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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, I own the three REIT's, I wanted to sell one or two, which would you recommend as having the best potential over the next five years.

Thank you!
Read Answer Asked by Kim on August 17, 2022
Q: Hi and thank you for a splendid service

northwest health care just put an offering out on preferred shareswill this affect the stock price in a similar manner that the EIF offering did(down 5%??)
Read Answer Asked by Peter on August 17, 2022
Q: What did you think of recent quarterly results?

Can you compare this stock on a valuation front with what ever metric you think is best for reits to Car and iip?

I have a decent sized position and thinking about adding more on the alberta re-rate /energy strength / cheap relative valuation / no rent control thesis.

Thanks
Read Answer Asked by Scott on August 16, 2022
Q: I am looking at investing some funds into real estate and do not find any questions re net.un. Was wondering if you could provide a comparison on the three listed as to which may be preferable for a conservative income focused investor. Thanks.
Read Answer Asked by Betty on August 15, 2022
Q: Thank you for answering my question on NAV.
The unanswered part of the question is "of the 3 is DIR.un still your favourite. Lastly please rank by risk."
Read Answer Asked by Jeff on August 09, 2022
Q: I am wondering about the NAV for DIR.un as the company reported an updated value of $16.64 last week with its Q2. How often does a REIT update its own numbers for this as a rule? I note it trades at a 25% discount to this number now whereas a year ago it traded at a premium to NAV.

What comparable NAV numbers would SMU.un and GRT.un have and of the 3 is DIR.un still your favourite. Lastly please rank by risk.

Read Answer Asked by Jeff on August 09, 2022
Q: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John
Read Answer Asked by John on August 09, 2022
Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?
Thank-you
Read Answer Asked by grant on August 08, 2022
Q: After reading your report on InterRent REIT, I'm looking into it further. I currently hold NWH but am looking for more growth in both the distribution and unit price (NWH hasn't increased the distribution in a long time, and the unit price hasn't grown that much).

I see that all of InterRent's 2021 distribution was ROC so all tax-deferred. Is this expected to continue? If so, that's a great benefit as I'm holding in a taxable account.
Read Answer Asked by Patrick on July 26, 2022
Q: Hi, for higher income and safety of distribution could you please list 4 or 5 attractive REITS. Growth is not a concern, just income and relative security. Thanks.
Read Answer Asked by Gary on July 22, 2022