Q: Could I please have your comments on SmartREIT results. They appear very good to me. This REIT has been performing very well for many years but you don't seem keen to recommend it. Is there a particular reason?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Which of Slate Office Reit and Dream Industrial Reit is cheaper? WHat are the payout ratios of each - thanks.
Q: Hello 5i team.
I appreciate your answer a day ago which gives me a good understanding of the income from REITS in general.
As my questions stemmed from a specific interest in CAR.UN, am I to assume that your answers apply to CAR.UN? Do you wish to provide specific answers to my questions as these relate to CAR.UN.?
Can 5i inform which of the few REITs would be providing income that meets the qualification for eligible dividends?
Thank you,
SGR
I appreciate your answer a day ago which gives me a good understanding of the income from REITS in general.
As my questions stemmed from a specific interest in CAR.UN, am I to assume that your answers apply to CAR.UN? Do you wish to provide specific answers to my questions as these relate to CAR.UN.?
Can 5i inform which of the few REITs would be providing income that meets the qualification for eligible dividends?
Thank you,
SGR
Q: What are your thoughts on $418 million portfolio transactions. Do you still consider as buy, sell or hold.
Q: Can you give your opinion on MRG.un. The recent quarterly generated a nice pop in the stock, but debt is higher than I like. POR is excellent. Yield is good, and distribution is mostly ROC. But I'm not sure how much growth there will be?
Do you expect them to grow the stable of assets and the cash flow very much?
Do you expect them to grow the stable of assets and the cash flow very much?
Q: Your income portfolio shows this REIT to have a yield of 5.5%. Not bad in today's low interest rate environment. It seems that reits are trading at historically low yields. How high do you think the yield on ZRE or reits in general wowuld go if interest rates eventually normalize? For bonds, I would simply use the duration to calculate the price risk, but reits do not have a fixed term, even though they are ofter referred to as "bond proxies". Can you provide some insight into how high reit yields could go if interest rates were to normalize?
I really appreciate your work.
Thanks,
I really appreciate your work.
Thanks,
Q: Comment on quarterly results and outlook? Stock is finally returning to its highs..
Q: Recently Peter's response to a member question mentioned CAR.UN as a decent choice for a REIT for good income and growth prospects. That's got me started thinking about adding REITS to my non-registered account.
However, I am not educated about the tax implications of owning Canadian REITS in a non-registered account. Is income from CAR.UN an eligible dividend to qualify for the dividend tax credit? Or is it treated as straight income that is fully taxable, or are there some other form of tax treatment that is done with income from Canadian REITs?
If eligible for the dividend tax credit, are there other Canadian REITs that look attractive from a growth, income and favourable tax treatment perspective?
SGR
However, I am not educated about the tax implications of owning Canadian REITS in a non-registered account. Is income from CAR.UN an eligible dividend to qualify for the dividend tax credit? Or is it treated as straight income that is fully taxable, or are there some other form of tax treatment that is done with income from Canadian REITs?
If eligible for the dividend tax credit, are there other Canadian REITs that look attractive from a growth, income and favourable tax treatment perspective?
SGR
Q: Hello,
Can you please comment on this morning's Innvest deal and what appears to be a discount in the current market price.
Thank you
Can you please comment on this morning's Innvest deal and what appears to be a discount in the current market price.
Thank you
Q: I currently hold a 2% position and would like to increase my REIT holdings. Would you suggest a single position or an ETF ? Would you continue to hold Boardwalk ?
Q: looking over the residential reits, wondering what you think of these two. They are smaller and perhaps have been overlooked.
Thank you.
Thank you.
Q: Could I please have your analysis of Pure Multi Family Reit first quarter results?
Thanks
Dave.
Thanks
Dave.
Q: Hi Guys
What is your take on Dream Office Reit
Thanks Mike B
What is your take on Dream Office Reit
Thanks Mike B
Q: Hello Peter,
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks
Q: Hello Peter and Team, What do you think about the first quarter results ? Thank you.
Q: Hello 5i
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave
Q: What are your thoughts about this company?
Thanks,
Thanks,
-
Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
-
WPT Industrial Real Estate Investment Trust (WIR.U)
Q: Incredible buying on reits to what appears to be extreme over pricing. So now it's the overlooked undervalued I seek.
I am looking at aar.un and plz.un as undervalued. Would you agree or could you suggest a few.
Thank you.
I am looking at aar.un and plz.un as undervalued. Would you agree or could you suggest a few.
Thank you.
Q: MST.UN just released its Q1 results. Kindly give us an overview on those results and the future prospects. In particular the cash flow and the likelihood of an increase in distribution to the unit holders.
Should we be concerned about the slight decline in occupancy rates?
Should we be concerned about the slight decline in occupancy rates?
Q: looking at replacing car.un by mrg.un , your thaoghts
Thanks
Thanks