Q: Hi, I read in the G&M that an analyst said that Inovalis’ AFFO payout ratio projected for 2022 was 170%. If so, does it have enough cash on hand to sustain the distribution? Thanks
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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.
- American Tower Corporation (REIT) (AMT)
- Realty Income Corporation (O)
- Prologis Inc. (PLD)
- Public Storage (PSA)
Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Minto Apartment Real Estate Investment Trust (MI.UN)
Q: Would you please do a comparison of these two stocks in regard to stability, growth, dividend and valuation. I currently own both but am wondering about the merits of liquidating MI and putting the proceeds into CAR?
Q: What are your thoughts on TCN for real estate exposure at this time?
- D.R. Horton Inc. (DHI)
- PulteGroup Inc. (PHM)
- Builders FirstSource Inc. (BLDR)
- Century Communities Inc. (CCS)
- Cavco Industries Inc. (CVCO)
- TopBuild Corp. (BLD)
Q: Hello 5i Research Team,
David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.
Thanks!
David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.
Thanks!
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Tricon Residential Inc. (TCN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Mainstreet Equity Corp. (MEQ)
- Innovative Industrial Properties Inc. (IIPR)
Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?
Thank you, Mike
Thank you, Mike
Q: I see the EPS for Colliers is -$10.96 .
Has this company ever had a positive EPS and is there an estimated timeline now to achieve a positive EPS in the future?
Has this company ever had a positive EPS and is there an estimated timeline now to achieve a positive EPS in the future?
Q: I thought I saw that a new analyst is following DRI, calling it a rare gem in the sector with a combination of higher yield but still having growth potential. It is still a fair bit under it’s IPO price, and too small to attract much attention I would think. I read your previous comments on this company, wondering if you having any other “colour commentary”? I’m tempted to put it into a TFSA, especially if the typical growth ideas may be facing headwinds for awhile. Do you know anything about the management, or the company’s performance/history before IPO’ing?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Summit Industrial Income REIT (SMU.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks
Q: I am interested in opening a position in either stocks mentioned or potentially another company in the real estate industry. Is there one you guys are favouring at the moment, and why?
Thanks!
Thanks!
Q: Hi,
Is there a good argument to buy a reit or a similar security as opposed to buying a rental property? I know that labour involved in maintaining, commissions involved in buying and selling can be high when it comes to buying a rental property. But in the last few years the capital gains from rentals have been high especially in the GTA area..Are the returns comparable?Thanks.
Regards,
Shyam
Is there a good argument to buy a reit or a similar security as opposed to buying a rental property? I know that labour involved in maintaining, commissions involved in buying and selling can be high when it comes to buying a rental property. But in the last few years the capital gains from rentals have been high especially in the GTA area..Are the returns comparable?Thanks.
Regards,
Shyam
Q: Good morning 5i
I would appreciate your comparison of these 2 industrial reits. Is there an appreciable difference?
Thank you
I would appreciate your comparison of these 2 industrial reits. Is there an appreciable difference?
Thank you
Q: I've been looking at the three model portfolios and noticed there are no REITs included. Particularly in the income portfolio. Is there a specific reason for this? Do REITs make sense in an income portfolio vs what is in the portfolio now?
Love the service
Love the service
Q: Could I have your views on the latest quarter. Any changes to the high monthly dividend.
Q: why the big drop in GRT.un today - about 4% (almost 4$)
Q: Note that DIR is one of u favourite Industrial REIT. Recent Bought Deal was $6.30. & has since consistently traded below the above price,currently $16.13. Have a 4% postion .Can I add?.Txs for u usual great services & views
Q: Could you explain the selling At the market program announced and effect on stock price
Q: Peter; With the sale announced today is CSH.UN winding up - if not what do you think they will do with the proceeds ? Thanks. Rod
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Can you suggest 2-3 Reits for a RIF considering timeliness, safety, dividends and modest appreciation.
Thank you
Thank you
Q: In a recent response to a question you said that the payout ratio for NWH.UN exceeds 100%. Is this a reason to sell?