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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: What are your overall thoughts on investing in commercial mortgage REITs for income in this market? How would a pick-up in inflation impact this sub-sector?
BXMT is closely related to BX - has advantages. Please advise on this particular REIT - BXMT - or another you prefer.
Read Answer Asked by sam on August 12, 2020
Q: Hi Peter, Ryan and Team,

A 5i Q & A caught my attention:

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!
Asked by James on August 10, 2020
5i Research Answer:

WIR.U; COR, DIR.UN, PLD

I recently bought some GRT.UN in this space, and it's done well so far, yet I notice that it's rarely mentioned as a possible buy, as the above Q & A shows. Is there something 'inherently wrong' with Granite as the reason it's not a 'top pick' for 5i?

Thanks for any clarification.
Read Answer Asked by Jerry on August 11, 2020
Q: I currently own TCN but would like to increase my Real Estate holdings through an ETF. I would like to stay away from shopping malls and more commercial real estate and lean towards more residential holdings. Do you have any suggestions in the ETF category or should just buy a REIT like CAR or something else.

Thank You for your solid support
Clarence
Read Answer Asked by Clarence on August 11, 2020
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
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