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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: Hello
SRU.UN is involved in shopping centers, office buildings, high rise and low rise condominiums, rental residences, seniors' housing and self storage facilities.
Do you know what percentage of this REIT's income is derived from retail tenants, condominium/rental residences and storage facilities?
The dividend was not cut during the 2008/09 financial crisis. Do you think their dividend is vulnerable this time?
Will you average down at today's price or just hold?
Thanks for your advice.
Read Answer Asked by Terry on April 17, 2020
Q: Peter; With the commercial rent program announced this am would this not put a floor under industrial type REITS? Thanks. Rod
Read Answer Asked by Rodney on April 17, 2020
Q: I'd like to put a portfolio of Canadian REITS 12 to 15. Is it possible to run a screen that shows balance sheets and FFO's prior to the Covid19 market meltdown? Tax treatment for REITS are the treated like dividend stocks? Is it better to hold this portfolio in RRIF or a taxable account? Are their any REITS with moat like barriers to entry. Please deducted as many questions as necessary. This can be a private or public question. Also funds not needed anytime before 5 years. Thank you David
Read Answer Asked by David on April 16, 2020
Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks
Read Answer Asked by Karim on April 16, 2020
Q: After the big downturn, what is your opinion of CRT, based on an April 1 TDwaterhouse REITs report the CRT metrics are not bad. With 77% concentration of Canadian Tire, would you expect Canadian Tire to do really bad ?, and even if CT is somehow down in sales, it still have to pay the rent to CRT, would you buy CRT now , a 40% posicion ?
Read Answer Asked by Alejandro (Alex) on April 14, 2020
Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.

Thanks for all your support.
Read Answer Asked by Mark on April 14, 2020
Q: Long time holder of NVU.UN with almost a double on the share price. Do you think the cash deal still happens?.....and could you make a few suggestions to replace NVU.UN. Distribution on the replacement stock (or REIT) is important but also looking for some longer term price appreciation. Bit of a "crystal ball " question but looking for a place to start doing some research. Thanks Ron
Read Answer Asked by Ronald on April 14, 2020
Q: To a recent question I asked, 5i responded: "Some REITs, if they distribute a large portion of income as return of capital, can still be attractive outside of registered plans. But this also relates to our preference for growth inside a TFSA (REITs are typically slower growth)." I checked my TFSA portfolio, and some of my REITs' distributions are comprised almost entirely of ROC (Allied [AP.UN], Chartwell [CSH.UN], Dream [D.UN]), whereas others' (Choice [CHP.UN], H&R [HR.UN], Riocan [REI.UN]) are almost all otherwise taxable income. So I gather from your previous answer that the former type of REITs (Allied, Chartwell, Dream) shouldn't, generally speaking, be held within a TFSA, is that your view/advice? Also, more generally, so I better understand this issue-- what is the main business/accounting reason(s) why some companies' distributions are primarily ROC? Generally speaking, is one versus the other type of REIT (with respect to proportion of ROC within the distribution) a "better" investment, all other factors being equal (i.e., is there any general investment "rule" here)?
Ted
Read Answer Asked by Ted on April 13, 2020
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