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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: Hi Peter and Staff

If we end up in a longer (say 1-2 year recession) can you provide any comments as to which of the following could suffer most or least from vacancies or unpaid rent based on their tenants ?

FCR.UN, SRU.UN,NWH.UN,HR.UN and REI.UN

I guess I am also asking which one (s) appear to have been beaten up too much in relation to the others and why

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 20, 2020
Q: MIC is down about 50% which seem a bit excessive... I've held them for a long time and loved the Brookfield bump, the recent special divs. Would appreciate your thoughts before I double down. It would probably be safer to just buy one of the big banks but they haven't dropped 50%...I saw in the question archives that you ranked it "ok" as a high risk high yield option. 2 days ago.
Read Answer Asked by Tom on March 20, 2020
Q: Hi Peter and Ryan,
Can you offer some insights on why BPY.UN is down much more than its peers such as CAR.UN and CHP.UN? Is it wise to replace BPY. UN with either CAR.UN or CHP.UN at this moment? Thanks,
Martin


Read Answer Asked by Martin on March 20, 2020
Q: Just a follow up to my last question. I would assume that if the government mandated a short term rent holiday that land lords would also be made “whole” with respect to interest liabilities and wage compensation. Not to mention that this is a very short term need 1-3 months... is this not an over reaction for a company that has portfolio of long life income generating assets? I’m just wondering if I should average down. Thanks again.
Read Answer Asked by Scott on March 19, 2020
Q: Hello,
Please comment on my logic based on relative beta's :

If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?

Or is that too simplistic considering there are so many moving parts?

Many thanks!
Read Answer Asked by Arzoo on March 18, 2020
Q: I currently hold a medium size postion of Invesque.u I depend on the stock for its dividend It is currently yielding 24 percent
If they cut the dividend by 2/3 rds it will still yield 8 percent which is a very high rate In your opinion will the company go bankrupt or will it survive I appreciate your response Paul
Read Answer Asked by Paul on March 18, 2020
Q: Could I get your take on REITs at these levels. I thought they would have held up much better in this current meltdown. Are investors just dumping them because they think tenants are going bankrupt and default on their lease agreements? What is your opinion on FCR.UN? or do you prefer HR.UN? Thanks Ron
Read Answer Asked by Ronald on March 18, 2020
Q: Would you buy a REIT today? What would be your top choice?
Read Answer Asked by Allen on March 17, 2020
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