Q: In the last decade I have always owned a number of REITS as part of the conservative/dividend portion of my portfolio, but I have gradually sold them off the last few years as interest rates rose and performance tumbled. My question: can you recommend any REITS from across their spectrum that feature a solid dividend - hopefully 4% + - and gradual stock appreciation. I'm not looking for smoke bombs and lasers price appreciation! Thank you.
Q: With the BoC dropping interest rate the REIT sector should have triggered a rebound. That has not happened yet. Do you have a theory as to why? Thanks.
Q: I only own two REITs in my entire portfolio - GRT.UN and DIR.UN, and both are down sustainably (25% and 15%, respectively). Do you see any lights at the of these two tunnels? I plan to sell both for tax losses if there are no chances of these two turning around before December. Your advice please.
Q: What is happening with Granite REIT Stapled Units? The GRT.UN-C symbol that I used to see in my online account has been replaced by 854536-C*. Thank you
Q: Hi Team. With interest rates on the decline I'm thinking REIT's will become more popular. Also concerned with Telus's struggles so thinking of selling Telus and purchasing equal amounts of Dream Industrial REIT and Granite REIT with the sale proceeds. Would you have any concerns with this?
Q: If interest rates continue to decrease are REIT's a good investment strategy compared to dividend stock for income investing?
Please rank your top 5 REIT's
Q: The new earnings report seemed slightly positive overall, I think. Yet the stock is dropping about 3% in an up market today. Is there something I am missing? What do you think of their quarter and prospects going forward?
Q: Do you feel Granite REITs recent weakness and drop to the mid 60s makes it a desirable takeover target. There aren’t many Canadian Industrial REITs remaining after the takeovers of Summit and WPT. Would appreciate your thoughts. Thanks.
Q: A quote from the Business Insider: "Prospective losses, refinancing woes, international contagion, and panic selling combine to create a bleak outlook for the commercial property sector."
I'm guessing the Office sector is perhaps the most risky portion, but how concerned are you about these three industrial REIT's with regards to the overall CRE outlook? PLD apparently has an A-rated balance sheet which I would guess help them survive compared to many (?) It also appears that much has maybe been priced into the respective stock prices of these.anada
Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?
Q: With increasing power demand (AI, EV's, data centers, etc.), what positive or negative impact does this have on BEP.UN and FTS ?
Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.