Q: Does the combination of H&R and RioCan provide sufficient diversification in the REIT sector (5% weighting)? Should I add another name (perhaps in residential) or shift to an ETF? Can you also please provide the breakdown for each by segment (industrial, office, commercial) and geography in your answer. Thank you.
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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: Any latest thoughts on ZRE vs holding CSH.UN/HR.UN/CAR.UN and IIP.UN? Thanks.Paul
Q: Very successful management team. What is your take on this company.
Q: Your current view on CGR (ETF- ishares global real estate index).
Your top choice in this sector (ETF), for the next 5 years.
Many Thanks .
P.
Your top choice in this sector (ETF), for the next 5 years.
Many Thanks .
P.
Q: What is your opinion on allied proporties, they recently increase their dividend, Broker are bullish on the name with 40$ target .
thanks.
thanks.
Q: How would you compare TNT.UN and Sot.un ? Both are small comercial reits with high yields and Tnt.un just seems to go down.
Q: Thoughts on earnings and the future outlook? Do you feel they will be able to continue double digit growth and showing value despite the ongoing Alberta headwinds... Seems to be priced very attractively vs. NAV and their track record.
Q: Hello Peter and Team,
Dream office seems to be on a downward spiral. How stable is the dividend at 13%? How is it's valuation compared to others in the sector? As well, would you recommend adding to a position at todays valuation?
Thank you for all your hard work,
Wes
Dream office seems to be on a downward spiral. How stable is the dividend at 13%? How is it's valuation compared to others in the sector? As well, would you recommend adding to a position at todays valuation?
Thank you for all your hard work,
Wes
Q: Hello team, Could I get your comments on yesterday's HCG's revised ROE target. Your latest report is from Feb 2015, would you still rate it A- today?
Thank you!
Thank you!
Q: With exposure to Alberta and future growth and revenue how would you compare Ax.un and D.un ?
Q: Hi team
Could have your take on ai
Thanks Mike B
Could have your take on ai
Thanks Mike B
Q: Would like your opinion on btb.un, particularly after news of
sale of 2 Quebec properties $7.6 mln.
Last heard, Fair value was $5.00
Thank you.
sale of 2 Quebec properties $7.6 mln.
Last heard, Fair value was $5.00
Thank you.
Q: You commented in early November that you thought this was a good REIT with attractive sustainable dividend yield. Since then it has dropped below $8.50 to within 5% of the 52 week low. Div yield looks even more attractive now. Any change to your view?
Thanks
Thanks
Q: After the big dip - it looks very attractive - but I have 2 questions: 1) What property or properties caused a loss of 132mm in the second qtr. of this year & 2) what percentage of their total portfolio is in the West - excluding BC? Thank you.
Q: What is you take on InterRent REIT? Do you see much upside or should this be held for dividend only?
Ray
Ray
Q: Hi Peter & Team,
In my RRIF, the only real estate holding is a position in FCR, which has been a nice "steady eddy".I'd like to add an "apartment" type REIT or real estate holding. I know you like TCN, but I see that they have some Alberta exposure. Which of the following would you suggest at this time for a position: TCN, MST.UN, or RUF.UN? (My feeling is that the apartment market might be better in the US, so that's why I've focused on these three names).
Thanks in advance for your valued suggestions.
In my RRIF, the only real estate holding is a position in FCR, which has been a nice "steady eddy".I'd like to add an "apartment" type REIT or real estate holding. I know you like TCN, but I see that they have some Alberta exposure. Which of the following would you suggest at this time for a position: TCN, MST.UN, or RUF.UN? (My feeling is that the apartment market might be better in the US, so that's why I've focused on these three names).
Thanks in advance for your valued suggestions.
Q: Good morning folks,
Would you be able to give the pro,s and cons of buying BEI.UN at this time? I know interst rates possibly could start drifting up soon but from what I can find out they have a six percent yield with a sixty percent payout ratio ,also have come down a long way from their highs. The "Alberta" influence could last a while longer but I don't think we'll be in the tank forever .
Thanks again,
Larry
Would you be able to give the pro,s and cons of buying BEI.UN at this time? I know interst rates possibly could start drifting up soon but from what I can find out they have a six percent yield with a sixty percent payout ratio ,also have come down a long way from their highs. The "Alberta" influence could last a while longer but I don't think we'll be in the tank forever .
Thanks again,
Larry
Q: Apologies for asking yet another TCN question (you always get company questions waves) but I'm trying to wrap my head around the current price with thoughts of adding more. Except for the recent ok quarter isn't it a perfect buy for w/most of its income in US$ and a bright young leadership ? Does the upcoming .25% interest rate increase change the landscape that much ? Thanks to you I bought mid $7s, sold ~$11 and then bought again last week at $9 which looked like support. I have no complaints at all; nothing but thanks; just trying to understand.
Q: Hi Peter and Staff
I have my own ETF built of REIT type investments so no position is large.I have done well on Tricon but with some analysts concerned with their last quarter and many blowing the horn for HOT.UN, I wonder if I should split my Tricon in half to pick up some HOT.UN . Dividends are not needed not but must admit it looks nice versus TCN unless TCN is going to really pick up some big gains on their cheap real estate down the road when I still hold it? Would you just stick with Tricon or split it with HOT.UN ? and why?
Thanks for all you do
Dennis
I have my own ETF built of REIT type investments so no position is large.I have done well on Tricon but with some analysts concerned with their last quarter and many blowing the horn for HOT.UN, I wonder if I should split my Tricon in half to pick up some HOT.UN . Dividends are not needed not but must admit it looks nice versus TCN unless TCN is going to really pick up some big gains on their cheap real estate down the road when I still hold it? Would you just stick with Tricon or split it with HOT.UN ? and why?
Thanks for all you do
Dennis
Q: I have been into and out of RUF a couple of times but do not own it right now.
Currently I like the 6.7% yield and am thinking that it is well priced with the drop in share prices. But with the new equity offering just announced, I am wondering if I should wait in the expectation of further price declines or if this would be a good buying opportunity.
What do you think? Are there other REITs that you would rank significantly highter than RUF?
Thanks.
Currently I like the 6.7% yield and am thinking that it is well priced with the drop in share prices. But with the new equity offering just announced, I am wondering if I should wait in the expectation of further price declines or if this would be a good buying opportunity.
What do you think? Are there other REITs that you would rank significantly highter than RUF?
Thanks.