Investment Q&A

Q: I do not hold any Reits in my portfolio at this time and would like to add one or two. Can I please have your recommendation on your two preferred Canadian Reits. Thank You.

Q: What are your thoughts on this healthcare etf, it has an attractive yield and the chart looks healthy?
Gordon Pape likes it!

Thnx
Dave

Q: XRE: I've held this one in my RRSP/RIF for 11 years; however, distribution has gone down as has unit price with CV19 and would like to replace with an ETF with a good distribution. Or should I keep?

Q: Mainstreet has characteristics which make it over-looked in its sector despite pretty good longer term performance ie small size , illiquidity and lack of dividend.
Could I have your comments on its earnings and company prospects going forward .
Thank-you.

Q: What is the latest company news and opinion regarding stocking going down, sideways or up in the next 6 months and 2 years from now? Are there other similar companies with a greater future upside total return for the indicated time periods?

Q: Does the Rio Can cut increase the chance of Smart cutting their distribution and any other thoughts? Looking at 2 to 3 percent holding. THANKS

Q: in light of rei.un decision to cut distribution by 33 percent are there any reits in the same space that might now be considering a cut or are there any reits in general that could cut the distribution? thanks Richard

Q: Would appreciate your thoughts on this US grocery anchors reit. Thanks

Q: Hello 5i team,

Allied Properties REIT announced last week that they are going to raise their distributions starting January 2021. This is surprising given the uncertainty that COVID has cast over office real estate.

How should investors make sense of this distribution increase? Can we take this as an indication of good Q4 performance thus far?

Thanks!

Q: Why the 5% drop today,can't find any news??

Q: Looks like Morguard Real Estate Investment Trust Trust Units has been moving, can you please give me your latest opinion, their recent Q'ly results. Would you recommend this for a non registered account?

Thank you for the excellent work and take care
Atchuta

Q: Good Morning,

What do you think of ERE.UN for a TFSA or an RESP for a long term hold? About 10 years maybe?

Thanks

Q: REITs and REIT ETFs: You do not recommend REITs in unregistered accounts nor in RRSP, is it OK to have REIT ETF instead of REIT in unregistered account in order to do easier calculations if selling ,concerning income tax declaration : I use only the T3 or T5 provided by the bank, is it OK then ? 2) Concerning RRSP the tax rate is usually not high when we are retired since salary is lower so s it OK to have some REITs or REIT ETF in my RRSP?

Q: Good morning - what would be your choices in the real estate and consumer defensive sectors at this time ( for long term holds)? I am concerned about the near term future for retail real estate ( i had a long career in retail realty) as well as for the longer term of office realty. Apartments and Industrial look more appealing and I currently hold IIP, Dream Industrial. Add more, or diversify, maybe to Granite? I have very little in Consumer Defensive. As always, thanks.
al

Q: Hello 5i Could you provide your thoughts and assessment of this company for a longer term investment and would it be better to put it in a TFSA if acquired.

Q: i was just wonder which reit u buy today







i was wondering if u were buying a reit today which one would it be. I looking for dividend I do own bit BPY & H&R but not whole lot. i would like something new or would u just buy theses?




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Q: I am retired, living off dividends and distributions I receive from my CDN portfolio. For a number of years, I have put my high-yielding REITs with less tax-efficient distributions in my TFSA. I have paper losses on all of them, but it is a long-term game and they still have high yields, except H&R. Given H&R’s holdings, in a context more negative toward retail and office spaces, should I take my loss, even in a TFSA, and replace it with NWH.un, which I have in my taxable account and has a higher yield? Thanks, Martin

Q: Hello 5i Team
Firm Capital Apartment REIT (FCA.UN / FCA.U) is a small cap Canadian REIT focusing on the US multi-residential market.
1 - How does it compare to the other US focused residential REITs trading on the Canadian Markets? Specifically compared to BSR REIT (HOM.UN / HOM.U), Flagship Communities REIT (MHC.U) and the closed end fund Starlight U.S. Multi-Family (No.1) (SCPO.UN)? Most of these REITs pay their distribution in US dollars and trade in both C$ and US$ on the Canadian Exchanges.
2 – Would Tricon Residential (TCN) be a better choice, even though it is a corporation (versus a REIT) and has a lower yield?
3 – Would it be better to research the US listed residential REITs and select a suitable candidate?
Thankyou

Q: Greetings 5i,
I am looking to make some room in my portfolio and have also recently done well on the REIT rally. Of the three companies listed, would you SELL one of them or trim from all three?
Thank you very much
Steve P

Q: GRT.UN: Only 33% is from magna bldgs - the rest is modern warehouse set-ups that cater to the on-line commerce that is evolving more quickly with CV19 is my understanding; however, as the vaccines are rolled out will this not have a negative effect initially on the unit price? I'd love to buy; but, seems very expensive right now. A full position for me would be 1500 shares. Comments please.