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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 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!
Read Answer Asked by Stefano on March 10, 2021
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
Read Answer Asked by John on March 09, 2021
Q: Hi,

Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.

Since I am overweight CND stocks does it make sense to go with either PHR or CGR.

This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.

Thoughts?

Thank you

Rino
Read Answer Asked by Rino on March 03, 2021
Q: Where do you see the best value in Canadian REITS today?
Thanks.
Read Answer Asked by Lawrence on March 02, 2021
Q: Apartment based REITS seem like good value yet their stock price is declining. Can this be explained by the fact that their future performance will be impacted negatively by expectant higher interest rates?
Read Answer Asked by John on February 25, 2021
Q: Your most recent answers to questions about HR.UN and REI.UN indicate that you don't favour them and that they do not need to be owned, suggesting DIR.UN instead, among others. So a few days ago I replaced HR.UN with DIR.UN, and ever since, both
REI and HR have been shooting up while DIR languishes. Today alone they are up over 5% and 4% respectively. Can you explain what's happening here?
Read Answer Asked by chris on February 25, 2021
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