Investment Q&A

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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Q: Hi team

Could you comment on the recent earning by Pure Industrial REIT AAR.UN. I would think going forward their industrial exposure to the USA would be very positive for the stock if the economy takes off. The stock has fallen quite a bit since the recent earning release (I realize part of this is because all high dividend stocks have fallen). I am wondering if I should add more at these levels in a well diversified portfolio?

Stuart

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Read Answer Asked by Stuart on November 15, 2016

• H&R Real Estate Investment Trust (HR.UN $10.38)
  • $10.38 Cap: $2.92B
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Q: Think you missed the distribution increase for HR.UN "The trustees have approved an increase in the current monthly distribution per Stapled Unit resulting in a $0.03 annual increase to a total of $1.38 per annum."

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Read Answer Asked by Madeline on November 15, 2016

• H&R Real Estate Investment Trust (HR.UN $10.38)
  • $10.38 Cap: $2.92B
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Q: Any comments on Q3 results?

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Read Answer Asked by Greg on November 14, 2016

• EQB Inc. (EQB $113.14)
  • $113.14 P/E (TTM): 19.74X Cap: $4.22B
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Q: Any thought on Equitable Group's latest results? Share value is down over 5% on news of increased dividend, increased EPS and increased ROI. Is this because of the mortgage market overall in Canada?

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Read Answer Asked by Mark on November 14, 2016

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X
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Q: Your thoughts on the recent earnings - thank you.

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Read Answer Asked by Brent on November 14, 2016

• Milestone Apartments Real Estate Investment Trust (MST.UN $22.15)
  • $22.15 P/E (TTM): 36.3X
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Q: Can I have you opinion on Q3 results. Thanks.

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Read Answer Asked by Darcy on November 11, 2016

• Artis Real Estate Investment Trust (AX.UN)
  • Cap: $920M
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Q: Not far off 5 year lows and on a dropping trend. Yield is quite high so everyone is expecting a dividend drop I would think. Time to invest or not? If not, what would change your mind?

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Read Answer Asked by Tim on November 11, 2016

• SmartCentres Real Estate Investment Trust (SRU.UN $27.97)
  • $27.97 P/E (TTM): 35.51X Cap: $4.81B
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Q: There has been a significant drop in the share price (~20%) over the last month which I can't understand from the quarterly results. Occupancy remains very high and all metrics appear good to my untrained high except for net income and comprehensive income over the last 3 months, but good over 9 months. Can you shed some light for me please?

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Read Answer Asked by jacques on November 11, 2016

• Ravelin Properties REIT (SOT.UN $0.03)
  • $0.03 Cap: $2M
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Q: Any reason for the big drop today?

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Read Answer Asked by terry on November 11, 2016

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Can I have your thoughts on FCR. Results looked good to me but is trading down today.
Thanks John

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Read Answer Asked by John on November 10, 2016

• BTB Real Estate Investment Trust (BTB.UN $3.70)
  • $3.70 P/E (TTM): 14.92X Cap: $342M
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Q: Could you please comment on the latest results?

Thanks

Peter

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Read Answer Asked by Peter on November 09, 2016

• Temple Hotels Inc. (TPH $2.10)
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Q: Can I get your thoughts on Temple's recently announced rights offering. What would be the company's rationale for doing so and what is the impact on existing shareholders?

Thanks

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Read Answer Asked by Scott on November 08, 2016

• Chartwell Retirement Residences (CSH.UN $20.95)
  • $20.95 P/E (TTM): 105.25X Cap: $6.59B
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• Extendicare Inc. (EXE $33.25)
  • $33.25 P/E (TTM): 28.66X Cap: $3.02B
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• Sienna Senior Living Inc. (SIA $22.38)
  • $22.38 P/E (TTM): 46.1X Cap: $2.35B
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Q: Can you compare the key metrics for these seniors REITS and indicate your order of selection. CSH seems most favoured by analysts but has lowest distribution, why? Do you consider these a buy right now?

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Read Answer Asked by Kirk on November 07, 2016

• Sienna Senior Living Inc. (SIA $22.38)
  • $22.38 P/E (TTM): 46.1X Cap: $2.35B
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Q: I am considering buying SIA. But you comparitve analysis at the end of your Chartwell report indicates SIA has a PE of about 44 vs the average PE of the group is in the mid teens. This scares me. Am I missing something. Your comments please.

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Read Answer Asked by MANFRED on November 07, 2016

• Artis Real Estate Investment Trust (AX.UN)
  • Cap: $920M
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Q: What do you think of Artis as a buy here on its recent pullback? Any other REITS that look cheap to you?

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Read Answer Asked by John on November 07, 2016

• Costco Wholesale Corporation (COST $1,030.89)
  • $1,030.89 P/E (TTM): 69.46X Cap: $453.35B
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• Sienna Senior Living Inc. (SIA $22.38)
  • $22.38 P/E (TTM): 46.1X Cap: $2.35B
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Q: Why there has been SIGNIFICANT drops of 2 above stocks recently.?Thank you.ebrahim

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Read Answer Asked by ebrahim on November 07, 2016

• Artis Real Estate Investment Trust (AX.UN)
  • Cap: $920M
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Q: Can you comment on the Third 1/4 results for Artis Reit? Does the current yield look sustainable?

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Read Answer Asked by BRYAN on November 04, 2016

• Chartwell Retirement Residences (CSH.UN $20.95)
  • $20.95 P/E (TTM): 105.25X Cap: $6.59B
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• Sienna Senior Living Inc. (SIA $22.38)
  • $22.38 P/E (TTM): 46.1X Cap: $2.35B
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Q: We own both of these companies in a riff account for the dividend and hopefully some growth given the demographics. Any reason why they have dropped so much recently ( seems to be more than the market) and would you buy more at these prices?
Thank you. Maggie

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Read Answer Asked by Maggie on November 04, 2016

• BMO Equal Weight REITs Index ETF (ZRE $23.32)
  • $23.32 P/E (TTM): 25.68X Cap: $618M
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Q: My question is about REITs in general. When I hear of management disposing of non-core investment properties I usually cringe as I feel like the buying and selling is just churning and move from one thing to the next while pay themselves finders fees and all the 3rd party fees for buying and selling. Why can't REITs have a strategy to buy and hold or is this a too simple a strategy in practice?

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Read Answer Asked by Eugene on November 04, 2016

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
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Q: cominar reit please give thoughts on their report today thank you

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Read Answer Asked by Cliff on November 04, 2016