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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 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
Read Answer Asked by Roger on April 27, 2022
Q: Which ETFs trading on the TSX would you use for Real Estate, Materials, and Industrials exposure?
Read Answer Asked by Alexander on April 25, 2022
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.
Read Answer Asked by Steven on April 25, 2022
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
Read Answer Asked by Stephen on April 25, 2022
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
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