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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: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?
Read Answer Asked by Dan on April 04, 2024
Q: I am sitting on some of this at a higher ACB and have had it for some time. I like the income, but the price has been in a decline. The culprit high interest rates with them being heavily leveraged, looks like they aren't growing enough to overcome. Looks like they will not be increasing the dividend this year which is not a good sign given their history. I do have patience and some cash. I also think they have a solid tenant base, the business seems to make sense. Would you buy down hanging on hope of interest rate cuts or would you dump and look at another name?
Read Answer Asked by Ken on April 02, 2024
Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.
Read Answer Asked by Peter on April 01, 2024
Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!
Read Answer Asked by Doug on March 27, 2024
Q: In the US last week, there was a landmark agreement with the National Realtors Association that should change the way commissions are determined across the board. There should be more competition with lower commissions. Can you comment on how the decision and the new direction might impact the housing market here in Canada and what impact it may have on companies in the real estate buy/sell market? What companies might be affected? How big might the impact be? Who could be winners and losers?
Read Answer Asked on March 21, 2024
Q: Found this tiny REIT that has a portfolio of multi-family properties in Winnipeg. They trade at a significant discount to NAV; however, the debt is high and it is VERY illiquid primarily because there are a very low number of equity units O/S.

The Company is externally managed with a management agreement that pays fairly high fees.

Is this one worth the risk?

Read Answer Asked by Brad on March 20, 2024
Q: With a record immigration numbers and very few pre-construction sales due to the spook that high rates have put into real estate investors, there is a massive shortage of new housing units that has yet to be felt by the market (in my opinion). I think this is a uniquely Canadian problem and wonder if you see any companies poised to outperform when rates are falling and housing starts begin to pick up? Could you name 3-4 companies that would benefit in different ways when the shortage of available housing starts to translate into a rapid increase in units built?
Read Answer Asked by Tim on March 18, 2024
Q: Hi - can you please give your perspective on why the shares have performed so poorly despite the company having such "sticky" tenants? I would have thought that the business would have been so predictable (due to the type of tenant) and therefore easy to "manage" into a reliable long term moderate growth company....but it hasn't. Going forward...do you think the sticky tenants offer a positive way forward for the company?
Read Answer Asked by Doug on March 13, 2024
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