Investment Q&A

• 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

• H&R Real Estate Investment Trust (HR.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Do you have a preference of HR.UN or DIR.UN? At present the distributions are similar. I am interested in safety of the distribution and some growth. Please elaborate.
Thanks for your service

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Read Answer Asked by Ozzie on June 19, 2020

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I was reading an article regarding Dream Industrial, and the author indicated that DIR.UN was a likely take-over/buy-out target for Blackstone (past relationship), also, as they have said that they are "trying to meet a growing demand for e-commerce". Would you consider this a likely/probable outcome?

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Read Answer Asked by JOSH on June 19, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Q: If you have to choose only ONE, highest conviction Canadian REIT in your forever account (dividend not important, growth and longevity very important) which one would it be. I am thinking of CAR, but I want your opinion before committment.

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Read Answer Asked by Rajendra on June 18, 2020

• Tricon Residential Inc. (TCN)
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Q: Can you please provide your thoughts long term potential for TCN and comment on current valuation?
Thanks

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Read Answer Asked by Grant on June 16, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: The Dividend is pretty high. Is it safe? Thanks!

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Read Answer Asked by Austin on June 11, 2020

• Granite Real Estate Investment Trust (GRT.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Any preference between these two ?

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Read Answer Asked by Albert on June 09, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: having extra shares in hr.un reit i see they have a GAP AT $10.30 in your opinion should i expect it to drop this hard ? i realise anything can happen just thinking about cashing a bit and waiting would suck to see it go that far down but eventually should see 15 to 16 in half normal world.

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Read Answer Asked by cliff on June 09, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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Q: At today's levels, any preference between IIP and CAR.UN? Thanks.

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Read Answer Asked by Jeff on June 08, 2020

• Allied Properties Real Estate Investment Trust (AP.UN)
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Q: I have held Allied Properties for many years. Since it appears to be invested in office buildings, would it still be worthwhile holding in this present environment or should it be sold and the funds be reinvested elsewhere ? Even at present price I am well rewarded.
Vi

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Read Answer Asked by Violet on June 08, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: I don’t know if this appropriate. But here goes. Today you answered my question. If you have access to my question.it will save me repeating it again. To reduce risk I have sold my position in BPY.UN at a profit. Looking at the portfolio I would appreciate any addition you would make to this portfolio either new or adding to existing position

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Read Answer Asked by Roy on June 08, 2020

• Simon Property Group Inc. (SPG)
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Q: I bought this one the other day for no other reason than it was going up which it's continued to do. I like it because it has not yet recovered to pre-covid prices. What do y'all think? Thank you.

Jason

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Read Answer Asked by Jason on June 05, 2020

• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: This is a follow up to an earlier question. I was in touch with WPT Industrial to clarify their dividend payout etc. Their response shared that their current ROC portion of the dividend is 77.08 percent. This seems very high to me and I'm hoping you can provide some context for this number from your experience. For example, is this a normal amount for income trusts; does this not effectively reduce the value of the dividend since your adjusted cost base will continue to drop. Anything else you can add will be helpful. Thanks, Don

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Read Answer Asked by Donald on June 05, 2020

• RioCan Real Estate Investment Trust (REI.UN)
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• H&R Real Estate Investment Trust (HR.UN)
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Q: Hi Peter & 5i team,
We own Rio Can REIT and are thinking of trading for H&R REIT. What do you think of this trade ?
Thank you for your opinion

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Read Answer Asked by john on June 05, 2020

• Blackstone Mortgage Trust Inc. (BXMT)
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Q: I would like your opinion re this trust for a long term hold. I find the dividend/distribution quite attractive. Is it safe now given Covid

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Read Answer Asked by James on June 04, 2020

• iShares Global REIT ETF (REET)
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Q: For Canada, US and international exposure, is there just one, or do I need a few?

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Read Answer Asked by Gregory on June 04, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: I currently have a loss in HR.UN in our unregistered account and would like to harvest the loss and replace this stock with a similar REIT which has also suffered during this downturn. Which Canadian REIT would you recommend? Thanks!

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Read Answer Asked by Helen on June 03, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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Q: I have put together a portfolio of 11apartment and industrial REITS along with ZRE when the market was very low in April. I excluded NVU.UN because I thought it was going private and not going to be a public trust. Am I wrong here? Will the identity trade? Thanks in advance david

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Read Answer Asked by David on June 03, 2020