Investment Q&A

• Brookfield Property Partners L.P. (BPY.UN)
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Q: I understand that Brookfield wants to buy shares at a premium (12$/share) I suppose because they think it's undervalued. My guess is one should keep the shares in that context or even buy more at 11,42$.
What do you think?

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Read Answer Asked by Jean on July 02, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Would you consider this buy back a good indication the dividend is safer now??

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Read Answer Asked by Bill on July 02, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: From reading previous responses, you seem to like both Dream Industrial and WPT Industrial. If you were to buy just one, which would it be and why?

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Read Answer Asked by Kelly on July 02, 2020

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I have held this security for it's nice income and long term growth potential. I have lot of room to add, so, in your opinion is it fairly valued at this time?

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Read Answer Asked by Daniel on June 30, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Down close to 15% . What would you suggest as a trade.

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Read Answer Asked by Dan on June 30, 2020

• SmartCentres Real Estate Investment Trust (SRU.UN)
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Q: I am down significantly on SRU, purchased in January 2020. The holding is only about 1% of my investments, should I purchase more at this time or continue to hold?
Thanks

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Read Answer Asked by Grant on June 30, 2020

Q: What is a Realestate Income Trust

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Read Answer Asked by Gary on June 29, 2020

• Altus Group Limited (AIF)
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Q: hello 5i Research team, AIF sold its investment in REAL at 5ish dollars less than two years ago while they were insiders and had a representative one REAL’s board. Now that we know what happen since then. What can that tell you about AIF? Lack of vision? Certainly not a desperate need for cash. Do you « downgrade » AIF management for this?Thank you for your collaboration, Eric

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Read Answer Asked by Eric on June 29, 2020

• Sienna Senior Living Inc. (SIA)
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Q: I sold SIA a month ago, mainly for tax loss purposes. I can buy it again at roughly the same price, my thesis being that all the bad news is out, so it should not go down much further. My main question is: is the dividend fully funded, i.e. should we expect a cut in the future? This is for an income portfolio. Thanks.

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Read Answer Asked by Martin on June 26, 2020

• Healthpeak Properties (DOC)
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Q: Good morning:
What do you guys think of this name .
Thank u
Mark

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Read Answer Asked by Mark on June 24, 2020

• Public Storage (PSA)
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• CubeSmart (CUBE)
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Q: I would be interested in a REIT or an ETF which deals primarily with storage units and/or warehouses. Is there such a thing? Either in Canada or the US..

Thanks as always. You provide such a valuable service to independent investors like me.

Joanne

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Read Answer Asked by Joanne on June 24, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: What is the current yield on bpy.un as different sites seem to be showing different rates. Have they cut the distribution over the past several months?

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Read Answer Asked by Aleem on June 24, 2020

• Morguard Real Estate Investment Trust (MRT.UN)
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Q: Could you please provide an update on Morguard REIT. Do you still see it as a high risk investment?

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Read Answer Asked by Lloyd on June 22, 2020

• Nexus Industrial REIT (NXR.UN)
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Q: What is your analysis on Nexus REIT?

The commercial real estate looks like mainly leased to grocers, dollar stores and banks.

Only concern seems to be their office space which seems to be a small portion.

Also, what % of their real estate is office space?

Book value of yahoo states a value of $2.65. How do they compute this?

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Read Answer Asked by Thomas on June 22, 2020

• Allied Properties Real Estate Investment Trust (AP.UN)
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• Granite Real Estate Investment Trust (GRT.UN)
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Q: Hi Peter, Ryan, and Team,

I know that you still like AP.UN, but if one feels that there could be better results elsewhere, how would you feel about a switch to GRT.UN? Allied has done well in my wife's TFSA, but I'm a bit uneasy about the office property sector in the short to medium term. Or do you have any other suggestions in the same sector? Thanks in advance for your advice.

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Read Answer Asked by Jerry on June 22, 2020

• Equinix Inc. (EQIX)
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• Cencora Inc. (COR)
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Q: Can 5i recommend two quality US based REITs for good income and a bit of growth? Thanks.

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Read Answer Asked by George on June 22, 2020

• RioCan Real Estate Investment Trust (REI.UN)
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Q: I have held riocan for more than a decade,and am still well ahead. However, I am concerned about the retail industry as well as the big yield, and fear a cut. I don’t need to be in the reit space in my portfolio. Would you recommend a hold ,or a sale and replacement with a decent yielding and relatively safe alternative?
If so, what would be your favourite?
Thanks for the great service.
Philip

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Read Answer Asked by Philip on June 22, 2020

• RioCan Real Estate Investment Trust (REI.UN)
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• Ravelin Properties REIT (SOT.UN)
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• True North Commercial (TNTUN)
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Q: As a income investor optimism and skepticism seems to be on the downside for reits-how do you feel on Rei.un,Tnt.un,Sot.un going forward.Feels like some lowering of positions maybe warranted.

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Read Answer Asked by terrance on June 22, 2020

• Genworth MI Canada Inc. (MIC)
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Q: Would like your outlook on MIC and its plans to not change it's underwriting policy.
Thanks
Bob Rose

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Read Answer Asked by Robert on June 22, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Decided to sell HR.UN, would like to hear your recommendation on 1 or 2 replacement(s) for income and a bit of growth in the same sector.

Thanks

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Read Answer Asked by Steve on June 19, 2020