Q: Should we expect that AAR.UN and REITs in general will take a hit when US Fed increases interest rates. Thanks Joe.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Saw your suggestion for CPD, XHY, ZRE for dividend income and wondered what would drive each of these securities price performance given that their overall return will be a mixture of price appreciation/depreciation as well as yield and each has a significantly different price history. I'm not planning to blend as I think you should know what drives each investment. I also saw your two notes on CPD so what I think I need is an overview of the relevant price drivers please. Thank you
Q: Can you please recommend a Canadian reit that focuses on rental apartments,houses,etc. that focuses on the Maratimes,especially Nova Scotia? Thank you.
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Milestone Apartments Real Estate Investment Trust (MST.UN)
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Inovalis Real Estate Investment Trust (INO.UN)
Q: Hello 5i,
I have no REIT's in my portfolio and would like to add one that does not have Western Canada exposure. I have a long-term horizon of 7-10 years and am ok with small-cap risk. But is an 8% dividend yield crazy and unsustainable? Would you recommend one of these two REIT's? THX.
I have no REIT's in my portfolio and would like to add one that does not have Western Canada exposure. I have a long-term horizon of 7-10 years and am ok with small-cap risk. But is an 8% dividend yield crazy and unsustainable? Would you recommend one of these two REIT's? THX.
Q: what do you think about the future growth of this company?
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Gibson Energy Inc. (GEI)
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Veresen Inc. (VSN)
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OneREIT (ONR.UN)
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Timbercreek Mortgage Investment Corporation (TMC )
Q: I realize these are all in different sectors but,all have 8% plus dividends; for an RSP account. Diversification not an issue.Which in your view do you like the best and has the best up side as well as maintaining its dividend, mid to long term.
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H&R Real Estate Investment Trust (HR.UN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Artis Real Estate Investment Trust (AX.UN)
Q: Regarding my question earlier about 2 REIT's to diversify existing position in AX.un, I probably should have pointed out preference for market cap and mimimum current yield. I like (and anticipated) your recommendation of Chartwell however IIP.un sacrifices too much current yield and market cap security to make up for potential growth for me. Would CAR.un fit nicely given my desire for a larger market cap? Is H&R too much like AX.un? thx!
Q: TNT.UN announced today they are raising additional funds and issuing more shares Is this a concern as they just did another raise several months ago
I would be purchasing the stock for income only The payout ratio is 97%
Would you rate this stock a buy sell or hold
Thank you
Paul
I would be purchasing the stock for income only The payout ratio is 97%
Would you rate this stock a buy sell or hold
Thank you
Paul
Q: good morning:
I own shares in Brookfield property management {bpy] on nyse.
Since it pays dividends in u.s. funds and Canadian dollar so
low would I be smart to sell and buy bpy.un on Canadian side.
Not sure if I would gain since dividend is paid in u.s. funds
Would appreciate your comment.
thanks
I own shares in Brookfield property management {bpy] on nyse.
Since it pays dividends in u.s. funds and Canadian dollar so
low would I be smart to sell and buy bpy.un on Canadian side.
Not sure if I would gain since dividend is paid in u.s. funds
Would appreciate your comment.
thanks
Q: Have been declining for the last two weeks. Others like hr.un and iip.un closed to new highs. What's wrong with Chartwell which is your favorite pick in the sector?
Thanks,
Jim
Thanks,
Jim
Q: in view of the 2nd quarter report and write down what is your opinion for the future of D.UN
Q: Hello Peter & Team, as it stands right now BEI.UN shares have decreased by more than 12% whithin a week. I have a full position in BEI.UN. Should I switch to another REIT? Thank you, Gervais
Q: Just a comment to Greg about holding HOT.UN in a TFSA - there is a US withholding tax on distributions that would apply to a TFSA. I don't know the amounts, but it probably should be investigated before investing.
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H&R Real Estate Investment Trust (HR.UN)
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Artis Real Estate Investment Trust (AX.UN)
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Chartwell Retirement Residences (CSH.UN)
Q: I have sold most of my REIT's I own except for three.
HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)
I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do
Your thoughts?
HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)
I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do
Your thoughts?
Q: Hi Peter. Would there be much point in selling Smart Reit and buying Sienna Sr. Living to reduce my Reit holdings (18%) and increase my Health Care (0%)? I'm thinking they will act the same if interest rates ever rise.
Thanks
Thanks
Q: BEI.UN getting hammered last few days because of concern over rentals and general poor state of economy in Alberta due to weakness in oil patch. Would you agree this is a good buying opportunity?
Steve
Steve
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Tricon Residential Inc. (TCN)
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Milestone Apartments Real Estate Investment Trust (MST.UN)
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Pure Multi-Family REIT LP (RUF.UN)
Q: Pure Multi Family REIT declared Q2 results which looked pretty good. Also disposed off a property and bought an AA property (as per announcement yesterday). They are doing all the right things. They have lagged Milestone Apartments REIT which has taken off in the last month or two.
What is your opinion on Pure Family REIT ? You had mentioned it was expensive some time back compared to MST.UN. Does this opinion still stand ?
and out of the three companies which would you prefer for income and some growth. Thank You.
What is your opinion on Pure Family REIT ? You had mentioned it was expensive some time back compared to MST.UN. Does this opinion still stand ?
and out of the three companies which would you prefer for income and some growth. Thank You.
Q: Artis AX.UN has been very weak recently, following the release of latest results and a $115.0 Million Equity Offering to acquire an Office Portfolio in Madison, Wisconsin.
How do you view the overall news?
Would you buy on the weakness?
How do you view the overall news?
Would you buy on the weakness?
Q: Northwest healthcare just reported their latest earnings, would you comment on them. thanks
Q: Please comment on results of NVU.UN .Appreciate your usual great services & views