Investment Q&A

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Q: nav is 11.80 cad $ yet stock is trading at 8.31 cad$ 30% discount to nav? things look pretty good . 60% of assets in sunbelt. please help i think i should be buying

Q: Would this reit be a considered a good defensive play in 2022 against inflation? Approx 50% of their anchor tenants are Drug Stores, Grocery Stores, Dollar stores and Gas stations.

Q: this spin off from realty income has crashed and trades at 6 x ffo. your opinion of this reit please

Q: Hello again and thanks for your insights on AGNC, I think I will set that one aside for now. Searching the Q&A I have assembled this list of 4 companies for diversified exposure to residential and industrial real estate in Canada and the US (a bit of global with Prologis is appealing). In your opinion does this group provide complementary exposure? Can you suggest an addition to this list or is there one that you would remove?

Q: Hi team,

Do you believe Samir Manji's strategy for Artis as a platform company will be rewarding to long term shareholders from here ?

Q: Is TCN or HOM.un a better buy at this time? Which has better growth prospects in the near and medium term? Which has a cheaper valuation and are their valuations reasonable for reits? Are their debt levels reasonable?

Q: Hi There
Artis appears to have announced a generous special dividend (cash and stock) but the market does not seem to care. Any thoughts or is it smoke and mirrors?

Q: These symbols are confusing.
They are both showing as having the same US$ div'd.
Same name and both say :CA on you web site,
They appear to be the same but .U trades in US$ on the TSX.
The .UN one is aa newer list and trades in Cdn $.
Any advantage to one over the other?
Cdn $ one seems to do less volume.
I always get gypped on conversion when I trade US$ in a Canadian $ account. Even the trading fee is in US$.
Would appreciate your expert opinion.

Q: After market close,Bam.a bought Dream Works for new Reit for sale to investors. Please short comment & impact on Bam.a. Txs for u usual great services & views

Q: What are your thoughts on housing (I read that the average price is now $720,000 in Canada. If you could address thoughts on the rental market, reits, and single family dwellings it would be appreciated. Thx

Q: While recognizing these two Reits operate in different asset areas, which one would you consider safest for dividends and which has the greatest path for growth.

Thanks for all you do

David

Q: could I get an updated opinion on this company, for a US$ RRIF 2-3 yr hold?
Thanks

Q: Good Saturday morning 5i Team. I've held Expi for approx 18 months it started out like a rocket but seems to be in the penalty box since the split. I see a new real estate play REAX-Q gaining some early traction. Do I stay the course with Expi, own both or move on. My position is in a TFSA, do I buy REAX as a Canadian or U.S. holding? Best of the season and as always thanks for your good council. David

Q: Can you please comment on these 2 REITS.
How do you see them performing in the next 3 years?
Do you see them as good holdings?
They have been trading sideways compared to TCN.

Thank you

Q: Hello. I hold this US REIT in my margin account. Could you explain the tax consequences of the payout distribution? Would you prefer this type of holding in a register account? Thank you.

Q: Is it better for me to hold these companies in a registered account?

Also, in terms of their portfolio diversification, do I need to own all four?

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Hi 5i,

I received the tender notice from my broker today:

...Appleseed Merger Sub LLC is offering to purchase any and all outstanding shares of common stock, par value USD$0.01 per share, of CoreSite Realty Corporation at a price per Share of USD$170.00 without interest and subject to any applicable withholding taxes, net to the seller in cash.

Terms:
Option 1: Cash (USD) (See Important Notes)
To receive USD $ 170.00 in cash, without interest and less any applicable withholding taxes per share of CoreSite Realty Corporation tendered.
Option 99: Do Nothing (Default)
Holder to retain Security.

A few question I'm hoping you can answer:
1. When is the transaction expected to close?
2. If I do nothing it says I retain the security? What does that mean?
3. I am very sad to see the stock get taken over? What would be a good replacement for it? There aren't that many names in the same space. Would the replacements have the same growth potential?

TIA!

Wayne

Q: Hi 5i,
I gather from your answers to the few questions that have been asked about it that you are not great fans of IDR for real estate exposure, and my initial question is basically why and what should I be concerned about?
If I'm reading the information correctly, IDR's 10 year growth rate (2011 - 2021) is 167%, with YTD sitting at 29%. It's annual yield meanwhile is 5.60% (or more) and it is diversified through holding residential, industrial and retail REITs in Canada (67%), USA (24%) and the UK (2%).
Could one potentially do better and risk less through holding individual REITs instead of the basket afforded by IDR and, if so, which ones would you recommend for the real estate portion of a portfolio in the current economic climate?
Thanks!
Peter