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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: Could you please give an update on WIR.U
Do they have enough cash to pay their dividend, and do you think they are in a position to acquire more assets.
Read Answer Asked by Ric on December 09, 2014
Q: Why does the stock drop so much today?Thank you.
Read Answer Asked by Francis on December 08, 2014
Q: Recently, D.UN made the following announcement that appeared as an 'Early Warning Report in Respect of Dream Industrial Real Estate Investment Trust'.
'DREAM OFFICE REIT (TSX: D.UN) announces that a subsidiary of Dream Office REIT (the "Property Vendor") acquired ownership of 2,269,759 LP Class B Units ("LP B Units") of Dream Industrial LP and a corresponding 2,269,759 special trust units ("Special Trust Units") of Dream Industrial Real Estate Investment Trust ("Dream Industrial REIT").'

What does this mean?
Read Answer Asked by Elizabeth on December 07, 2014
Q: It has taken a hit lately, likely due to fear of rates going up. Is a still ok to hold for income or should it be sold to protect capital. Thank you.
Read Answer Asked by Francis on December 06, 2014
Q: Please comment on latest developments. Would you view the sale of assests as negative or positive?
Read Answer Asked by Scott on December 03, 2014
Q: Could you comment on NPR.UN. It seems to be sliding more then the general group. Thank You


Read Answer Asked by Ronald on December 02, 2014
Q: Has been in a downward spiral .Is it the quality of holdings,high payout or other factors that seem to be causing the down.?
Read Answer Asked by terrance on December 02, 2014
Q: Hi, I have 15% weighting in REITS, with 9% in these 3 Industrial REITS. Can you please comment on the Industrial REITS in general, as well as these 3 REITS specifically? Jeff
Read Answer Asked by Jeff on December 01, 2014
Q: I'm interest to add just one REIT to my portfolio and my choice is down to two: AP.UN or CAR.UN.

Dividends growth are nice but I'm more interested in "total return" (dividend + SP growth). In this regard, these two are close in their 5yr. returns, though CAR.UN is 10% better in their 1yr. returns (30% versus 20% approximately).

Which one do you prefer, or there are better ones I should consider instead?

Thanks.
Read Answer Asked by Victor on December 01, 2014
Q: Hi : your analysis of the latest results - growth looks good but payout of 104% seems high. Is debt of 56% not pretty conservative for a REIT? 96% occupancy seems very impressive.
Read Answer Asked by Scott on November 28, 2014
Q: Terra firma reported today, what do you think of their results and this company going forward. thanks
Read Answer Asked by don on November 27, 2014
Q: The ex dividend date is Nov 26.2014, the date of record is No 28. If I sold the stock on the 26th who gets the dividend.
Read Answer Asked by Jean on November 26, 2014
Q: Good morning Peter and Team, What are your current thoughts on CAR.UN? As an anecdote, we live close to several of their properties, and they appear to maintain them reasonably well for rental buildings. Their 5% discount on DRIP'ed shares is also attractive. Alternatively, are there other investments in this space that you prefer? Thanks in advance for your guidance.
Read Answer Asked by Jerry on November 26, 2014
Q: Want to replace HLP.UN with same similarity, please provide 2 or 3 suggestions? Thanks.
Read Answer Asked by Charles on November 26, 2014
Q: Did you read in the Nov. 18 Financial Post that the S&P Dow Jones Indices and MSCI Inc. announced plans to promote real estate from its current designation under the financials sector, to a sector of its own, thus bringing the total number of sectors to eleven. This is to be implemented in 2016. In this scenario, how might you revise your sector weightings? And would you recommend already gradually incorporating these changes into one's portfolio?
Thanks!
Read Answer Asked by chris on November 26, 2014
Q: I'd like your opinion on Chartwell REIT (CSH.UN). Both it and Lesureworld (LW) have performed extremely well in the last 12 months, especially if you consider the dividends/distributions they provide and how safe/stable they should be.
I currently only own CSH.UN, and it represents about 10% of my overall portfolio. Would you maintain an overweight position or sell half and buy LW? Do you think the sector is overbought? I'm almost 35, and am ok with taking on some risk.
Read Answer Asked by Mike on November 25, 2014
Q: Hello Peter, Ryan, and Team,
Fam Reit is undergoing a transformation under new managers. It is to become solely an office reit(suburban focus).Fam is to acquire a seven building package from Slate with a 91% occupancy. With these major changes, it will not be the REIT I purchased. With many uncertainties, could I have your assessment of whether it is a hold or sell at this time?
Read Answer Asked by Bruce on November 24, 2014