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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, I have a double postion in AAR.UN. I would like to sell and split the proceeds into 2 REIT positions.
What 2 REITS look most attractive based on current valuation and future growth potential, to purchase at this time?
Thanks
Read Answer Asked by Curtis on July 20, 2018
Q: I am retired living on dividend income. I currently hold equal positions in AAR.UN and WIR.U. Now that the AAR.UN acquisition is priced in and only yielding 3.87%, I am considering selling AAR.UN and adding to my WIR.U position, which yields 5.91%.
Is there any reason to continue holding AAR.UN?
Is selling AAR.UN and adding to WIR.U a good strategy? Or would you recommend another industrial REIT stock?
Read Answer Asked by Curtis on May 08, 2018
Q: I was looking to replace AAR.UN with an industrial reit. I found WIR.U which has P/E of 9.12 and DIR.UN has P/E of 26.19. Both are not 100% industrial reit. I will appreciate if you could give me some info on how come DIR.UN is having such high P/E? Or you can suggest some reit which has more growth rather then yield.
Read Answer Asked by Piyush on April 02, 2018
Q: Given that AAR.UN has been purchased for a reported price of 8.10 per unit and there appear little reason why this deal will fail can you suggest a reason why the units trade somewhat below 8.10. The fact that a substantial distribution continues to be paid would leave me to expect the trading price should be above 8.10 by the value of the distribution. Actually I wish this deal would fail, it is a tremendous company.
Read Answer Asked by Terry on March 06, 2018
Q: I am a current holder of AAR.UN in my RRSP. What are your top 3 real estate companies to replace AAR.UN in an RRSP with a view of a hold of over ten years?
Read Answer Asked by James on January 11, 2018
Q: Hi all,
I was happy to see the deal announcement regarding AAR.UN this morning. I will likely look to sell now rather than wait. I am considering replacing with another REIT or in preferred shares. Considering a balanced portfolio and everything else being equal, looking for both a +4% yearly distribution return and should be a long-term hold, any suggestions? (This is held within an RRSP.) Thanks.
Read Answer Asked by Stephane on January 09, 2018
Q: Hi - I have an additional $50k to add to my real estate portion of my portfolio and would like the best reits in the following spaces: a) Low cost residential b) High end residential c) non-retail commercial d) Utilities and Heavy duty industrial e) Non-North American Commercial

What would be your top 5 picks for a long term hold (8 -10 yrs)
Read Answer Asked by Ron on December 18, 2017
Q: In terms of portfolio sector allocation, is it legitimate to consider Canadian Apartment REIT to be a consumer staple; Pure Industrial REIT to be an industrial; and Chartwell to be healthcare? I have 5% in each of these equities -- is it a mistake to be over-concentrated in REITs ? I have a good gain and a good dividend in each of these holdings, but am interested in your perception of interest rate risk and diversification ? Thank you, Tim
Read Answer Asked by Tim on December 14, 2017
Q: are there any reits with good yields and low valuations? thanks
Read Answer Asked by jim on November 30, 2017
Q: I have a well diversified RRSP account with focus on income and of course some growth. The only real estate holding I have is BYP.UN and would like to add another. I am trying to decide between AAR.UN or CAR.UN. Which would be your chose, if either. I am open to other suggestions.
Thanks
Read Answer Asked by Roy on November 17, 2017
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