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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: Hi Peter & 5i: It looks like the smoke is clearing after the trustee elections at Partners REIT (PAR.UN). What are your thoughts on the outcome and its current valuation? Thanks!
Read Answer Asked by Lance on June 07, 2013
Q: Would you kindlly give me your opinion on Killiam Properties. Thank you very much.
Read Answer Asked by Catharine on June 07, 2013
Q: I think I know your general opinion of IPOs, but do you have anything special to say about the Loblaw offering of Choice Properties REIT, especially in regard to pricing? Seems to be horrible timing for them,too.
Read Answer Asked by Jeff on June 06, 2013
Q: Good afternoon 5i. I am holding approximately 20% of my stock portfolio in REIT's: D.UN, DI.UN, LW, and Ax.UN. Your response to an earlier question indicated that REIT'S were currently caught up in a sector rotation and thus their decline recently. My questions are do you feel 20%is too large a holding given the market situation, and if so which of my REIT's would you drop.
Thanks for your insight.
Brian
Read Answer Asked by Brian on June 05, 2013
Q: Hello Peter,
D.UN Dundee REIT, is hitting new 52 week lows for several weeks and many other REITS are close to their 52 week lows. Is there something wrong with the REIT sector. Are REITS considered a Buy, Hold or Sell. Thanks, Max
Read Answer Asked by Max on June 05, 2013
Q: American Hotel Income (hot.un) seems to have an attractive combination of yield and earnings growth. What's your take? I enjoyed meeting Peter and hearing his talk in Vancouver. Thanks.
Read Answer Asked by Kent on June 04, 2013
Q: Please provide your thoughts on Australian REIT Income Fund (HRR.UN)?
Read Answer Asked by Larry M. on May 30, 2013
Q: Good morning - May I have your views on WPT Industrial Reit please. Cheers
Read Answer Asked by Margot on May 30, 2013
Q: Hey guys. All things being equal, regarding reits, in the current environment, what do you think a "fair" multiple to pay for on an AFFO basis would be?

I have several reits ranging from rmm.un trading at 10.72x AFFO to cwt.un trading at 16.86x this year's AFFO.

Thanks for your insights.
Read Answer Asked by john on May 30, 2013
Q: You responded to a question today about Dundee International REIT. It is not clear if your response was about D.UN or DI.UN.
Read Answer Asked by Douglas on May 28, 2013
Q: Hi folks: Just a heads-up. Your answer regarding WPT Industrial REIT is listed with the ticker "WPT.UN". Should be "WIR.UN". Cheers!
Read Answer Asked by Lance on May 28, 2013
Q: You commented yesterday about Timbercreek. It looks to me like Atrium MIC (AI) provides even better value. Would you agree?
Read Answer Asked by Douglas on May 28, 2013
Q: Sorry, earlier question on RMM was my error. Should be RMM.UN, Retro-Com Mid Market REIT. Thanks again, Tom
Read Answer Asked by Thomas on May 28, 2013
Q: Good morning,
I hold small positions in both Partners Real Estate (par.un) and Dundee International (di.un). I am thinking of switching out of the former to add to the latter. There is a small loss of yield but, I think, a decrease in risk.
Do you agree?
Thank you.
Read Answer Asked by Peter on May 28, 2013
Q: I saw a report on WPT industrial reit this morning on BNN. I was wondering if you would consider a report on this company? It looks like an interesting way to get US exposure through a listing that falls within your current mandate to only cover Canadian listed companies?
Thanks
John
Read Answer Asked by John on May 28, 2013
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