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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 is a $160,000 000 IPO for DRR.U (probable ticker), available through RBC for one. They will own - subsequent to acquisition - over 3,000 townhouse units in the US, with occupancy at 96%. The price is not set, nor the expected distribution. It also seems like over 40% will be held by some of the forming partners (some of the properties are being bought from them).
I would appreciate your opinion on this one, particularly with regards to any red flags you can spot!
Thanks! Paul K
Read Answer Asked by Paul on April 20, 2022
Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?
Read Answer Asked by Alexander on April 18, 2022
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.
Read Answer Asked by ROB on April 14, 2022
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!
Read Answer Asked by Keith on April 11, 2022
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
Read Answer Asked by Michael on April 11, 2022
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?
Read Answer Asked by Stephen R. on April 09, 2022
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
Read Answer Asked by Mary on April 09, 2022
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
Read Answer Asked by Shyam on April 06, 2022
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
Read Answer Asked by Raymond on April 06, 2022
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