Investment Q&A

Q: Hey guys, would appreciate your taughts on EQB.CA at this level, TD just raised the target from 98$ to 125$, 75% up YTD. I have an average cost around 60$ and a 7,7% position in my portfolio. I expect to trim a bit in the next days even if the stock is not very expensive.
thank you !

Q: I am wondering how to evaluate a REIT once it has exhibited a run-up like CAR (and others) have done. The yield has dropped to 2.5% - what will make the distribution grow? Is it only via acquisitions and/or property value increases? As they are largely in the apartment space in rent-controlled Ontario can this be seen as a significant sustainable driver or are their recent foreign acquisitions enough to drive significant growth? Industrial based REITs don't have the same constraints so do they have a "better" long term future or does their susceptibility to market cycles put up a cautionary note? All of this makes me wonder why REI, which is in the midst of a property mix turnover hasn't done better given that it is providing additional value to their portfolio with all of their strategic initiatives of converting retail to mixed-used properties.

Appreciate your insight.

Paul F.

Q: REM iShares I was watching Tyler Mordy explain this play on Market Call --- between long and short yields generating 8%
Your thoughts please.

Q: DescriptionMGM Growth Properties LLC is an American real estate investment trust that invests in large-scale destination entertainment and leisure resorts.
What is your opinion of this REIT as a long term hold please ? Thanks Rick

Q: Please list these REIT's in order of best choice to BUY and long term HOLD. Add your choices if not listed here for best Residential REIT's.

Q: A BNN guest showed subject REIT as his largest holding yet I cannot find ticket symbol- had it listed yet?

Appreciate your help,

Steve

Q: What is your view of this company? It has a 5.26% dividend. It has been selling below issue price since it was issued.

Thank you.

Q: Good your thoughts on Mac -us

Q: Good morning Peter, Ryan, and Team,

In your answer to Paul, you said that CAPREIT was 100% in rental apartments, which I don't believe to be the case. For example, two side-by-side buildings in Oakville, on White Oaks Blvd., and on Marlborough Court are serviced by a medium size strip mall that CAPREIT owns and is connected to the two apartment buildings. Tenants include Rabba, Burger King, and other fast-food and service/merchandise stores. Having said that, thanks for continually recommending CAR.UN. It has been a stellar performer for us. (We live nearby and are able to monitor our investment, and we note that CAPREIT is continually improving their properties.)

Q: Hi,
Morguard has bought a substantial position in PLZ and since the news release the stock keep moving up. I have sold 20% of my position because I do not believe that a takeover is in the cards but I am starting to doubt. Do you know who was the seller(s)? Michael Zakuta, the best REIT CEO in my opinion ( I worked 20 years in real estate), is the major shareholder and is still buying regularly. Has Morguard ever done a takeover? or taking a company private with management?
Thank you in advance

Q: I am seeking dividends. I have room to add a new REIT. Currently, hold CSH.UN and DIR.UN. What is the highest dividend paying REIT that you would be comfortable starting a new position with?
Thanks

Q: Which Canadian REIT(s) have the highest exposure to apartment buildings used to produce rental income?

Thanks for all you do,

Q: Hello, see Artis has a had a nice little run here, looks like due to its strategic review and disposition of properties. Seen some reports that NAV is around $14. Would you be a seller here at these prices, or hold on for a little more gain?

Q: Gentlemen

My broker has suggested both of the above for above average return and a high degree of safety. They do not trade on the TSX but I wasjust wondering if you had any experience or knowledge on the companies as an alternative investment option for a retired investor.

Thanks

W

Q: Member Sam's mention of Medical Properties Trust this morning caught my eye. I've been looking for a replacement for Dream Global Reit, with some international exposure, and had been considering NWH.UN. But MPW looks interesting too! Would you prefer one over the other, or neither? This is for a non-registered account.

Q: what are your top 3 cdn. reits for growth.i included 3 , i own the 2 dream reits listed above.yield is not that important
there are so many reits it is hard to separate the really good ones.dave

Q: Most REITs held up well during the downturn of the last few days, but BPY.UN has not. How come? What is your outlook for BPY.UN and why?
Thanks

Q: Any thoughts on the press release by Tricon? This looks like there may be a massive overhang on the stock. US holders of a TMX listed stock may not have a pretty outcome.

Q: May I please have your opinion of Invesque. I has recently been listed to trade on the TSX.

Q: Hi 5i, I do not have any real estate exposure in my portfolio or own any real estate assets. My portfolio includes a range of stocks such as SHOP, MELI, PYPL, SQ as well as BNS, DIS and BIP:UN, CNR as some examples.
It seems like there could be a lot of future growth in Atlantic Canada and I am wondering about KMP.UN. I have a small portfolio so would appreciate any suggestions you have for some real estate exposure with growth. Thank you!