Investment Q&A

• RioCan Real Estate Investment Trust (REI.UN)
  • View REI.UN Profile
  • View Questions on REI.UN
• SmartCentres Real Estate Investment Trust (SRU.UN)
  • View SRU.UN Profile
  • View Questions on SRU.UN

Q: Would you switch REI.UN for SRU.un or would it be like trading $1 for 4 quarters?
Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on July 20, 2020

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
  • View CIGI Profile
  • View Questions on CIGI
• FirstService Corporation (FSV)
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: I had Colliers then got FirstService as a result of a split . I have 0.85% in CIGI and 1.26% in FSV. Should I continue to hold both or sell Collier then add to FirstService. Both are held in a non registered account. . ..thanks

Upvote 0

Read Answer Asked by David on July 20, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
  • View NVU.UN Profile
  • View Questions on NVU.UN

Q: A different newsletter commented that the deal with Starlight could get scuttled if even one of the Northview lenders does not consent. Thus the discount from current unit price to takeover price. Would you sell now? or do you see the deal happening? Thanks Ron

Upvote 0

Read Answer Asked by Ronald on July 17, 2020

• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Extendicare Inc. (EXE)
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

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.

Upvote 0

Read Answer Asked by Dave on July 15, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN)
  • View WIR.UN Profile
  • View Questions on WIR.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN)
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Cencora Inc. (COR)
  • View COR Profile
  • View Questions on COR
• Stag Industrial Inc. (STAG)
  • View STAG Profile
  • View Questions on STAG

Q: What are your picks for an industrial reit in canada and also USA?

Upvote 0

Read Answer Asked by John on July 14, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN

Q: I have MR.UN , HR.UN and REI.UN in my cash account. Are these reits worth keeping? Could you recommend another reit worthwhile. Thank - you .

Upvote 0

Read Answer Asked by John on July 13, 2020

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: Hi Everyone at 5i! I own shares of BPY.un and HR. un. HR cut its dividend but still offers a dividend of over 6%. BPY has a higher dividend which it has not cut yet. I would like to sell off my HR and reinvest in BPY to conglomerate my holdings. Do you think this would be a good move? Cheers, Tamara. PS. I caught Peter’s virtual Money Show presentation today. It was excellent!!! Thank you!!!!

Upvote 0

Read Answer Asked by Tamara on July 10, 2020

• First Capital Realty Inc. (FCR)
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR

Q: what do you think of the 3.753% bonds with maturity on 2027/07/12 ? would you have default concerns if the recovery is slower than expected? thanks

Upvote 0

Read Answer Asked by anthony on July 10, 2020

• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: I see that REAL is reporting at the end of the month. Wondering if you could give me the estimates that are expected? Also, I am curious to hear if you have any thoughts on earnings, (beat or miss) or if you could give your own expectations?
Thanks for everything,
Josh

Upvote 0

Read Answer Asked by JOSH on July 10, 2020

• Redfin Corporation (RDFN)
  • View RDFN Profile
  • View Questions on RDFN

Q: Hi 5i team,

What’s your thoughts on RedFin as a current investment for the next 3-5 years? Would you see this company as a disruptor within its space?

Thanks as always,
Jon

Upvote 0

Read Answer Asked by Jonathan on July 08, 2020

• Brookfield Office Properties Inc. Class AAA Preference Shares Series T (BPO.PR.T)
  • View BPO.PR.T Profile
  • View Questions on BPO.PR.T

Q: I hold these preferreds, which yield over 10%. I assume there are credit concerns based on doubts about the viability of companies holding office, commercial and retail properties. Your opinion?

Upvote 0

Read Answer Asked by James on July 08, 2020

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM)
  • View DRM Profile
  • View Questions on DRM

Q: Any thoughts on why there is a share consolidation,I know there was some who thought the company was undervalued by the market, now we have the pandemic and I don't think anyone knows the full effect that will have in the market, is there a line of thought this will give a better price over the long haul.
Best Regards,
Tom

Upvote 0

Read Answer Asked by Thomas on July 07, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
  • View NVU.UN Profile
  • View Questions on NVU.UN

Q: Further to this mornings's questions on Northview Apartment REIT and its new entity - the Northview Canadian High Yield Residential Fund website is now active.
https://www.northviewfund.com/
All the documentation regarding the new entity is available on the website.

Upvote 0

Read Answer Asked by Stephen on July 07, 2020

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN)
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Which would you prefer and why?
Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on July 07, 2020

• RioCan Real Estate Investment Trust (REI.UN)
  • View REI.UN Profile
  • View Questions on REI.UN
• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: Which distribution is safer: REI.UN or BPY.UN? and by how much, if you can quantify that?

Upvote 0

Read Answer Asked by Ozzie on July 07, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
  • View NVU.UN Profile
  • View Questions on NVU.UN

Q: Peter; NVU.UN is ,all things being equal, being taken over by Starlight,aka Mr.Drimmer. At the same time there is an IPO backed by Starlight, called the Northview High Yield Residential Fund .class A shares, to yield 10.5%. Which, if qualifies for the dividend tax credit , would be attractive. Have you heard of this IPO and how is it connected to the takeover? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on July 07, 2020

• RioCan Real Estate Investment Trust (REI.UN)
  • View REI.UN Profile
  • View Questions on REI.UN
• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: I am currently down on REI.UN and am reluctant to let it go. Should I be patient or trade it for BPY.UN. ? Is holding both problematic ? BPY.UN seems like a good deal at these prices.

Upvote 0

Read Answer Asked by John on July 06, 2020

Q: Market is indifferent to their recent investments,the latest being its $1B advance to BPY.un ,owners of office buildings & malls & urban retail properties .Bpu.un & its us subsidairy will repay Bam.a with their shares. Please comment. Is it timely to buy Bam.a Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on July 06, 2020

• RioCan Real Estate Investment Trust (REI.UN)
  • View REI.UN Profile
  • View Questions on REI.UN
• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN
• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Which do you prefer or would you keep all 3?
Thanks for your service

Upvote 0

Read Answer Asked by Ozzie on July 03, 2020

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: Peter; Having Read today’s bpy.un questions What do you think of a switch from sru.un to bpy.un? Bpy has a $12.00 floor on it but sru is still questionable on a dividend cut . Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on July 03, 2020