Q: I would appreciate your assessment of the controversy concerning Partners' Reit (PAR.UN) and your opinion as to whether there is value in the stock at the current price.
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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, what do you make of the Orange Capital allegations on PAR.UN? I could not find out how many shares they owned, would you know?
Do they have ulterior motives in mind for bashing this stock down?
Do they have ulterior motives in mind for bashing this stock down?
Q: Hello Team. Your thoughts on ZRE? I just bought shares ... just under 4% of my portfolios (3 portfolios in total)and then the new Money Saver magazine for May arrived by email and I read the article on Reits (pgs 6 and 7)suggesting not to buy right now! I also own H & R and Home Capital and First Service. (each at 4% or so.) Is this a problem?
thankyou ..much appreciated
thankyou ..much appreciated
Q: Could you comment on Mob.un and its recent halt.Though small seems to be growing and pays high yield ?
Q: You last commented on Pure Multi-Family REIT (RUF.UN on the Venture Exchange) in May of last year. Could I please have your current thoughts on this REIT, outlook going forward, risks involved, and sustainability of the nearly 8% dividend. Thanks!
Q: Any thoughts on Pure Multi-Family Reit ruf.u, do you think this would be good long term hold.Thanks
Q: Boulevard industrial Reit BVD.UN is run by people from Pure Industrial Reit, with a lot of experience in the sector. Is it a buy and does it pay a dividend?
Q: I am looking to add a REIT to my portfolio and have generally seen positive commentary from 5i on HR.UN. I like the yield and the 3% DRIP incentive however I'm always looking a little upside in the share price. Given this, what is your current opinion? Should I be looking at other REITs?
Thanks!
Thanks!
Q: I have been contemplating buying a rental property in the US for 4 years. For various reasons it has not happened. Mostly because I feel I need to understand the tax consequences, filing a US tax return, income from the US (withholding tax), structuring it properly from a trust perspective, inheritance taxes etc. I could pay someone to do all that for me, but I have always felt I need to understand every investment I own (including what happens when I sell it) since nobody cares more about my money than me. I find it confusing and not worth the effort if I am just buying one or two properties in the US. It is much simpler to own rental property in Canada and I have done that for 25 years so I know how it works as I have done it myself for that length of time.
I could refinance a paid off rental property, take $100K out of it and buy a property in the US. For the past couple of years it was very difficult for Canadians to get a mortgage in the US, so you basically paid cash for the US real estate. Or I could buy stocks that are exposed to US real estate.
I own a small position (2.5% of my stock portfolio) in Tricon Capital Group (TCN).
Would you view owning one rental property in the US valued at a $100K like owning one stock with a value of $100K? Putting $100K into one stock would represent over 30% of my stock portfolio, which I know is well beyond a balanced portfolio.
When you look at a complete investment portfolio (excluding principal residence), what % would you say should be represented by rental property? How do you factor in that one property alone can be worth hundreds of thousands of dollars which will overweight the sector in most portfolios?
I will consider buying more stocks that are exposed to US real estate, but I don’t want to put it all into TCN. I can buy more TCN, but are there any other stocks you can suggest that would meet my objective? I know rental real estate is a long term investment (been there done that, had the headaches), so I can wait it out for 10+ years.
p.s. I want deductions to compensate for my non-registered investment returns, so I am looking to borrow money to invest in either rental property, or dividend paying stocks, and deduct the interest on the borrowed money.
I could refinance a paid off rental property, take $100K out of it and buy a property in the US. For the past couple of years it was very difficult for Canadians to get a mortgage in the US, so you basically paid cash for the US real estate. Or I could buy stocks that are exposed to US real estate.
I own a small position (2.5% of my stock portfolio) in Tricon Capital Group (TCN).
Would you view owning one rental property in the US valued at a $100K like owning one stock with a value of $100K? Putting $100K into one stock would represent over 30% of my stock portfolio, which I know is well beyond a balanced portfolio.
When you look at a complete investment portfolio (excluding principal residence), what % would you say should be represented by rental property? How do you factor in that one property alone can be worth hundreds of thousands of dollars which will overweight the sector in most portfolios?
I will consider buying more stocks that are exposed to US real estate, but I don’t want to put it all into TCN. I can buy more TCN, but are there any other stocks you can suggest that would meet my objective? I know rental real estate is a long term investment (been there done that, had the headaches), so I can wait it out for 10+ years.
p.s. I want deductions to compensate for my non-registered investment returns, so I am looking to borrow money to invest in either rental property, or dividend paying stocks, and deduct the interest on the borrowed money.
Q: Good morning!
Re: CAR.UN (Canadian Apartment Properties)
In light of their purchase of the properties in Ireland, and their subsequent spinoff into a new Irish REIT (recent offering), can you comment as to this strategy(?) and the likely effect on future distributions? I believe their CEO commented (after the initial purchase) to the effect that their foray into Ireland would be short term. Is there an obvious exit strategy here, or are they looking at a more long term holding?
Thanks!
Re: CAR.UN (Canadian Apartment Properties)
In light of their purchase of the properties in Ireland, and their subsequent spinoff into a new Irish REIT (recent offering), can you comment as to this strategy(?) and the likely effect on future distributions? I believe their CEO commented (after the initial purchase) to the effect that their foray into Ireland would be short term. Is there an obvious exit strategy here, or are they looking at a more long term holding?
Thanks!
Q: Hi Peter and 5i Research team,
Can you please provide an update on Melcor, MRD. I am up approx. 25% and wondering if we can expect continued growth in midterm. In your opinion is this company still a great long term investment? Any concerns? Thank you. Linda
Can you please provide an update on Melcor, MRD. I am up approx. 25% and wondering if we can expect continued growth in midterm. In your opinion is this company still a great long term investment? Any concerns? Thank you. Linda
Q: Would you recommend a switch from Morguard Residential MRG.UN to Tricon TCN for investors approaching retirement?
Q: Peter, your comment please on B.T.B. reit . The last I see is January. Love the high yield. Is the div sustainable and is the management good , Thanks Ken
Q: Could I have your thoughts on Boulevard Industrial REIT. Thanks.
Q: Hi,would like your opinion on a Canadian real estate company or REIT that has exposure to the U.S. Market.
I would like a small dividend but also looking for growth.
Thanks for your good advise
Brad
I would like a small dividend but also looking for growth.
Thanks for your good advise
Brad
Q: Morguard Corp (MRC) - has been on a tear this last week but the only news I can find is the luxury rental in TO. I have held this for a long time and have done well but wanted your insight as to what may be happening with this stock.
Thanks as always for your insights.
Cheers
Thanks as always for your insights.
Cheers
Q: Hi Team : have you any insight on MR.un. They are quite small and have just announced a financing . thanks
Q: I have purchased a decent position in Tricon (TCN) at around $7.70. I like the long term prospect for this company but it has trended lower lately although it's rise from $4 has been significant. You mentioned updating the report on this company in the future. What do you see in a three year time horizon?
Thank you.
Steven
Thank you.
Steven
Q: Hi Team: can you comment on the recent financing and acquisition by HLP.un. They seem to be agressively growing their business. Thanks
Q: What is your outlook for the REIT sector?
It does not appear that interest rates are going anywhere,
they pay a healthy dividend & low beta.
Do you have a favorite.
As always - thank you
Craig
It does not appear that interest rates are going anywhere,
they pay a healthy dividend & low beta.
Do you have a favorite.
As always - thank you
Craig