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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.

Q: Hi, I would appreciate your thoughts regarding Nexus Industrial REIT. It's my understanding that this REIT has effectively transitioned from a mixed properties REIT to a more purely industrial REIT, in recent years. Can you confirm if that is your belief as well? In reviewing the firm's dividend history, it looks to me as though they may have increased their monthly dividend by 300% in Feb/Mar of 2021, from a payment of $0.01333 to $0.05333. Is that correct? Does the REIT generate sufficient cash flow to cover its current dividend and are you please able to provide your opinion about how "secure" the current dividend might be, going forward? Lastly, do you have any information regarding the REIT's current debt and how much of that debt may be of a variable rate and/or due to mature and need to be refinanced over the next year or two? I'd be personally worried about the sustainability of the dividend if a large amount of very low interest debt were to need to be refinanced at what I'm hoping are temporarily much higher rates of interest. It' my opinion that interest rates might be half of what they are today, within two years time from now. Thank you!
Read Answer Asked by Richard on July 30, 2023
Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?
Read Answer Asked by Alexandra on July 28, 2023
Q: Hi 5i Guys,
According to Morningstar, AX.UN has 0-Sells, 4-Holds and 1-Buy.

Div is very attractive at 8.37%. In your opinion, is it safe?

There was some thought that it might be bought because it's 'cheap'. Anything happening on this front that you know about?

Do you think AX.UN is a Buy/Sell/Hold. If it's as Sell what would be a good candidate to replace it?

Thanks as always for your thoughts.
Read Answer Asked by Thomas on July 28, 2023
Q: Should I purchase ESRT as a recovery. When you go to New York you have to go to top of empire State Building a tourist destination. I understand a 90 % occupancy now Is it prestige address RAK
Read Answer Asked by bob on July 28, 2023
Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on
Read Answer Asked by Kel on July 24, 2023
Q: Good day,

Can I please have your updated analysis of Equinix? I have read all past questions on this stock dating back to 2016. Many of your responses mentioned high debt levels, low inside ownership and high valuation. Are these still factors? I have a small position but am trying to decide whether to add to make it a more meaningful position.

Thank you,
Read Answer Asked by Doris on July 18, 2023
Q: What's the best way to invest in Brookfield's Real Estate business?
Thanks
Read Answer Asked by Frank on July 18, 2023
Q: Presently I don't hold any Reits as investments. I would like to start off by purchasing two Reits. Can you please give me your top 3 recommendations in this sector. Thank You.
Read Answer Asked by Brian on July 11, 2023
Q: Hello 5i,
With the commercial vacancies, lenders just walking away from commercial properties abandoning payments, with working from home becoming the norm and with commercial property tenants and owners defaulting in payments, is dir.un still an investable REIT or should I take my small prfit and run? I have a 5-10 year outlook, am an older value investor enjoying the dividends. If there is a suggestion to sell would you suggest an alternative please
Stanley
Read Answer Asked by STANLEY on July 05, 2023
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.

2 nd question
Please give me your top pick in each sector regardless of US or CAD

Thanks for your help with this
Read Answer Asked by Terence on July 04, 2023
Q: Hi, a few years ago I got tired of trying to pick winners in the REIT space and invested in your model portfolio choice of ZRE. I'm wondering now if some of the equal weight holdings are starting to be a drag on performance, that may continue into the medium term? The same average yield could probably be obtained with a few individual securities like CAR and DIR with maybe a better outlook for capital appreciation in that same medium term (understanding that you would be moving up the risk scale again)? Do you think you would do better as a stock picker in this space today or stick with the ETF? If the former, do you have better suggestions today than the two named? Thanks.
Read Answer Asked by Stephen R. on July 04, 2023
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