Investment Q&A

• First Capital Real Estate Investment Trust (FCR.UN)
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Q: Peter; Results seem fine to my layman’s eye. Could you comment and also address the Artis situation. Is this just a fly to be swatted away or more serious? Thanks
Rod

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Read Answer Asked by Rodney on February 14, 2023

• VICI Properties Inc. (VICI)
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• The Vivaldi Opportunities Fund (VAM)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: I want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook

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Read Answer Asked by V on February 14, 2023

• Tricon Residential Inc. (TCN)
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Q: I see the positive case for TCN - with higher interest rates house affordability is reduced which should bolster the rental market. But some ponderings on TCN:

1. Doesn't TCN own their properties? If so, wouldn't their asset $ go down if/when house prices drop, which seems to be the current trend?
2. Do they carry a lot of debt compared to cash flow, and if so wouldn't their interest servicing costs be higher compared to their rental revenue?

Sorry for the lazyness, I haven't done a deep dive on them and pawning it off to you!

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Read Answer Asked by Kel on February 13, 2023

• Allied Properties Real Estate Investment Trust (AP.UN)
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• Dream Office Real Estate Investment Trust (D.UN)
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• Slate Office REIT (SOT.UN)
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Q: Hi 5i,

What would be your top 3 office REITS to buy?

TIA

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Read Answer Asked by Wayne on February 10, 2023

• SmartCentres Real Estate Investment Trust (SRU.UN)
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Q: Could you comment on earnings? Thanks. - Jeff

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Read Answer Asked by Jeff on February 09, 2023

• Mainstreet Equity Corp. (MEQ)
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Q: Can I get your thoughts on MEQ as a long term hold,please.
Keith

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Read Answer Asked by Keith on February 06, 2023

• Real Estate Split Corp. Class A shares (RS)
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Q: Can I have your opinion on RS.TO? It appears to be a way to play the Canadian REIT market diversly but I worry about the high yeild. Is it mainly return of capital? But the chart shows a net capital gain over the last two years. Can you add it to your list so I can put it in my watch list?
Thanks

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Read Answer Asked by Don on February 06, 2023

• Dream Finders Homes Inc. Class A (DFH)
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Q: This one seems to be on the move lately. Up 48% in the last month. Forward P/E of 8.4 and an ROE of 53.7%. What do you think of getting in on it now for a 2 yr hold ? Thanks.

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Read Answer Asked by Frank on February 06, 2023

• Tricon Residential Inc. (TCN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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Q: Thinking of starting a new position. Which might have more upside and what would be a good entry point for either of these?

Thank you

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Read Answer Asked by Donna on February 02, 2023

• Realty Income Corporation (O)
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• Stag Industrial Inc. (STAG)
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• Apple Hospitality REIT Inc. (APLE)
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• LTC Properties Inc. (LTC)
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Q: Good Morning,

Could you please provide me with a couple of stable monthly paying US stocks for a RRIF account.

Thanks

Stephen G

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Read Answer Asked by Stephen on February 01, 2023

• Flagship Communities Real Estate Investment Trust (MHC.UN)
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Q: What is your evaluation of this REIT?

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Read Answer Asked by Susan on February 01, 2023

• StorageVault Canada Inc. (SVI)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Allied Properties Real Estate Investment Trust (AP.UN)
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• Tricon Residential Inc. (TCN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?

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Read Answer Asked by Dan on January 31, 2023

• Public Storage (PSA)
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• Extra Space Storage Inc (EXR)
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• Life Storage Inc. (LSI)
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Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

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Read Answer Asked by Ian on January 27, 2023

• Ready Capital Corporation (RC)
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Q: What are your comments on this company and it's prospects? I am almost break even. Would you add, hold or sell? Thanks

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Read Answer Asked by Charles on January 27, 2023

• Granite Real Estate Investment Trust (GRT.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.

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Read Answer Asked by Doug on January 26, 2023

• Slate Grocery REIT (SGR.UN)
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Q: I would appreciate an updated opinion on Slate Grocery REIT. Thanks!

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Read Answer Asked by Gregory on January 26, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Tricon Residential Inc. (TCN)
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Q: Looking for a real estate play in my TFSA with a 3-5 year hold. I note that TCN is smaller and more volatile than CAR. However TCN is currently priced at a substantial discount to CAR. I noted your comment to a previous question about investors switching to growth names from bond proxies after interest rates settle. Considering an initial 2% position in TCN. Comments please. Thank you

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Read Answer Asked by Richard on January 26, 2023

• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: How do you think REITS will do in 2023? What would be your preferred ETF? Thank you.

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Read Answer Asked by Michael on January 25, 2023

• Minto Apartment Real Estate Investment Trust (MI.UN)
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Q: MI's share price has recovered a little. Where do you think it will go from here and would you Buy, Hold or Sell at this point in time?
Thanks

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Read Answer Asked by Thomas on January 23, 2023

• Dream Residential Real Estate Investment Trust (DRR.U)
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Q: Can you give me your current assessment of drr.u

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Read Answer Asked by Irwin on January 23, 2023