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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: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!
Read Answer Asked by Grant on October 28, 2021
Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we need to increase our Real Estate holdings, but the only place to do so would be in an unregistered account. I’m looking at GRT.UN and TCN. My thinking is that even though GRT.UN has a slightly better chart, the best option would be to go with TCN, and since it’s not a REIT, there would be some tax advantages in this situation. Is my thinking correct? I should add that our only holdings in this sector are FSV and IIP.UN, both recommendations of 5i, but held in our RRIFs. A big thank you for these past recommendations, and for your assistance with my latest query.
Read Answer Asked by Jerry on October 28, 2021
Q: I own these 3 REITs in my RRSP. I have done extremely well on them and I have reduced my positions. Given that they are REITs and have recovered nicely from the Covid lows, I am debating exiting the positions completely since their upside potential has been reduced. They will never have explosive growth and since they are no longer depressed does it make sense to exit the positions and look for opportunities elsewhere where there is more upside. The dividends are not that large so I don't feel I am missing out from an income perspective.

Thanks,
Jason
Read Answer Asked by Jason on October 27, 2021
Q: WPT Industrial REIT was bought by Blackstone on Oct 22, and I was surprised to see the breakdown of purchase details. Of the $22.00 purchase price, approx 19% was paid as disposition price and 81% as a giant dividend. This seems very unusual and costs the holder a chunk of money reflecting difference between dividend and cap gain taxation. I must say this seems unfair. Any comments?
Read Answer Asked by richard on October 27, 2021
Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this
Read Answer Asked by Terence on October 25, 2021
Q: CCS-u seemed to have had a correction mid-summer. I received your report on TCN-c and it looks extremely interesting. Am considering a purchase of one or both. Would you have a favourite or would you consider them equals from a point-of-view as investment opportunities? Is the U.S. housing market still booming?
Ed in Montreal
Read Answer Asked by ed on October 22, 2021
Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi
Read Answer Asked by JOSEPH on October 21, 2021
Q: I plan to buy a REIT by the end of 2021 to balance out one of my portfolios (RRSP). Looking to hold up to 25 years. Can you recommend a REIT that will pay a descent dividend and possible grow over a long period of time?
Read Answer Asked by Danny on October 19, 2021
Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

Read Answer Asked by Kristelle on October 15, 2021
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