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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: Hello Peter, I have a full position in XRE and I want to add to my REIT holdings. While the yield on XRE is somewhat higher than CAR.UN or CSH.UN and I obviously get diversification, I'm paying an MER of .6% and its performance over 1-5 year time frames has significantly lagged both of these alternatives. For a long-term conservative income holding in a diversified portfolio, which of these three would you suggest? (Or if another REIT seems more compelling for this purpose, please suggest.) Thank you!
Read Answer Asked by James on October 25, 2015
Q: Hi team-

Is there a healthcare REIT geared towards senior housing that you currently favour? I am looking for one that:

- is a good (extremely) long term hold.
- has quality management.
- distributes a decent payout that is raised annually.
- is currently not expensive.
- will hold up reasonably well in a rising interest rate environment.

Thanks.

Jim
Read Answer Asked by James on October 25, 2015
Q: Find it hard to believe this Co.is worth only 19.25 With a 2016 affo estimate of 2.25 by TD Waterhouse,thats a 8.5x multiple with a 70% payout yielding 8.4%! Debt.at a manageable 59% ,Alberta representing 16% of portfolio after the merger. Please comment.
Read Answer Asked by John on October 22, 2015
Q: I am looking to add a solid, long term real estate investment to my portfolio. I am trying to decide between RioCan and Brookfield Office. They both seem well managed, large and well-financed. The main differences I see between the two is that one (BOX) is the office space while the other is more retail oriented and secondly, BOX has international holdings (mainly US?) while REI is said to be exiting the US market.

What are your views on these two companies or is there another option I should be considering (I know yo like Chartwell)? I am more interested in total overall return, whether it be from dividends, growth or both.

Thanks for insight.

Paul F.
Read Answer Asked by Paul on October 21, 2015
Q: Brookfield claims this company has a total return on equity potential of between 12-15% per year. It is paying about a 5% dividend. Do you think this return target is realistic in the future with slowly rising rates? Thank you.
Read Answer Asked by Michael on October 21, 2015
Q: HI GUYS
I Hold 851 shares TPH and is no concern .Recently they added
851 rights, could you tell me something about them ,and in your
opinion what to do with them . Thxs Bob
Read Answer Asked by bob on October 16, 2015
Q: I own share of Regal. What is procedure to cash out on recent purchase of company ?
Tks
Jean
Read Answer Asked by Sherrill on October 15, 2015
Q: could you comment on tmc,seems like a gradual decline over time.
Read Answer Asked by terrance on October 13, 2015
Q: Hello Team,
Would you please provide your thoughts on investing in BPY? I do not presently own any REIT type investments. If BPY is purchased on the TSX, will the dividends (unit payments?) I receive be treated as income from a Canadian company or would the US withholding tax apply?
Thanks,
Richard
Read Answer Asked by Richard on October 12, 2015
Q: Good Day Peter & Co.
I own 3500 units of AAR.UN in my TFSA. I have owned it since their IPO several years ago.For the last couple of years their dividend payout ratio has been creeping up According to The Globe & Mail payout ratio calculation, AAR's payout ratio is 108.30%. Do you agree with their calculation? If so, should I be selling some or all of my holding.
Many thanks for your valued opinion.
Read Answer Asked by Linda on October 09, 2015
Q: Could you comment on the Killam proposal to convert from corp to REIT. What are the pros and cons to a shareholder, and in general, do you see this as a positive move?

Thank-you
Read Answer Asked by grant on October 09, 2015
Q: Hi. I believe that CREIT is one of the more venerable and respected Canadian REITs. It has a beta of less than 0.3 which should useful in these volatile markets. It yields a respectable 4%. It is off approximately 20% from its high. It was upgraded this am. Can you comment on NAV, AFFO, and balance sheet/debt risk. It looks like a good buy here with a 10 to 20% total return over a year. UOM
Read Answer Asked by Uthaman on October 08, 2015
Q: I am starting a new position in either AX.UN or AX.PR.G. It would seem the distribution is safer with the preferred, but there's more upside in the actual unit price of AX.UN. Is this accurate? Of the two, which one would you pick?
Read Answer Asked by kelsi on October 08, 2015
Q: hmmm ... I'm seeing that Mainstreet Equity, which owns apartment houses in Western Canada, hasn't risen along with the oil stocks. It certainly declined along with the energy sector. But now it's not going back up. What do you think the disconnect is? Is it a sign the MEQ is mis-priced?
Read Answer Asked by Jerry on October 08, 2015
Q: What is your opinion of and advice on public vs. private apartment rental REITs like Centurion Apartment.

Read Answer Asked by Jean on October 06, 2015
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