Q: Can you please compare these two industrial Reits. I own some of both but would just like a relative comaparison and maybe which one you like more and if you think it’s worth owning both. 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.
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Boardwalk Real Estate Investment Trust (BEI.UN)
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BMO Equal Weight REITs Index ETF (ZRE)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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BSR Real Estate Investment Trust Trust Units (HOM.U)
Q: REITs are getting pummeled today with some like BEI.UN, DIR.UN and HOM.UN down more that 6%. Any thoughts on why such a big downturn.
Q: Is the sell off in industrial and multi-family Reits reached full on insanity levels? Seems massively over blown to me. Do folks actually think rates are going back to 1970’s levels (I don’t). Thanks
Q: Hi, wow, REITs across the board got hammered today, thoughts please?
Q: Seems that for the next 3 years, TCN revenue is forecast to grow by 2.0% per annum. But, now for the big but, TCN earnings is forecast to decline by 32% per annum over the same time period. Time to bail on TCN???.....Tom
Q: I am overweight in BNS but not in banks and financials, would you suggest another financial stock with safety and decent/stable yield to replace some BNS .
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InterRent Real Estate Investment Trust (IIP.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave
Dave
Q: Good Day: Any reason CAR.UN seems to be dropping like a stone. I know the whole market is correcting, just wondering if something else is affecting CAR.UN... any reason to worry?
Q: What is your view of the recent $86m bought deal at $15 to support future growth.
Why the share price slide.
Would you be a buyer at these levels.
Thank you
Why the share price slide.
Would you be a buyer at these levels.
Thank you
Q: What do you think about the JV they entered into? Big drop in share price today (Friday), Any cause for concern?
Thanks
Thanks
Q: Is this security a good idea for an income portfolio or is it the 2022 equivalent of « the Yellow Pages »?
Q: Your thoughts on purchasing this stock. Great yield , I already own some but it looks tempting.
Do you think weakness recently is because of higher interest rates and do they have excessive debt?
Thanks Bob
Do you think weakness recently is because of higher interest rates and do they have excessive debt?
Thanks Bob
Q: Dir.un dropped 5.73% to $14.96.Any reason besides the terrible markets on Friday..Note that it is below recent $6.30BD. Have some shares,so is this an opportunity to add. Txs for u usualgreat services & views
Q: Is the payout (dividend) secure from this REIT? Concerns have been expressed about the retail sector given high inflation which is hanging around and labor shortages.
Q: Good afternoon,
For an income investor - your thoughts on PRV.UN would be most appreciated.
Thanks,
For an income investor - your thoughts on PRV.UN would be most appreciated.
Thanks,
Q: Is the payout (dividend) secure from this REIT? There is some concern expressed about the office real estate sector with more people working from home, going forward.
Q: I am trying to get an idea on the revenue growth potential of SMU.un. My info is based on the 2021 annual report.
The company seems to have a good portion of its industrial lease renewals coming soon. In fact, 25% in 2022, 40% in 2023, and 29% in 2024. In a very tight leasing market, where vacancy rate is <1%, such as GTA, GMA, these lease renewals could potentially bring in 20%, 33%, and 29% (corresponding to each of the three years) to the overall revenue without any major added operating expenses. Theoretically, do you foresee the current P/E at about $20 justified or understated on this growth potential?
Thanks,
Roger
The company seems to have a good portion of its industrial lease renewals coming soon. In fact, 25% in 2022, 40% in 2023, and 29% in 2024. In a very tight leasing market, where vacancy rate is <1%, such as GTA, GMA, these lease renewals could potentially bring in 20%, 33%, and 29% (corresponding to each of the three years) to the overall revenue without any major added operating expenses. Theoretically, do you foresee the current P/E at about $20 justified or understated on this growth potential?
Thanks,
Roger
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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iShares S&P/TSX Capped Materials Index ETF (XMA)
Q: Which ETFs trading on the TSX would you use for Real Estate, Materials, and Industrials exposure?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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True North Commercial Real Estate Investment Trust (TNT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: True North REIT is paying 8.41% as of today. Is this dividend sustainable and is the share price solid?
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.
Q: Hello 5i Team
I am reviewing a spreadsheet I developed for tracking Canadian REITs and the following REITS which were listed on the TSVX and I cannot find current information on:
LRT-UN – Lanesborough REIT
NHT-UN – NexPoint Hospitality REIT
PT-UN – Pine Trail REIT
RRR-N – R&R REIT
I am assuming these are all defunct, however where can I confirm that a company is defunct and the corresponding TSXV listing dropped.
Thanks
I am reviewing a spreadsheet I developed for tracking Canadian REITs and the following REITS which were listed on the TSVX and I cannot find current information on:
LRT-UN – Lanesborough REIT
NHT-UN – NexPoint Hospitality REIT
PT-UN – Pine Trail REIT
RRR-N – R&R REIT
I am assuming these are all defunct, however where can I confirm that a company is defunct and the corresponding TSXV listing dropped.
Thanks