Q: Are there any companies you like in the MIC space right now?
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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: Hi Everyone at 5i! Hope you are enjoying your summer so far! I am looking for a little advice. I hold Riocan in my RRSP and having ridden it up and down, I am now back to breaking even . As you gaze into your crystal ball, what do you think it’s future prospects will be ? I suspect that interest rates will climb and adversely effect the stock price. Any suggestions for a replacement REIT? Or conservative dividend paying alternative suitable for an RRSP. Cheers, Tamara
Q: Could you explain to me STARLIGHT Investments and their multiple subsets. In Nov 2019, I was interested in the Continuum Reit IPO, but Starlight took over the Reit before the IPO for 1.72B, no small deed !! Where did the funds come from for such a young company, debt only? Are the many Starlight Multi-Family units Closed-end Funds? Limited PartnerShips? Do they have an « expiration » date ? Thanks.
Q: Relative to diversifying my investment portfolio I am considering buying a lot and building a multi unit residential complex where I would rent 3 units and then live in the other. The cap rate for this investment is at 3.5% which is well below the preferred 7%-12% real estate industry baseline. This investment will require $2M in working capital which is about 55% of the funds I have for all investments. Given the dividend rate for a diversified allocation (BTSX) of dividend paying stocks, estimated to be 4%, would you consider this real estate investment to be a good option for an investor?
Q: Is this company a buy, hold, or sell and why?
Thank you
Thank you
- Realty Income Corporation (O)
- Cencora Inc. (COR)
- Century Communities Inc. (CCS)
- NorthWest Healthcare Properties Real Estate Investment Trust 5.25% Convertible Debentures (NWH.DB)
Q: I would like to diversify my REIT holdings geographically. I currently hold a reasonable position in CAR.UN and an overweight position in TCN. I would appreciate any recommended REITS with operations in the USA or Europe that are registered in either Canada or the USA. Is there anything like another another Tricon Residential available?
With appreciation for your great service.
Ed
With appreciation for your great service.
Ed
Q: what is your evaluation of HCG?
dividend?
buy hokd sell?
dividend?
buy hokd sell?
Q: Deaar 5i,
I would like your thoughts on CRT.UN vs CTC.
In March 2020 there wax a very dramatic decline in CRT.UN vs CTC.
I would have thought CRT.UN would have experienced less of a decline in stock price.
thanks for your opinion
I would like your thoughts on CRT.UN vs CTC.
In March 2020 there wax a very dramatic decline in CRT.UN vs CTC.
I would have thought CRT.UN would have experienced less of a decline in stock price.
thanks for your opinion
Q: Good day - May I have your review of this US REIT including safety of dividend, debt, growth potential, occupancy, risks or other concerns. Is it a good holding if we have more inflation and would you buy here based on valuation. Input always appreciated. Ken
Q: Back in this April I switched GRT.UN over to SMU.UN after GRT.UN's unit price had gone stale. I did reap the benefit of 25% gain from a 2 year hold. This switch is only supposed to be a temporarily move as I was waiting for better other opportunities. However, SMU.UN went up by 18% since then (in only a bit more than 2 months) and I wonder why so much and so quick for a REIT?
My question is that SMU.UN gain for real? Why the big pop and will it hold, or I should jump ship at the next opportunity? I'm not complaining about this windfall, but it's too much too soon and there is no such thing as a free lunch from heaven? Right? LOL.
My question is that SMU.UN gain for real? Why the big pop and will it hold, or I should jump ship at the next opportunity? I'm not complaining about this windfall, but it's too much too soon and there is no such thing as a free lunch from heaven? Right? LOL.
Q: I'm thinking about selling my Morguard, over concerns about the paradigm shift away from office space.
Do you agree ?
Thanks
Do you agree ?
Thanks
Q: Hello,
What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.
Thanks,
Raj
What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.
Thanks,
Raj
- WPT Industrial Real Estate Investment Trust (WIR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- EXFO Inc. Subordinate Voting Shares (EXF)
Q: Hi
Can u provide your thoughts on these companies. Would you consider them a buy or is there a better alternative. Thanks Clare
Can u provide your thoughts on these companies. Would you consider them a buy or is there a better alternative. Thanks Clare
Q: Your opinion on Dir.un as thinking of buying & selling Mpct(same family) Txs for u usual great opinion & services
- WPT Industrial Real Estate Investment Trust (WIR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I see these 2 REITs have been compared before, however they have both moved up lately and I am considering a long term holding 5+ years and would like your opinion which you think is positioned to grow more?
I am looking for industrial do you prefer a different canadian reit?
I am looking for industrial do you prefer a different canadian reit?
- American Tower Corporation (REIT) (AMT)
- Crown Castle Inc. (CCI)
- Alexandria Real Estate Equities Inc. (ARE)
- Healthpeak Properties (PEAK)
Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.
Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Q: What are your thoughts on this relatively small reit. Are its tenants substantial enough to have weathered the Covid - 19 crisis and is the dividend safe. Any other thoughts you may have would be appreciated.
Thanks for the great service
David
Thanks for the great service
David
Q: These 2 companies paid a dividend prior to the Covid Collapse. In the case of American Hotel there is some indication of a possible return to dividend payments by Dec 2021 but it's not clear if Surge Energy will return to paying a dividend. Do you think these companies will return to paying dividends again, and if so, what should I be watching for to give me an idea of how long it will take to return to paying dividends.
Looking forward to your need website.
Looking forward to your need website.
Q: Good day team,
I would appreciate your insights on Summit Industrial REIT. I don’t have any industrial REIT exposure at the moment but used to own Summit a while back. I’m wondering if I should buy again for long term hold and if there is still upside, or if there is another Canadian industrial REIT you would recommend and reasons why.
I would appreciate your insights on Summit Industrial REIT. I don’t have any industrial REIT exposure at the moment but used to own Summit a while back. I’m wondering if I should buy again for long term hold and if there is still upside, or if there is another Canadian industrial REIT you would recommend and reasons why.
Q: Hi 5i!
I would like your opinion on TCN and Real Estate sector overall for its potential stability in an uncertain inflationary (permanent/transitory) environment. Can it be considered defensive?
Thank you!
I would like your opinion on TCN and Real Estate sector overall for its potential stability in an uncertain inflationary (permanent/transitory) environment. Can it be considered defensive?
Thank you!