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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: I own shares in ZRE, GRT.UN, and CAR.UN. They are all down in this market. Should I hold these for a year, hoping the markets will improve, or should I sell and move into something like TCN. Can you suggest better real estate companies, where the growth might be better, when the markets move up.
Read Answer Asked by Vinod on October 21, 2022
Q: Can you please rank these REITS as long term investments?
Does this ranking change if we are in for a long period of inflation?

Can you please rank them by valuation at today's prices?
Read Answer Asked by James on October 17, 2022
Q: I've owned Dream for over 6 years now and its steady 40 cent dividend was all return of capital, lowering my Adjusted Cost Base each year. I now see that its current price and my ACB are almost the same. I've made ZERO in 6+ years despite its very good dividend. I think this illustrates your comments that they have not created any value over the last 10 years.
Read Answer Asked by Earl on October 16, 2022
Q: Minto and apartment REITS in general like Killam and CAR-UN.TO have fallen substantially Minto for example trading at about 53% of its one year high and a P/E of 1.56 which I know is not the best metric for reits AFFO looks good that being said do you think they have more than priced in the interest rate rises at this point and are a good buy here.
Read Answer Asked by Cherie on October 14, 2022
Q: Hi 5i
I am a little overweight in financials, about 2% each in above Canadian names and about 1% each in US names.

I am underweight real estate / property.

I would like to sell a financial. Probably MFC which essentially has paid me a nice dividend for a few years but hasn't really had a significant gain. Selling would provide a small capital loss that I could use. Certainly recent market downdraft has been a factor.

Would you agree that MFC is the one to sell?

2nd question is which real estate stock(s) or REITS to replace up to 2% of portfolio or simply go to ETF ZRE which is in the income portfolio.
I prefer individual - your favoured 2 or 3 but would definitely consider this ETF w good yield.

Criteria for buy(s) are (for retiree.)
(a) high yield i.e. 4% or more, mainly to replace income from MFC.
(b) low overall long term risk as compared to other REITs and
(c) low to modest growth.

re Reits buy all now or average in over 3 to 6 months?

Please subtract as many credits as you see fit.
Thank you for always helpful advice.
Read Answer Asked by Tulio on October 13, 2022
Q: Thy announced a sale of their 20% interest in the US multi-res portfolio for 315 million. The book value from their last annual report was 179 million so the book value was only 52% of the fmv. The use of funds to pay down debt and the evidence that the book value of the company is likely seriously discounted seems to make this company's shares a compelling value.
Read Answer Asked by Murray on October 12, 2022
Q: Hi 5i:

I am concerned about the proposed taxation changes for REITs that are tabled in the government (Canadian). How do you think these changes will affect investment in the REITs and their equities?
Read Answer Asked by Jim on October 07, 2022
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