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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
several years ago I (like many others) was blindsided by the Harper Gov't. when they flipped on their promise of taxation on Income Trusts. I can't help but wonder about future government taxation changes to Reits, with more and more corporations spinning out their realty holdings. Would appreciate your thoughts.
Thank you
Read Answer Asked by Les on October 16, 2013
Q: On 20 Sep, you had recommended XRE as an ETF to get some real estate exposure as opposed to some specific stocks about which I had inquired. Approx a week ago a guest on BNN recommended ZRE over XRE so I was wondering why he did. Do you have any idea why he would do so? Thanks and I hope you had a great time in Germany. I did when I was 21 and spent 3 months there gratis of our gov't.
Gary
Read Answer Asked by Gary on October 11, 2013
Q: Hello Peter & team,
I have followed your recommendations since inception & have done very well in a number of your positions. Thank you very much !
I am a retiree, with a 3 to 5 year time horizon, like dividends & some growth. My reit & real estate corp. holdings form 17.25% of my portfolio, & some are showing strain since the tapering debate began.- WB, NPR.UN, MRC, MKP, FCR, D.UN, DR.UN, CUF.UN, AP.UN, ACR.UN, all on the TSX.
November would be a good month for me to offset some realized capital gains.
Do you see any "glaring sells" above, or should I just hang in & hope for some sort of recovery. ( there are lots of good buys out there, ( GH, etc, etc).
Thanks in anticipation !
Read Answer Asked by Paul on October 05, 2013
Q: What is your view of Regal Lifestyle Communities ?
Thank You,
Read Answer Asked by Harold on October 04, 2013
Q: Hi Peter and Team,
I am thinking of switching fron DI.UN (International) to DIR.UN (industrial. What do you think?
Thank you all
Read Answer Asked by Raoul on October 01, 2013
Q: Hi Team: Can you comment on the CT Reit IPO? What do you think of the pricing in this environment. Is the single tenant an issue? thanks
Read Answer Asked by Scott on September 30, 2013
Q: Both D.UN and CWT.UN are dropping (1%)sharply today while other REITS including DI.UN and DIR.UN are all rising. Is there any obvious reason for this?
Read Answer Asked by richard on September 25, 2013
Q: Innvest Reit. (inn.un) I currently hold this investment. I purchased it around $5. and am wondering if it will come back to this level.
Do you think it is a long term hold and is the dividend safe.

Thank you
Read Answer Asked by Vicki on September 24, 2013
Q: Timbercreek Mortgage Investment Corp. (TMC) will be converting their Class A Shares to a new voting class of Common Shares. I have the option of receiving the new shares or to receive a cash redemption for my Class A Shares equal to the Net Redemption Value (NRV).
According to Timbercreek's web site the NRV for Class A Shares is $9.33 (minus 6 to 9 cents in costs) (as of Sept 23/13). My TMC shares are in a RSP account,are $600 below book value & presently pay a 7% dividend. Do you have any thoughts on whether I should hold onto the shares or accept the cash redemption if the present NRV is to be believed? Thanks.

... Cal
Read Answer Asked by cal on September 24, 2013
Q: I am interested in your opinion on NorthStar Realty Finance. (NRF) I understand that this company is organized as a REIT and invests in healthcare, industrial and commercial properties which they re-finance and usually lease to others to operate. Their current yield is quite high at almost 9% implying risk and possibly current operating losses. Would you say this stock is a safe income stock to add inside an RRSP? Thank you for your highly valued opinion.
Read Answer Asked by Joseph on September 23, 2013
Q: I have been looking at REITs since the sector as a whole has dropped. I have D.UN but it has flat-lined, to borrow your exprssion. I have also looked at Dundee Industrial(DIR),True North
(TH.UN) and Health Lease(HLP.UN) You can tell that I am more interested in div income than growth, as these are all yielding above 8%. What is your opinion of these? Alternatively, should I be looking at an ETF that will cover these reits. I find etf's hard to follow as there are so many and they all sound alike and have similar names.
Gary
Read Answer Asked by Gary on September 20, 2013
Q: Hi Peter and team, what do you think of Atrium Mortgage Investment (AI) for a part of my income portion of my portfolio? Do you think it will hold its value well in this new rate environment? Thanks
Read Answer Asked by Bernard on September 20, 2013
Q: Peter, your opinion on Temple Hotels Inc please. Is the div. eligible for Canadian tax credit? If you were to rate it what would it be. Thanks Peter, your information is very respected. It helps us small investors a lot, Ken
Read Answer Asked by Ken on September 18, 2013
Q: Could you please comment on Healthlease Properties REIT (HLP.UN)?
Read Answer Asked by Thomas on September 17, 2013
Q: REIT's are unpopular now, so maybe worth a look.
I think of apartment REIT's as less volatile and wonder why True North Apartment REIT (TN.UN) is paying almost 9%. Even if the condo market heads south, their apartments rent for much lower than condo rentals, so not much competition. They are nearly full, as there is a shortage of low rental housing, and have access to CHMC loans at low interest. The CEO has been buying at higher prices. What's not to like?
John
Read Answer Asked by John on September 13, 2013
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