Investment Q&A

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: What is your opinion on this stock.

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Read Answer Asked by frederick on May 14, 2018

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Hi Guys,
I've owned this for over ten years as an income stock (journaled to the US side of my rif). Just wondering what your thoughts are about any possible growth and your general thoughts on it.
Many thanks
Bob

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Read Answer Asked by Robert on May 14, 2018

• H&R Real Estate Investment Trust (HR.UN $12.06)
  • $12.06 Cap: $3.32B
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Q: Can you comment on their recent quarter? This REIT is busy re-inventing itself. I have been a long time holder because of the income but is it time to move on? Joe

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Read Answer Asked by Joseph on May 14, 2018

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.96)
  • $17.96 P/E (TTM): 4.17X Cap: $2.22B
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Q: How would you compare NVU.UN and KMP.UN going forward in rental space ?

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Read Answer Asked by terrance on May 14, 2018

• Artis Real Estate Investment Trust (AX.UN $6.97)
  • $6.97 Cap: $680M
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Q: Please let us know your thoughts on the latest earnings. Thank you.

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Read Answer Asked by Brent on May 14, 2018

• Chartwell Retirement Residences (CSH.UN $19.26)
  • $19.26 P/E (TTM): 86.73X Cap: $5.60B
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• Extendicare Inc. (EXE $13.42)
  • $13.42 P/E (TTM): 13.81X Cap: $1.12B
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• Sienna Senior Living Inc. (SIA $18.20)
  • $18.20 P/E (TTM): 44.98X Cap: $1.68B
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Q: Can you please comment on the earnings for all three companies?

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Read Answer Asked by Donald on May 11, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.25)
  • $41.25 P/E (TTM): 83.58X Cap: $6.53B
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• Chartwell Retirement Residences (CSH.UN $19.26)
  • $19.26 P/E (TTM): 86.73X Cap: $5.60B
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Q: Is there any particular reason for the choppiness of CSH.UN, why has CAR.UN performed so much better?

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Read Answer Asked by Albert on May 11, 2018

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.26)
  • $5.26 Cap: $1.31B
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Q: What is your take on the recent proposed deal in Australia?

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Read Answer Asked by roland on May 11, 2018

• American Hotel Income Properties REIT LP (HOT.UN $0.42)
  • $0.42 Cap: $33M
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Q: Hi can you please give me your thoughts on their latest results

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Read Answer Asked by Dale on May 11, 2018

• Morguard Corporation (MRC $116.63)
  • $116.63 P/E (TTM): 6.61X Cap: $1.24B
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Q: Hi team,

Any thoughts or comments on morguard corps Q1 results?

Thanks

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Read Answer Asked by Keith on May 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• SPDR Homebuilders ETF (XHB $113.02)
  • $113.02 P/E (TTM): 12.67X Cap: $1.96B
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Q: Is it worth holding this stock?
How about replacing it with TRICON (TCN) even if one is US and one CAN.
Thanking you for advise-Ebrahim

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Read Answer Asked by ebrahim on May 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hi Guys,
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.

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Read Answer Asked by John on May 10, 2018

• BTB Real Estate Investment Trust (BTB.UN $3.77)
  • $3.77 P/E (TTM): 8.52X Cap: $332M
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Q: Is this a good stock to buy at this time? How safe is the dividend?
Thanks Wayne

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Read Answer Asked by wayne on May 10, 2018

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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Q: Can I have your views on the latest 1st quarter earnings for this company.

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Read Answer Asked by Jacques on May 09, 2018

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.49)
  • $12.49 P/E (TTM): 25.79X Cap: $3.62B
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• Morguard Real Estate Investment Trust (MRT.UN $5.75)
  • $5.75 Cap: $373M
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Q: I am retired and have held MRT.UN in a RIF for a number of years, but it has dropped 20% in value in that time and although I appreciate the 7%+ yield, it is just languishing there with what seems very little prospect of growth. It does seem to have stopped dropping in value though.

On the other hand, DIR.UN has been on a bit of a tear in the last 3 months and also offers a high dividend. I am considering switching to DIR.UN, but wonder if this rally is played out and if it's likely to maintain its value or slump under profit taking. I'm a bit wary of switching from a loss position in one stock to buying high and losing more on the next one.

Do you have any thoughts on making this switch?

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Read Answer Asked by John on May 09, 2018

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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Q: How does it compare to other Industrial REITS? Is this area becoming over-built compared to Office, Residental etc.

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Read Answer Asked by Gordon on May 09, 2018

• Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
  • $14.25 P/E (TTM): 6.6X
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Q: I would appreciate having your thoughts on ACR.UN and their announcement regarding a special distribution following the sale of Parkway Place in Toronto for $256.3 million.
Thanks, Jim

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Read Answer Asked by James on May 07, 2018

• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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Q: The earnings yield on IIP.UN appears to be around 22.4%. Annual EPS in 2017 was very high compared to 2013-16 EPS figures (as per Morningstar). TD doesn't show any earnings consenus estimates for 2018-20. Was 2017 a one time event? Please clarify?

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Read Answer Asked by LARRY on May 07, 2018

• iShares S&P/TSX Capped REIT Index ETF (XRE $16.33)
  • $16.33 P/E (TTM): 17.07X Cap: $1.19B
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Q: Some company valuations are based on Net Asset Value (NAV) while others are based on Book Value (BV). What is the difference between NAV and BV per share?

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Read Answer Asked by Nawaz on May 07, 2018

• Chartwell Retirement Residences (CSH.UN $19.26)
  • $19.26 P/E (TTM): 86.73X Cap: $5.60B
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• Sienna Senior Living Inc. (SIA $18.20)
  • $18.20 P/E (TTM): 44.98X Cap: $1.68B
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Q: Hi there,

Which of these would you say is better for income with some growth and why? What would make one a better buy than the other? Finally, once you identify your favourite of the two is it a buy, sell or hold?

Thanks

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Read Answer Asked by Tim on May 04, 2018