Q: This morning I read your comments on NWH.UN where you stated in your view risk had increased and it didn't need to be owned. I've owned it for quite some time and am still in a plus position on it but admit to not really following it for some time now. Kind of parked it and forgot about it ...... Could you elaborate on your thesis and go over the parts of the business you don't care for and why ? And why risk has increased ? Thanks Garth .....
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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: Please give me you opinion on both companies and which one would you prefer and why? What price would you buy at?
- Chartwell Retirement Residences (CSH.UN)
- Dream Office Real Estate Investment Trust (D.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
Q: Those 3 stocks did underperform,the objective being safety meaning low risk of becoming out of business could you comment as "hold,buy or sell" ?
Q: He Peter and Team: will this be a good entry point for this Co., with its book value at $9.6.
The income at 12% is certainly enticing.
If not, can you give 2 other REIT as a good alternative? Thank you
The income at 12% is certainly enticing.
If not, can you give 2 other REIT as a good alternative? Thank you
Q: Can I get your thoughts on this stock at its current price and can you comment on the managment’s strategy to divest off parts of its portfolio.
How much do you think recent sell off is stock specific vs sector
In general when would expect REITs to come back in favour
How much do you think recent sell off is stock specific vs sector
In general when would expect REITs to come back in favour
Q: Good Morning
Today Allied announced that a buyer has been found for their Data Center after six months. A Japanese corporation will pay $1.3 billion. As well, Allied will pay to existing shareholders a special distribution. $1 billion of the proceeds will be used to reduce debt. Aren’t these positive developments? I am wondering why the market is reacting negatively. Allied is down today almost 3% to a level not seen since 2008.
Can you please provide some insight ? Any estimated probability with respect to the dividend cut will be appreciated. Do you advise an income investor to hold or sell ?
Thanks for your on going support.
Today Allied announced that a buyer has been found for their Data Center after six months. A Japanese corporation will pay $1.3 billion. As well, Allied will pay to existing shareholders a special distribution. $1 billion of the proceeds will be used to reduce debt. Aren’t these positive developments? I am wondering why the market is reacting negatively. Allied is down today almost 3% to a level not seen since 2008.
Can you please provide some insight ? Any estimated probability with respect to the dividend cut will be appreciated. Do you advise an income investor to hold or sell ?
Thanks for your on going support.
Q: North West Health's dividend now yields 12.09%. Is this sustainable and if it is cut what potential impact will it have on the already low share price.
Q: what is your thoughts on CEN102 ?
thank you
thank you
- Brookfield Renewable Partners L.P. (BEP.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Equal Weight Utilities Index ETF (ZUT)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- Hydro One Limited (H)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Thanks,
Len
Q: Why are they consolidating the shares? They are nowhere near a delisting price.
Why do you think the market is unphased by the yield reduction. Even an anticipated cut almost always creates a drop. Occasionally a boost of course.
Why do you think the market is unphased by the yield reduction. Even an anticipated cut almost always creates a drop. Occasionally a boost of course.
Q: A while back there was question about DIR.UN and it was asked what was the catch that this company was paying an extra high dividend something along those lines. Your answer was that when the dividend was paid the stock would drop more than what the dividend was. I tried to find the question and couldn't. I noticed Dream is down considerably lately. Is this because of the dividend that was paid? I haven't noticed it in my account lately. Thank you and hopefully you can enlighten me on this.
- SmartCentres Real Estate Investment Trust (SRU.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Laddered Preferred Share Index ETF (ZPR)
- Vanguard Real Estate Index Fund ETF (VNQ)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Stag Industrial Inc. (STAG)
- TD Active Preferred Share ETF (TPRF)
Q: If the scenario plays out of higher interest rates for longer; is it logical to presume Reits, and Preferreds, -both sensitive to interest rates, may continue to soften. I have been buying them as they are going down but wondering if this is a good strategy. Could you comment. Thank you.
Q: Many experts say that no REIT's are necessary in a diversified if you own a home. Do you agree? How do you personally view this situation? Very curious. Thanks Ron
Q: Hello,
Has the REIT issued shares in the last few years to fund their residential redevelopments?
What’s the current valuation against peers (price / ffo).
Can you comment to their level of debt vs other REITs. It seems acceptable and supported by a strong leasing profile, although retail.
I am planning on starting a position ant these levels and was looking for your general comments. Thank you!
Has the REIT issued shares in the last few years to fund their residential redevelopments?
What’s the current valuation against peers (price / ffo).
Can you comment to their level of debt vs other REITs. It seems acceptable and supported by a strong leasing profile, although retail.
I am planning on starting a position ant these levels and was looking for your general comments. Thank you!
- Dream Office Real Estate Investment Trust (D.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM)
Q: Can you break down their exposure to various types of real estate? Eg. Commercial, apartment, industrial. How does the recent issuer bud change this?
Q: Allied Properties yesterday made a change from a closed end trust to an open ended trust.
Can you please comment with respect to the impact on the shareholders of this change.
Thanks.
Can you please comment with respect to the impact on the shareholders of this change.
Thanks.
Q: Further to the recent question. NHF currently pays $1.26 pa. does the new structure reduce the yield and if so, by how much? Thanks
Q: With mortgage rates elevated and a shortage of existing home supply is there a home builder name you would prefer? BLDR, TOL, and GRBK. Any Canadian Homebuilder companies to look into? Thanks, Lesley
Q: I have had this company for a while now. Its down 62%. The dividend is great, but do you see the price appreciating? Thanks.
Q: Hello 5i Team
Northview Fund issued a press release June 12 announcing a recapitalization event and conversion to a traditional REIT (Northview Residential REIT NRR-UN).
There was lots of information to un-pack from the news release, however I am confused by the statement regarding future distributions once the recapitalization occurs:
In anticipation of the completion of the Transaction and the conversion of the Fund into a more traditional real estate investment trust, it is the Fund's intention to commence paying a distribution of $0.625 per Class A Unit per annum, or $1.09375 per Unit per annum after giving effect to the Consolidation
Based on the above, the current holders of NFH-UN would receive $0.625 per annum per unit (i.e. approximately 7.18 % based on current $8.70 unit price).
Questions
1 - Is my interpretation of the proposed distribution correct?
2 - Is it better to wait a while until all the applicable documents are available on SEDAR and can be reviewed prior to purchasing units?
2 - General opinion of this recapitalization
Ironic this entity has gone full circle in the last four years (Northview Apartment REIT, Northview Fund and now Northview Residential REIT). Lots of fees for investment bankers and lawyers.
Thank you
Northview Fund issued a press release June 12 announcing a recapitalization event and conversion to a traditional REIT (Northview Residential REIT NRR-UN).
There was lots of information to un-pack from the news release, however I am confused by the statement regarding future distributions once the recapitalization occurs:
In anticipation of the completion of the Transaction and the conversion of the Fund into a more traditional real estate investment trust, it is the Fund's intention to commence paying a distribution of $0.625 per Class A Unit per annum, or $1.09375 per Unit per annum after giving effect to the Consolidation
Based on the above, the current holders of NFH-UN would receive $0.625 per annum per unit (i.e. approximately 7.18 % based on current $8.70 unit price).
Questions
1 - Is my interpretation of the proposed distribution correct?
2 - Is it better to wait a while until all the applicable documents are available on SEDAR and can be reviewed prior to purchasing units?
2 - General opinion of this recapitalization
Ironic this entity has gone full circle in the last four years (Northview Apartment REIT, Northview Fund and now Northview Residential REIT). Lots of fees for investment bankers and lawyers.
Thank you