Investment Q&A

• First Capital Realty Inc. (FCR)
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR
• H&R Real Estate Investment Trust (HR.UN)
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN

Q: Hi - I am looking to invest in a real estste reit/etf that has income but low debt. - Any suggestions?

Upvote 0

Read Answer Asked by Ron on November 20, 2017

• Invesque Inc. (IVQ.U)
  • View IVQ.U Profile
  • View Questions on IVQ.U

Q: interested in your perspective on this company; today's financing appears to stretch the valuation, but market appears favourable to transaction. thoughts?

Upvote 0

Read Answer Asked by don on November 17, 2017

• PRO Real Estate Investment Trust (PRV.UN)
  • View PRV.UN Profile
  • View Questions on PRV.UN

Q: would you be kind enough to give me an updated opinion on the company , please and thank you...quarterly numbers have been released recently....Cheers

Upvote 0

Read Answer Asked by Cam on November 17, 2017

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: First of I would like to thank you for the quality of the new format. My concern at this time is the increase in the exposure to US retail when this sector is in secular decline. Having said this, I read that they do have a 95% occupancy rate. Your thoughts. Nigel.

Upvote 0

Read Answer Asked by Nigel on November 17, 2017

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Pure Industrial Real Estate Trust (AAR.UN)
  • View AAR.UN Profile
  • View Questions on AAR.UN

Q: I have a well diversified RRSP account with focus on income and of course some growth. The only real estate holding I have is BYP.UN and would like to add another. I am trying to decide between AAR.UN or CAR.UN. Which would be your chose, if either. I am open to other suggestions.
Thanks

Upvote 0

Read Answer Asked by Roy on November 17, 2017

• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Could you please explain the rationale for the following? TSU announced they will be consolidating 10 Common Shares into 1 New Common Share (~$269 CAD) Followed, at a later date, by splitting 1 Common Share into 10 Common Shares. Thanks.

Upvote 0

Read Answer Asked by RANDALL on November 17, 2017

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: Brookfield Properties Preferred is available with different extensions from .x, .g, .t, .c, .p, .w, .a, etc. Are all these different preferreds and how can you tell which one is the best one to buy? Many tnx and great upgrade to the site.

Upvote 0

Read Answer Asked by Jacques on November 16, 2017

• Ventas Inc. (VTR)
  • View VTR Profile
  • View Questions on VTR

Q: Good morning from the West Coast.
I have the full model portfolio for Income.
I would like to add a REIT.
What is you analysis for VTR for a long term hold in Income?
Thanks
Rick

Upvote 0

Read Answer Asked by Richard on November 16, 2017

• Home Capital Group Inc. (HCG)
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: Hello,
Could you please comment on HCG's earning, outlook and its valuation. Is it cheap compaire to EQB? Is HCG worth hold if it is already owned.

Thanks

Upvote 0

Read Answer Asked by Victor on November 16, 2017

• Brookfield Business Partners L.P. (BBU.UN)
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: Hi
I though this company had reported on 6 Nov
If so, may I have your comments please.

Upvote 0

Read Answer Asked by Margot on November 16, 2017

• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Pure Multi-Family REIT LP (RUF.UN)
  • View RUF.UN Profile
  • View Questions on RUF.UN

Q: Please give your opinion on this REIT's third quarter results released today. Is this a good entry point for a full position primarily for income. Other than CAR.UN, can you recommend other apartment REITS for income?

Upvote 0

Read Answer Asked by Jean on November 16, 2017

• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: Chartwell Retirement Residence announced today a $245 million dollars bought deal with a nice discount of 3.10% the funds will be used by the company to finance the purchase of five retirement residence in Alberta. Do you like the acquisition? Would you participate in the deal? I do like the sector due to the demographic trend, and I am an income oriented investors.

Upvote 0

Read Answer Asked by OSCAR on November 16, 2017

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Boardwalk Real Estate Investment Trust (BEI.UN)
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Hi Team,
In your response to Joanne, Nov 14 regarding comparison of BEI.UN and CAR you state :
"and we would much prefer CAR, and would have concern on CAR's distribution." Did you really mean you have a concern with CAR's distribution?
Also in light of BEI's announced distribution cut starting Jan 1, 2018 and their new growth plans do you believe the bad news is now priced in and this is a good buy currently considering down to $40 this am?

Thanks for your sevice,

Steve

Upvote 0

Read Answer Asked by Steve on November 15, 2017

• Boardwalk Real Estate Investment Trust (BEI.UN)
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Could you compare BEI.UN and CAR.UN re: dividend safety and potential for growth? Given the Q2 FFO for BEI and year projections, do you think the business can continue to cover the dividend? How do you rate BEI versus CAR.UN ? Would you rate one over the other as a buy at this time? Thank you kindly for your analysis.

Upvote 0

Read Answer Asked by Joanne on November 15, 2017

• GGP Inc. (GGP)
  • View GGP Profile
  • View Questions on GGP

Q: GGP is a retail mall reit.
What does Bam.a see in the company that others are missing?
What would be the equivalent stock in Canada to GGP?

Thanks Ian

Upvote 0

Read Answer Asked by ian on November 15, 2017

• Sienna Senior Living Inc. (SIA)
  • View SIA Profile
  • View Questions on SIA

Q: Hi guys can I have your comments on q3 results
Thx stan

Upvote 0

Read Answer Asked by Stan on November 15, 2017

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
  • View BRE Profile
  • View Questions on BRE

Q: As a retired income investor I am considering BRE as a long term hold. The 8.5% yield is very appealing. The charts indicate oversold or close to being oversold thereby offering some upside gains as well.

All else being equal - weightings, diversification - would you consider this to be solid addition to one’s portfolio ?

Upvote 0

Read Answer Asked by Donald on November 15, 2017

• H&R Real Estate Investment Trust (HR.UN)
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: I am looking to replace HR.UN with a REIT that has minimal, or no retail exposure. Can you suggest a couple with comparable dividends, and better potential upside? Thank you.

Grant

Upvote 0

Read Answer Asked by Grant on November 14, 2017

• Boardwalk Real Estate Investment Trust (BEI.UN)
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Please post the number of shares short on Boardwalk. It feels like time for a squeeze of the hedge funds who remain short this name.

Upvote 0

Read Answer Asked by malcolm on November 13, 2017

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: What’s your read on today’s 4% drop. I have a 3% position for long term income plus a little growth.

Thank you

Geoff

Upvote 0

Read Answer Asked by Geoffrey on November 13, 2017