Investment Q&A

• Killam Apartment Real Estate Investment Trust (KMP.UN)
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Q: What do you think of kmp.un.ca for safety and growth ?

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Read Answer Asked by philip on March 19, 2021

• Park Hotels & Resorts Inc. (PK)
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Q: Hi gang, just came across park hotel and resort. How would you rate this company? Has it cut did at Covid19? Is div safe? Are they making any money? Looking for4-5 years in rrsp. Thanks
Alnoor.

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Read Answer Asked by Alnoor on March 18, 2021

• DRI Healthcare Trust (DHT.UN)
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Q: Good morning,

Just wondering if DHT.UN will be paying a dividend and if so have they indicated how much?

Thanks

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Read Answer Asked by Jimmy on March 17, 2021

• Lennar Corporation Class A (LEN)
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Q: Hi 5i,
What is your opinion regarding Lennar's earnings released today (meet/beat?) and what can be expected going forward?
Would you continue to hold/add at current prices? Why /Why not?
Finally, calling for prediction, at what price do you think this stock would be considered fully valued?
Thx
Jim

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Read Answer Asked by jim on March 17, 2021

• BSR Real Estate Investment Trust Trust Units (HOM.U)
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Q: Can you comment on recent qtr results for BSR reit please? I have been adding to this one for US apartment sunbelt exposure. What do you think of it? I also own Killam and Cap apartment reits for Canadian exposure. Do you like the sector? Thanks

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Read Answer Asked by Scott on March 15, 2021

• Century Communities Inc. (CCS)
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Q: What is your opinion on this company?

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Read Answer Asked by Anne on March 15, 2021

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: I would appreciate your comments on:
1) the latest quarterly results.
2) overall prognosis for this specific company
3) whether you agree with their supposition that the hotel industry will have a recovery surge from pent-up demand probably beginning this summer (in the USA, at least).

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Read Answer Asked by Paul on March 13, 2021

• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Hi, your thoughts on their earnings please. They looked decent to me but the stock is selling off? Thanks.

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Read Answer Asked by Gary on March 12, 2021

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Greetings:
On Feb 23, you said wait a while longer to sell. I have all the time and patience to wait, however, I don't want to wait until I am forced to accept $16.50. Advice now?
Thanks as always,
BEN.

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Read Answer Asked by BEN on March 12, 2021

• Chartwell Retirement Residences (CSH.UN)
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• Extendicare Inc. (EXE)
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• Sienna Senior Living Inc. (SIA)
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Q: Hello 5i, I am looking at the senior care companies and would appreciate your opinion as to senior care investments as these companies have had a rough ride but with the vaccine coming out I think these companies may have a sunnier future for growth and income. Your thoughts would be appreciated also could you list these 3 companies in order from best first. Thanks

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Read Answer Asked by Michael on March 11, 2021

• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Hello. WPT seems to be languishing and has done so for some time. Is this worth holding for some better days?

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Read Answer Asked by Margot on March 11, 2021

• Artis Real Estate Investment Trust (AX.UN)
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Q: Could you comment on the announcement today from Artis. Why move to a publicly tradable private equity? Who benefits from this? Presumably it would still be on the TSX? I also wonder why they would sell off what seems to be the best portion of their portfolio? I hold a small position in Artis, but with significant capital gains (which I prefer not to realize right now). What is your view of Artis going forward - hold or sell?
Thank-you

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Read Answer Asked by grant on March 11, 2021

• DRI Healthcare Trust (DHT.UN)
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Q: With the caveat there is not an abundance of info to go on, what do you think of dht.un? Scotia has a price target of $19US, which seems a little overexuberant for a major broker to place on a reit.

Thanks, as always.

John

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Read Answer Asked by john on March 10, 2021

• Middlefield REIT INDEXPLUS ETF (IDR)
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Q: I am a long-term investor. I am looking for 5i's favourite REIT etfs (cost/liquidity, etc.). Please provide one or two GROWTH REITS (lower monthly yield) and one or two HIGH-INCOME REITS (highest monthly yield with growth as a secondary focus). This would be for both a non-registered account and a TFSA in $CAD currency (replication is fine). US/CAN or Global REITS. Whatever the preference.

Please also comment on IDR.TO (Middlefield Indexplus Reit), and whether this fits in some manner to the above categories.

Much appreciated!

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Read Answer Asked by Stefano on March 10, 2021

• SmartCentres Real Estate Investment Trust (SRU.UN)
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Q: Hi, I'm looking at reits and wonder what your comments would be on SRU. They look to be in an interesting niche that might do well as the world gets back to normal.
Appreciate your thoughts,
Perry

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Read Answer Asked by Perry on March 10, 2021

• H&R Real Estate Investment Trust (HR.UN)
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• High Liner Foods Incorporated (HLF)
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• Brookfield Business Partners L.P. (BBU.UN)
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Q: Please list these companies in order of which to dispose off. They are in a RRSP with no tax complications and I would like to top up a pair of other positions. HLF, HR.UN and BBU. THANKYOU

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Read Answer Asked by John on March 09, 2021

• Crown Castle Inc. (CCI)
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Q: GOOD DAY TO YOU ALL
what s your opinion on this Co.
thanks

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Read Answer Asked by georges on March 08, 2021

• Genworth MI Canada Inc. (MIC)
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Q: hi
do you know when bam.a will finalize mic's takeover ?

jacques

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Read Answer Asked by jacques on March 08, 2021

• Vanguard Real Estate Index Fund ETF (VNQ)
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• Real Estate Select Sector SPDR Fund (The) (XLRE)
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Q: Recently you recommended VNQ for US REIT exposure. I've been thinking of XLRE- Much higher yield. You don't like?
Thanks jerry

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Read Answer Asked by jery on March 05, 2021

• Tricon Residential Inc. (TCN)
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Q: TCN has entered into "a joint venture arrangement with two institutional investors". I'm not clear on the impact/significance of this transaction.
Would appreciate your thoughts on this. Thanks John

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Read Answer Asked by John on March 04, 2021