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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: Is Ruf.a a limited partnership ? and do the limited patnerships have tax ramifications ? in a rrsp ?
Read Answer Asked by terrance on February 02, 2014
Q: Could I please have your team's opinion on two REIT Exchange Traded Funds for the fixed income side of my portfolio, in addition to bonds and GIC's. I'm considering XRE and/or ZRE. XRE is the Blackrock iShares ETF weighted more heavily in the larger REITS, whereas ZRE is the Bank of Montreal ETF more equally weighted across the sector. Which approach would you prefer? And if you don't consider REITS "fixed income", how would you add real estate to the fixed income mix? Would our home (fully paid) be considered "fixed income" real estate and, therefore, should it's value be added to our "holdings" as a percentage of the fixed income component? Thank you.
Read Answer Asked by Paul W on January 30, 2014
Q: Hi there, TD WebBroker just initiated coverage of FAM Reit (F.UN) with a Buy recommendation. Although it is small still, its share price has fallen since its IPO, and is externally managed by Huntingdon, it yields over 8% and seems to have a decent payout ratio of around 80%. What do you think of this one now and would you consider it a Buy at this level? How would FAM compare to say, AAR.UN?
Read Answer Asked by Gail on January 30, 2014
Q: BTB.UN is a REIT in my portfolio that pays me 9% based on my purchase price but is quite small.Do you see it as a buy, sell or hold?Thanks for all your help!
Dave
Read Answer Asked by Dave on January 28, 2014
Q: Could we please have an update on RLC. Thank you, Bob.
Read Answer Asked by Bob on January 28, 2014
Q: DI.UN Dundee International REIT. What do you think about it now?
Read Answer Asked by Eugene on January 27, 2014
Q: Have $10,000 to invest in our joint account. We're heavy in banks, oil, pipelines, telecom, etc. and I'd like a suggestion for some REITS to check out. I'm looking for good income with safety primarily, but some growth would be nice too. In other words, I want the moon! Cheers, Ted
Read Answer Asked by Edward on January 27, 2014
Q: Hi Peter,

I'm looking for some mortgage funds similar to Timbercreek's offerings (MTG and TMC). I'm more interested in the higher risk (higher yield) opportunities such as TMC. Could you point out a couple of other names that I could take a look at?
Read Answer Asked by Brian on January 26, 2014
Q: Peter thank you for your service.I am a higher risk investor,that has learned(painfully)to adapt my investment style to a more barbell approach.I expect the market to have a correction in 2014,what are your thoughts on REITS with U.S. exposure?
My thoughts are that they have limited downside,offer dividend,favourable currency exposure!
Would this not offer downside protection,but upside if correction does not occur this year.
Do you have any better ideas?
Read Answer Asked by Randy on January 24, 2014
Q: please comment if possible on TN.UN re dividend and possible capital gains
Read Answer Asked by george on January 23, 2014
Q: We have XRE in our TFSA accounts the price is back where we purchased a few years ago so we have just gained on the distributions. Would you recommend continuing to hold XRE or sell and put it into other items.
Read Answer Asked by Donald on January 21, 2014
Q: i am looking at MST.un for income and some growth … your opinion appreciated, also are these going to be hit by future rate increases …. thx
Read Answer Asked by Bob on January 20, 2014
Q: There have not been any questions on HLP. Would you recommend a purchase of the common or convertible debenture at these levels?
Thanks Guys.
Read Answer Asked by Warren on January 19, 2014
Q: Good day! I have a full position in Crombie (CRR.UN), and am considering selling at least half to purchase Healthlease (HLP.UN)for more US exposure, and for less "commercial" risk (versus the better risk as I see it from long-term-care facilities). I can foresee more growth from HLP.UN
I also prefer the multi-res risk profile to commercial, and would consider purchasing Morguard (MRG.UN)instead of HLP.UN, again for additional US exposure (currently almost 0 in my portfolio).Perhaps I should look at replacing CRR.UN altogether with a half position in each? If I retain half, Crombie would then be my only commercial industrial exposure. I also have a half position in Capreit (CAR.UN).
Your comments as to the wisdom (or lack of same!) of this change would be appreciated. Thanks!
Read Answer Asked by Paul on January 19, 2014
Q: Hi Peter and Team,

Your thoughts on Washington REIT, WRE?
Read Answer Asked by Graham on January 16, 2014
Q: Happy New year to all. First, I must tell you this the best investment concept I have ever seen. Your integrity and focus on the individual investor is so far advanced the rest are going backward. There is no agenda and we, the investors, just sit back and get, or see through other investor questions and your answers, the most honest advice possible. The price of admission was paid on my first transaction. Thank you so much for doing what you do.
My question; I bought Chartwell at +7 something get a great dividend return, have a nice profit but like all REIT'S do you think there is a growth story here or are we now spinning the wheels.
Again, thanks for all you do. Chartwell is 6.2% of my Portfolio.
Read Answer Asked by Norman on January 08, 2014
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