Q: Can you comment on the recent quarter please. How did results compare to expectations and is this REIT still growing and valued wel compared to competitors thanks
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Investment Q&A
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- Johnson & Johnson (JNJ)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Manulife Financial Corporation (MFC)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- Intact Financial Corporation (IFC)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Granite Real Estate Investment Trust (GRT.UN)
- goeasy Ltd. (GSY)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- iShares Expanded Tech Sector ETF (IGM)
Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Real Matters Inc. (REAL)
Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Presently I don't hold any Reits as investments. I would like to start off by purchasing two Reits. Can you please give me your top 3 recommendations in this sector. Thank You.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Great-West Lifeco Inc. (GWO)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Granite Real Estate Investment Trust (GRT.UN)
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard Canadian Aggregate Bond Index ETF (VAB)
- Hydro One Limited (H)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?
- Park Lawn Corporation (PLC)
- Restaurant Brands International Inc. (QSR)
- Chartwell Retirement Residences (CSH.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Thomson Reuters Corporation (TRI)
- A&W Revenue Royalties Income Fund (AW.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Exchange Income Corporation (EIF)
- CCL Industries Inc (CCLA)
Q: Good morning 5i, I'm looking to top up the following stocks in my portfolio. Can you rank them by timely buys first ( always looking for a deal) while being cognizant of dividends and growth. Your help is much appreciated.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Equal Weight Utilities Index ETF (ZUT)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- Hydro One Limited (H)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Thanks,
Len
Q: Hello 5i, I am thinking of buying Granite Real State Investment Trust. Before I do so I would like your opinion on the company's debt compared to other major Canadian REITs? I am somewhat concerned about the following excerpt from the company profile "Granite derives nearly all of its revenue in the form of rental income from its properties. The company's largest tenant is Magna International, an automotive parts and systems manufacturer, which accounts for the majority of Granite's lease income." This is as if most of their income depends on Magna only, is that a concern to you? Thank you
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Assumption: With 2 years interest rates will begin to go down.
A. you comment on interest rates
B.What Reits do you recommendation now and if interest rates go down
C. recommendation for income careful investor
A. you comment on interest rates
B.What Reits do you recommendation now and if interest rates go down
C. recommendation for income careful investor
- Granite Real Estate Investment Trust (GRT.UN)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
Q: which of these two stocks would you keep in the current conditions ?, based on safety of the dividend and dividend growth and quality of their management for long term hold.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Alpine Income Property Trust Inc. (PINE)
Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?
- H&R Real Estate Investment Trust (HR.UN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Your thoughts on H & R as a long term hold for income, thanks
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.
- Granite Real Estate Investment Trust (GRT.UN)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I currently own both GRT.UN and KMP.UN. Would you be comfortable keeping both or would you recommend switching one or both for DIR.UN?
You guys are the best! Thanks
You guys are the best! Thanks
- Johnson & Johnson (JNJ)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Manulife Financial Corporation (MFC)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- Intact Financial Corporation (IFC)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Enbridge Income Fund Holdings Inc. (ENF)
- Granite Real Estate Investment Trust (GRT.UN)
- goeasy Ltd. (GSY)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- iShares Expanded Tech Sector ETF (IGM)
Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.
- Prologis Inc. (PLD)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Stag Industrial Inc. (STAG)
Q: What are your thoughts on the quarter and year end results for STAG? I'm looking for the best industrial REIT values in the US and Canada right now, can you give me a couple options you like and why?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Summit Industrial Income REIT (SMU.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len
- StorageVault Canada Inc. (SVI)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Allied Properties Real Estate Investment Trust (AP.UN)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.