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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,
Is the Brookfield family not the majority shareholder of Brookfield Properties ? If so, I do not see how the present offer would be turned down or increased.

Thank you
Read Answer Asked by Guy on January 04, 2021
Q: Hi 5i:
Based on the idea that offices will not be needed as much in the post pademics future , is it worth to keep this stock (SOT) for a 5 years period?, or it would be better to switch to HR for example.
wishing a good year to your team and all members. Alex

Read Answer Asked by Alejandro (Alex) on January 04, 2021
Q: I’m confused on the offer by Bam to buy out shares as to the Options shareholders have.
Is it 14.5%+- premium plus 0.4 of a BAM share? Or 14.5% premium or the 0.4 BAM share ?
If it’s 1 or the other, then I feel this low premium on the shares is not fair. It was recently higher and is simply consolidated before next push up. This is opportunistic similar to the lumber company deal that shares holders rejected last year( company escapes me atm (canfor or interfor).
How do you view the proposed deal?
Just last week I bought call option on BPY.un , would you simply take the profits today or hold out for possible better offer?
Thanks for your help again 🍻
Read Answer Asked by Allen on January 04, 2021
Q: Happy New Year.

According the article in the link below, BPY.UN generated year to date funds from operation (FFO) of just $665 million while paying close to $1.541 billion in interest. I saw a fairly recent Youtube interview with Bruce Flatt, and he seemed quite upbeat on Brookfield's overall outlook going forward. How much of a concern is this FFO/Interest ratio to your team?

https://seekingalpha.com/article/4396749-look-astronomical-leverage-brookfield-property?mail_subject=11-3-yield-high-insider-ownership-pandemic-resistant-newtek-business-services&utm_campaign=nl-investing-income&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha

Thanks.
Read Answer Asked by James on January 04, 2021
Q: Hello 5i Team

I have been researching the controlling (or largest holder) of the various REITS on listed on the TSX. However I have difficulty in determining the largest holder in several cases.
Some companies make it very easy (either by listing the information in their annual report) and then some make it difficult.

Are you aware of a website that lists this information or do I have to research the quarterly/annual filings and if not successful, then contacting the investor relations group at the REIT in questions.

Thanks
Read Answer Asked by Stephen on December 22, 2020
Q: A little while ago, Stephen asked a question about some Reits and BSR was mentioned. In your answer, you suggest it was not cheap, based on 22x cash flow. A couple of questions: would other matrices also show it to be not cheap? About P/E, it shows at 5 on my Portfolio Tracking, but on the web page from my booker, it says 12.49....why the difference? Last, while I do like the business focus of BSR, CAP Reit is often mentioned favourably for this sector; can you briefly compare these 2 and suggest which you would prefer, and why? Thank you for your excellent service.
Read Answer Asked by Leonard on December 21, 2020
Q: The reported 'dividend' yield for BPY is reported as 9.2%. However, am I correct to say that this is not a 'dividend' like a dividend from the Royal Bank.
Is the BPY dividend actually a blend of interest, dividend, return of capital and 'other' income? Please confirm this observation to be correct or not.
An amateur DIY investor such as myself can be fooled if not careful by simply looking at the 'dividend yield' as reported in daily stock quotes.
What got me questioning the yield was the old adage "if it sounds too good to be true, it probably is". As mentioned in my previous question, the high 'dividend' put up a red flag.
Regads,
Read Answer Asked by Ron on December 21, 2020
Q: Hi
I want to have your outlook on both IIP.UN and CAR.UN post pandemic.
How are their balance sheet during the pandemic? Are they badly impacted during the pandemic or were they able to still get the renters pay their monthly rents.
Which one would you buy between these two now?
Do you think IIP.UN will reach its new high of 18$ in 2021?

thank you
Read Answer Asked by Kristelle on December 21, 2020
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