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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: May I please have your thoughts on IIP.UN in the current environment? It appears to have held up relatively well. As a growth oriented investor I do not have any REIT exposure. However, I have always regretted not establishing a position in InterRent as its performance over the years has been excellent.
Read Answer Asked by Stephen on March 13, 2020
Q: Good Afternoon 5i,
Thanks you for the Market update and special report on March 9th I found it very helpful...
My Question. Is this a good time to buy Reits? I'm thinking about adding a ETF reit. Do you have a favorite Canadian ETF Reit?

Thanks


I
Read Answer Asked by Stephen on March 11, 2020
Q: 5i,

Your thoughts on 2019 year end results and do you think this is a good point to step in with 1/3 position. I like the div. and think perhaps with more the low interest rate enviromnment and recent and possibly ongoing Fed rate cuts we will be again, or continue to be, in a positive environment for REITS in general.

BTW thanks for all the help and vigilance during these volitile times.

Cheers!
Read Answer Asked by Duane on March 11, 2020
Q: Good afternoon,
What is your opinion on the impact of the present market trend on real states?
Thanks
Read Answer Asked by Hassan on March 11, 2020
Q: Why in your opinion is Dream following the downside to the same extent as the market? I was hoping that uilities and REITS in general would be less volatile. What do you think of the fall in DIR.?
Read Answer Asked by Yves on March 11, 2020
Q: Can you comment of Boardwalk’s most recent quarter? I own Boardwalk (10% gain) and Interrent (75% gain). After starting their intention to diversify away from Alberta and Saskatchewan over a year ago, little progress has been achieved by Boardwalk. I’m debating selling Boardwalk and putting the proceeds to work in Interrent on a pullback since I already own a position. Would you be ok with this move? I would maintain the same sector weighting (10%) but it would be all in one stock and some ETFs vs 2 stocks.

Thanks,
Jason
Read Answer Asked by Jason on March 05, 2020
Q: I don't own a REIT in my portfolio. Do you think now is a good time to buy a REIT that may be beaten up and are REIT's looking good for the coming years with expected lower interest rates? What is your fav REIT you would buy right now, I like high ROIC if possible but open to your advice. Thx
Read Answer Asked by Adam on March 04, 2020
Q: Hi Peter,
I am considering buying an industrial reit. I can't make up my mind between Dream Industrial and WPT. Which has the better growth potential and dividend increases?
Thanks for your advice.
Jane
Read Answer Asked by Jane on March 03, 2020
Q: Good morning 5i
H&R owns a 33% interest in ECHO, a privately held real estate and development company that owns a portfolio of grocery-anchored shopping centres in Pennsylvania and Ohio. H&R receives updates on ECHO's results "one month in arrears".
Does 5i have any information on the quality of this portfolio, and/or on the financial strength of H&R's partners? Does 5i view ECHO as a solid piece of H&R's overall asset base, or more of a question mark?
Thank you for your input.
Edward
Read Answer Asked by Edward on March 03, 2020
Q: Artis Reit's strategic review seems to have drummed up some interest from more than one party including management (Not sure if that means they would want to take the company private, perhaps you could elaborate on that as well). Management I believe has quite a bit of "skin in the game" and they seem to think the shares are cheap because they are trading so much below NAV. What is your expert opinion? Is AX.un a good takeover candidate? On a side note, how reliable are real estate NAVs? I assume the price of all the real estate is valued if everything was sold on a orderly basis so that maximum value could be extracted, as opposed to rapid liquidation. I guess a more precise question I am asking is, "Are real estate NAVs realistic or can they be inflated?" The fact that Artis is buying back so many shares makes me think management is confident that the share are undervalued. I guess the 5 cent per month dividend gets easier to pay when they reduce the share count.
Read Answer Asked by Paul on March 03, 2020
Q: Hi 5i Team,
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!
Read Answer Asked by Pat on March 02, 2020
Q: Thoughts on the ETF REM? I know you are focused on Canada, but would I lose withholding taxes on dividends since this is the US? Likely would be held in RRSP.

thank you.
Read Answer Asked by Marilou on March 02, 2020
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