-off" as a potential speculative buy? FNMA

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Read Answer Asked by David on May 28, 2018