Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.
What concerns would you have here?
Debt? Insecure dividend?
Q: On October 30th. Peter asked you about the recent results is AP.UN.
In your response you indicated that AP.UN increased the distribution by 11%
Is this an increase over and above the $1.80 dividend indicated now ? Is the new dividend $1.80 + 11% of $1.80. ?
Thanks.
I know that there are diversification benefits to owning ZRE vs individual REITs in Canada. But for a 1-2% portfolio weight, I wonder if I might be better off with a name like CHP.UN purely for income given the quality of their largest tenant.
I have owned ZRE for awhile now, but have to admit to being underwhelmed by its performance.
Q: Is there any news on Granite REIT or is it falling due mostly due to expectations of rising interest rates? It appears to have dropped below any recent support levels. Being down 15% in my holding, is now the time to add more or perhaps move out of REITs all together towards another sector (which) or another REIT (say DIR.un)?
I am thinking of getting back into INO for the dividend. I have owned it in the past but sold it before the market volatility.
At the current share price it looks attractive but do you think the dividend is reasonably safe? (Recognizing you don’t have a crystal ball)
And do you see a more optimistic future for INO if interest rates decline next year?
If you think there are better REITs with comparable dividends any suggestions would be appreciated.
Q: Fortunately I sold PRV.un and NXR.un over a year ago and now wondering if it is time to repurchase. I'm reminded of Warren Buffet's expression to be "greedy when others are fearful" and there is lots of fear out there at the moment. In your opinion, what are the three most important ratios when evaluating REITs and what are the yellow (caution) the RED (danger) zones for those ratios? What are the ratios for the subject REITS?
Q: Hi, I'm interested in Dream Unlimited Corp as a long term investment, and would appreciate your thoughts on this company. Also, held as the entity DRM:CA (vs DIR:UN:T, for example), would this be eligible for the dividend tax credit and thus best held in a non-registered account? Thank you
Q: Recently an analyst specializing on REITs said "We believe the ability for select names to maintain current distribution levels is ‘below average’, including Dream Office REIT, European Residential REIT, Extendicare Inc.,, Melcor REIT, Northwest Healthcare Properties REIT, etc. "
Does this mean there is a strong possibility that the distributions will be cut for the above noted REITs ?
Thank you as always for your insight.