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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: 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
Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak
Read Answer Asked by Tak on October 12, 2021
Q: Greetings 5i members
I have been thinking about increasing my reit exposure. I know that you like tcn and Granite reit. There is also a US reit that you have mentioned from time to time. I tried to look it up on the site by going through the questions. But nothing rang a bell. I am quite sure you will know the company I am talking about. Out of the two mentioned and the so far unknown US reit, which would be your favourite and why? I cannot see either any advantage in holding a Canadian reit in a registered account. Nor can i see a disadvantage in holding a US reit. Do you see any advantages or disadvantages one way or another?

Thanks as always for the great service you provide
Read Answer Asked by joseph on October 06, 2021
Q: I recently sold my shares in RDFN for a small loss as it has not be doing much. I have been looking for a new real estate position in my TFSA to replace RDFN. I have noticed more questions recently about EXPI. Can you describe why you like this company? Would it be one of your top picks in real estate US stocks? If not, what are your ranked top 5 in order? I see EXPI is down 13% today as of writing this question (no news that I can find) and wondering what you might see as a favorable entry point. I am ok with volatility and am looking for long-term growth in my TFSA.
Read Answer Asked by Justin on September 30, 2021
Q: Can you please give me your opinion on how you would rank these three companies and include some comments
on which you feel are at the best discount to NAV and would likely have better growth over the next 3 to 5 years along with any other pertinent information you feel is relevant.

Thank you!
Read Answer Asked by Kevin on September 30, 2021
Q: I am continue to look for Candian listed REITs that own properties in the USA. Your recommendations for any/all sectors of the US REIT market would be appreciated. I already own Tricon Capital but would certainly like to add more residential as well as industrial...
Ed
Read Answer Asked by Ed on September 28, 2021
Q: I am interested in REITs for potential retirement income. However, when one looks into the details of the “dividends” often a significant portion of the yield is return of capital. Are there any Canadian reits that make distributions that are largely just income and if so can you advise of same. Thanks Bill
Read Answer Asked by Bill on September 28, 2021
Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
Read Answer Asked by Camille on September 21, 2021