Investment Q&A

Q: To what extent are these two - or others like them - influenced by higher rates. My understanding was that this had become a very competitive sector yet both have appreciated significantly in recent months. What are their prospects?

Q: BPY-UN has offered $30.10 per unit of BOX-UN on January 23.
BOX-UN closed at $31.25 on January 24.
Please confirm or explain following:
Is the BPY-UN offer all cash
Is a tax free rollover contemplated
When will the purchase close

Would you sell the BOX-UN into the market and buy an equivalent amount of BPY-UN? I am comfortable holding BPY-UN.

Would you recommend another Canadian "office" REIT to replace BOX-UN. I specifically purchased BOX-UN to represent high quality Canadian office REIT.

Thanks for the great service.

Q: Morningstar has placed H&R within its "Dangerous Portfolio", "that looks for companies with undesirable fundamental characteristics. The strategy itself is designed to underperform the market."

How to you rate H&R among Canadian REITS in general and among those focusing on commercial properties?

Q: I'm looking at US specialty REITS and wonder what you guys think of the numbers for SBRA (Sabra Healthcare Reit). Could you suggest anything better in the healthcare or senior care sector?

Q: Hi 5i
What do you think of Agellan REIT and safety of its 6.79% dividend ?
or would it be better to invest in a company like Atrium Mortgage Investment Corp in its latest New Issue of of 11.85 witha 7.43% didvidend?
This would be for our grandchildrens RESP account
Thanks
Kathy

Q: What are your views on KMP right now re secure income and some growth? Do you feel they will need to raise equity to fund recent acquisition? Thanks.

Q: Hello 5iTeam
RBC has just announced a IPO for Northwest Healthcare Properties REIT fir $10.10. Would you consider this comparable to Chartwell or Sienna and which would you prefer or just stay away from Healthcare altogether?
Regards
Kathy

Q: Background: I owned HOT.UN in my TFSA for the dividend in USD. but then my bank converted the dollars to Cdn (no choice there unless I held it in a USD account apparently) and then there was about 30% tax removed from the dividend as well.
Question: Is this normally what happens? Very confused as American Hotels is Canadian or so I thought.

Q: What suggestions do you have regarding Global Reits to invest in. This can be an ETF or individual Reits. I will then compare then to the Canadian ones you have recommended earlier.

Thank You

Paul

Q: Milestone received $120,,000 a unit for their apartments from Starwood.Mrg.un has 13215 similar units in the U.S..Are they valued at this level presently?
Thank
Bob rose

Q: Good Afternoon,

I had a full position in Milestone and today it is being sold. What are your thoughts on BPY.UN for replacement or would you have other names in the multi family residential properties? I know that BPY.un is not in the muti family residential property.

Thanks

Paul

Q: What would your choices be for possible replacements of MST.UN now that is being sold to Starwood? Joe

Q: I have a question about MST.UN- sell today or wait for dividend and better bid?
thanks
Don

Q: Please comment on the proposed takeover of Milestone announced this morning.

Q: Any chance of counter offers?

Q: I have a larger position in this stock. Would you recommend to sell all now or 50%?

Your opinion is very much appreciated.

Thank you.

Albert

Q: How would you compare Tricon and Milestone going forward for growth etc ?

Q: What are your thoughts on Riocan please?

Q: Could you comment on drip suspension and affects of.?

Q: Hi 5I :
if we work under the assumptions that
a) there could be serious volatility in the markets with the new USA president (due to global trade changes or some geopolitical events)
b) we want a decent market down protection (considering gold does not have any yield!)
c) we want some protection against higher interest rates (GRT.Un is the only reit that according to TD analysts will not have an impact in price if rates go up by 1%)(GRT net debt/GAV is 15%/, while 46% is the average for its group)
d) we are happy to get a 5.9% return while we wait for the uncertainties in a) to develop.
e) Granite main tenant (Magna) is solid, cheap and will pay the leasing. (what is the % of Magna in its revenues?)
Should not GRT be in every portfolio ?, how big an issue is its debt in US$ ?.
Thanks !!!