Investment Q&A

Q: I am intending to take a small position in one of these 2 companies. Security of capital and long term growth are the mainstays of my investing objectives. Current distributions or dividends are of no particular importance, except to the extent they contribute to the objectives. Which company would you choose, and why? Thank you for your excellent service.

Q: I like theses 3 reits. Is there 1 you would you would prefer to hold in a non registered account for more tax efficient distributions
Thanks Terry

Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.

Q: Can you please comment on IIP.UN most recent quarterly resorts. How does it compare to CAR.UN from a valuation perspective?

Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.

Q: All above are my loosers,looks like reit is hammered badly,can STAG.N Be proxy for all this stocks REIYS WILL
Perhaps hurt more in December tax selling.

Q: I hold these 3 REITS . May I have their fundamentals and how will they do in a recession and rising rate environment.

thank you

Q: I have never owned a REIT but started looking at a couple. In doing so I realized that I really don’t know what to evaluate in a REIT (beyond type of asset - land, commercial, residential, specialty) and things I normally see as red flags may not be here. Can you tell me a few of the most important fundamentals to look at when comparing REITS (negatives to watch out for specifically, and positive indicators). For example my initial concerns were steady increases on common shares outstanding (seems acceptable and typical of all REITS) and what debt levels are acceptable. If you could tag your favourite REITS today I would appreciate. I have only looked at LAND and IIPR so far.

Q: I had inadvertently marked the following question 'private' and am now sharing it, along with your response. I also have a follow up question: please rate ENB and AQN on a scale of 1-10 for both growth and safety over the next couple of years. Thank you.

Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.



Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4

For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7

We might add ENB, AQN, X to this list.

Q: What did you think of recent quarterly results?

Can you compare this stock on a valuation front with what ever metric you think is best for reits to Car and iip?

I have a decent sized position and thinking about adding more on the alberta re-rate /energy strength / cheap relative valuation / no rent control thesis.

Thanks

Q: After reading your report on InterRent REIT, I'm looking into it further. I currently hold NWH but am looking for more growth in both the distribution and unit price (NWH hasn't increased the distribution in a long time, and the unit price hasn't grown that much).

I see that all of InterRent's 2021 distribution was ROC so all tax-deferred. Is this expected to continue? If so, that's a great benefit as I'm holding in a taxable account.

Q: It seems to me that in the REIT field, there may be better opportunities & yield in something like "O" in the U.S. Market, or "BSR" or "TCN" on the Cdn. market - Comments? .... Thx.

Q: Hi, for higher income and safety of distribution could you please list 4 or 5 attractive REITS. Growth is not a concern, just income and relative security. Thanks.

Q: With mortgage rates increasing and housing becoming less affordable would now be a time to buy IIP.UN and TCN.

Q: I am wondering about the relative safety of these Reits if interest rates runs really high. I was reading an article in Barron's which claimed a high number of Reits went bankrupt in the 70's and 80's, but went on to say it wouldn't happen today even in the same case scenario, but it did not say why. Wondering what you think of that statement, and if you could answer "why it wouldn't happen now". Do you think these Reits are safe to add to as they go down, and would their dividends be safe if interest rates ran hot for a couple of years? Thanks.

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks

Q: I AM THINKING OF SWITCHING REITS. SELLING IIP.UN CA BUYING NXR.UN CA, WHAT ARE YOUR IDEAS FOR DOING AND/OR NOT DOING THIS? THE YIELD IS HIGHER WITH NXR.UN -CA.
THANK YOU FOR YOUR HELP IN DECIDING WHAT TO DO.

Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave

Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?

Thank you, Mike

Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks