Investment Q&A

• Medical Properties Trust Inc. (MPW)
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Q: thoughts please

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Read Answer Asked by cliff on April 03, 2023

• Granite Real Estate Investment Trust (GRT.UN)
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• Killam Apartment Real Estate Investment Trust (KMP.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I currently own both GRT.UN and KMP.UN. Would you be comfortable keeping both or would you recommend switching one or both for DIR.UN?
You guys are the best! Thanks

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Read Answer Asked by ralph on March 30, 2023

Q: As a follow-up to Adams question on March 27 if you had to pick one REIT only from Canada or the US with good upside what would that reit be —-considering fundamentals and valuation
Thank you

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Read Answer Asked by Indra on March 28, 2023

• Allied Properties Real Estate Investment Trust (AP.UN)
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Q: Good Morning
AP.UN is touching new lows. Can you please provide your insight with respect to dividend sustainability?
Do you still recommend holding it?

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Read Answer Asked by Terry on March 27, 2023

• American Tower Corporation (REIT) (AMT)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Extra Space Storage Inc (EXR)
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• SBA Communications Corporation (SBAC)
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Q: REIT's are looking interesting at these prices. If you were to invest in only 1 REIT, can be US or Canada. With the thesis being you want to capitalize on the punished sector and get a quality name that has been beaten up and has a lot of upside versus a low risk name that hasn't come down much that will likely not have a ton of upside either. Which reit would you chose to invest in? Thx

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Read Answer Asked by Adam on March 27, 2023

• Wall Financial Corporation (WFC)
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Q: Looks like the first q since 2020.
Can you please give an assessment.
Is it very high yield sustainable
Would it be advisable to start a small position
Thanks

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Read Answer Asked by Leon on March 27, 2023

• AvalonBay Communities Inc. (AVB)
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• Welltower Inc. (WELL)
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• Ventas Inc. (VTR)
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Q: Hello 5i,

Interested in your opinion on if a retired person should own all three of these companies for diversification or just two. Also, could you rank them for me, thank you.

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Read Answer Asked by Mark on March 27, 2023

• Plaza Retail REIT (PLZ.UN)
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Q: Says PLZ.UN to issue 8,548,000 units to cover at 4.68$ .They currently list at bid 4.38$.What does that mean exactly as looking at as income holding?

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Read Answer Asked by terrance on March 27, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Tricon Residential Inc. (TCN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Which do you think have the most potential in the current environment in an RRSP? Currently own TCN at a loss and wonder if I shouldn't switch. Also own DIR.

Thx

Yves

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Read Answer Asked by Yves on March 24, 2023

• CBRE Global Real Estate Income Fund of Beneficial Interest (IGR)
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Q: Hi 5I team

I see in my account that I have received rights equivalent to the shares in IGR that I own. I am unsure of the significance, my options, and/or a recommendation(certainly dependent on my risk/investment tolerance). Could you enlighten me please. I do enjoy the 12+% yield.

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Read Answer Asked by Peter on March 22, 2023

• Melcor Real Estate Investment Trust (MR.UN)
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• Melcor Developments Ltd. (MRD)
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Q: Hello 5i Could you comment on MR.UN as the share price has been at a low price for awhile and the possibility and wise decision for MRD to takeover MR.UN

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Read Answer Asked by Michael on March 22, 2023

• Allied Properties Real Estate Investment Trust (AP.UN)
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Q: Happy Friday.

Please advise you thoughts on AP.UN for long term income and potential growth.

Have a great weekend.

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Read Answer Asked by Dave on March 20, 2023

• Firm Capital Mortgage Investment Corporation (FC)
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Q: Thoughts on Firm Capital please. Can you please describe this company and its metrics with comment on stability of the dividend. On a scale of 1-10, where would you rate this company in terms of risk. Thank you!

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Read Answer Asked by Neil on March 20, 2023

• Artis Real Estate Investment Trust (AX.UN)
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Q: On Friday March 3, 2023 after the market closed it was announced that AX.UN would be dropped from the TSX Indexes at the opoen on Monday March 20. Beginning on March 1 there was a noteworthy increase in volume and the price has dropped from $9.09 to $7.86. Volume spiked on Friday March 17 to just over 7 million (about 7x average). Provided the selling pressure was due to the delisting what do you see for AX.UN going forward? It appears to be quite undervalued so much that a takeover would seem likely. Thoughts? How safe is the dividend? The payout ratio looks reasonable. Thanks

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Read Answer Asked by Mark on March 20, 2023

• Ravelin Properties REIT (SOT.UN)
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• BTB Real Estate Investment Trust (BTB.UN)
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Q: Since TNT.UN 's slice on its dividend and subsequent plunge- how would sot.un and btb.un stand now ? Makes one apprehensive especially the office reits.

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Read Answer Asked by terrance on March 20, 2023

• Simon Property Group Inc. (SPG)
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Q: What are your thoughts on Simon Property Group? The dividend looks attractive but not sure about its growth prospects, especially with respect to shopping malls & eroding foot traffic with online options.

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Read Answer Asked by Dan on March 17, 2023

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: Own this stock and am down 6%. Think it still pays about 8%. Would you keep it or trade for a better option? Would you own it? If not what would you hold instead?


Thanks



Sheldon

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Read Answer Asked by Sheldon on March 17, 2023

• Medical Properties Trust Inc. (MPW)
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Q: What is causing MPW to plummet? Is this a position worth hanging on to? Thanks

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Read Answer Asked by alex on March 17, 2023

• True North Commercial Real Estate Investment Trust (TNT.UN)
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Q: Do you see other reits whacking their distribution similar to TNT.UN -Thought with government business they might be safe-didnt think they would do 50% though thought they may be vulnerable to a cut

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Read Answer Asked by terrance on March 16, 2023

• True North Commercial Real Estate Investment Trust (TNT.UN)
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Q: Is this worth a look after dividend cut - or a falling knife

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Read Answer Asked by Scott on March 16, 2023