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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: Hello Peter,
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!
Read Answer Asked by James on August 10, 2020
Q: Hello there

can you suggest which canadian REITs you favor these days, and why.

second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please

as always. your guidance is appreciated

thanks
Read Answer Asked by alex on August 05, 2020
Q: Hello, I received a tendered cash offer of USD $12 (so, about CAN $16) for the units of this security from the corporation for cancellation). The tender deadline is August 26 and there is no date noted for the purchase..

Is there a reason why this offer is not immediately supported by a price hike to CAN $16 (or thereabouts) as $CAN 16 is the floor price in the near term?

Thank you.
.
Read Answer Asked by ANDY on August 04, 2020
Q: I bought BPY:us on a NY Exchange and hold in US$ within an RSP. I also hold BPY.un in C$ withinin a Canadian TFSA. I have substantial losses on both. These losses cannot be offset against capital gains.
BPY (US) and BPY.un have both sent me a cash offer for shares . The issuer offers US$12 or the equivalent in Canadian $. There is no mention of what, if any, accrued dividend would be paid to shareholders/ unitholders.
What would you do on the above-noted offer. Tender shares on one of the accounts , tender both, or neither ?
Read Answer Asked by Adam on July 30, 2020
Q: Hi,
I note your favourite residential REITs but they have almost no exposure to BC. Is there a reason for this? Which REITs have the most West coast exposure? What do you think of them?
Thank you for your advice,
Bryn
Read Answer Asked by david on July 22, 2020
Q: Hello 5i Team
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Read Answer Asked by Stephen on July 21, 2020
Q: Can you tell me your top two or three choices for Canadian industrial reits, thanks Bill
Read Answer Asked by Bill on July 21, 2020
Q: I currently hold 2,000 exe.a and 1,000 csh.un in one of my RRSP accounts and am down considerably on both.

1/ Do you feel the dividends are relatively safe?

2/ Do you think think they will rebound?

3/ Or - should I just trim them both and move on?

Thanks for your insights.



Read Answer Asked by Dave on July 15, 2020