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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: This has really sold off, but from what I hear the industrial sector is doing really strong/there is a lot of demand and not much supply (at least in Canada).

Is this general market weakness or is there something else going on? Do they say if a lot of their debt is fixed rate or floating/are they getting crushed by higher rates? I though most real estate managers used mostly fixed rate.

What do you think of it at this price?
Read Answer Asked by Max on September 26, 2022
Q: I am concerned about the European holdings and the auto industry in a recession. So, I am considering selling Granite and replacing it with Nexus or Summit. because I still like the industrial space What do you think? Thanks
Read Answer Asked by gary on September 23, 2022
Q: I hate asking market timing questions as much as you hate answering them but...I have always been a bit light on real estate and am wondering if now is a OK time to add a position in either xre or zre. Second question: You have XRE in the income portfolio, today would you stick with XRE or I was looking at ZRE that has outperformed XRE recently. My concern about timing is with rising interest rates and the jittery markets that I might be better off just parking in the banks or consumer deffensive and worrying about real estate in a few years,
Read Answer Asked by Tom on September 23, 2022
Q: Looking for a decent investment in this inflation environment. This REIT hit my radar. I think you at 5i approve of it. My concern is the very high PE (approx. 30) and P/Cash Flow. Not sure what the forward PE is, but I'm hearing that forward earning estimates in general will sooner or later be ratcheted down anyway as higher rates start negatively affecting the economy.

Is there a better metric putting a valuation on a REIT like LSI?
Read Answer Asked by James on September 21, 2022
Q: Good morning.

I don’t know much about REITS and there are a lot of choices. Looking out 5-10 years, what do you feel are the best areas to focus on and what would be 2 or 3 Canadian REITS you like best and which one would you choose for a long term hold and why?

If there is a US REIT you like or even prefer, please include.

Also, If there is a primer you could suggest or a previous blog post please link.

Thanks, M
Read Answer Asked by Mark on September 19, 2022
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