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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: Hello Peter and Staff

Today all rental housing stocks I follow (CAR.UN, KMP.UN, IIP.UN and TCN got hammered

I would have thought they would stand up well - rental shortages and future refinancings likely at lower rates ?

Does that logic make sense?

Any reason other than someone starting a rumour about mandated rent holidays?

Thanks and have a great day
Dennis
Read Answer Asked by Dennis on March 23, 2020
Q: The REIT sector seems to have been decimated. Residential REIT's which usually hold up better have come down big along with the Industrial REIT's.

Would not be a good time to accumulate some of the residential REIT's in Canada. Why would these companies decline so much ? Are they being priced such that folks will not be able to pay rent forever ?
Read Answer Asked by Mayur on March 20, 2020
Q: Hi, if I was going to buy one or two utility companies and one or two REITs for reasonable income, growth and safety, which ones would you recommend? Thanks.
Read Answer Asked by Amin on March 18, 2020
Q: Could I get your take on REITs at these levels. I thought they would have held up much better in this current meltdown. Are investors just dumping them because they think tenants are going bankrupt and default on their lease agreements? What is your opinion on FCR.UN? or do you prefer HR.UN? Thanks Ron
Read Answer Asked by Ronald on March 18, 2020
Q: Would you buy a REIT today? What would be your top choice?
Read Answer Asked by Allen on March 17, 2020
Q: Can you comment of Boardwalk’s most recent quarter? I own Boardwalk (10% gain) and Interrent (75% gain). After starting their intention to diversify away from Alberta and Saskatchewan over a year ago, little progress has been achieved by Boardwalk. I’m debating selling Boardwalk and putting the proceeds to work in Interrent on a pullback since I already own a position. Would you be ok with this move? I would maintain the same sector weighting (10%) but it would be all in one stock and some ETFs vs 2 stocks.

Thanks,
Jason
Read Answer Asked by Jason on March 05, 2020
Q: I don't own a REIT in my portfolio. Do you think now is a good time to buy a REIT that may be beaten up and are REIT's looking good for the coming years with expected lower interest rates? What is your fav REIT you would buy right now, I like high ROIC if possible but open to your advice. Thx
Read Answer Asked by Adam on March 04, 2020
Q: How do you rate these 3 REITs, Cold being an American Reit that’s had successful growth in the states compared to Car.un and IIP.un in Canada?

Thnx for the awesome service!!👍
Read Answer Asked by David on February 14, 2020
Q: Hi 5iR, InterRent real estate appears to me to be a low profile property owner and developer with about 8000 suite located in Ontario and Quebec. The stock price is currently $17.00 and the company yields a very modest, 1.8%. If I had bought IIP in 2015, when it traded at $5.00 I would now be up 240%. The 5yr graph is any investors dream, slow and steady, constantly moving up with almost zero volatility. I like what I see and read about this company.
What am I missing here??? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on February 12, 2020
Q: I would like to have a good REIT stock. Would you recommend buying BPY? Or do you prefer other REIT stocks?
I read the company did some buy backs last quarter. Do you see the stock bouncing back in 2020?

Thank you
Read Answer Asked by Kristelle on February 11, 2020
Q: What are your two favourites REITS today? And, what are your two favourite REITS today with dividends >3.5%? Thank you.
Read Answer Asked by Maureen on January 27, 2020
Q: Awhile back you suggested the following percentages for my son's investments.IIP.UN 23%,VUS 16%,VEF 16%,VEE 10%,MAW 106 20%,MAW 150 15%.Just wondering if these percentages are still valid?If so fine, if not do you have other suggestions?Thanks.Paul
Read Answer Asked by Paul on January 24, 2020
Q: I own Chartwell and H&R few years , they are steady however it appears in the continuing low interst several Reits out perform like Granite REit Dream industrial cap reit etc I don't follow Reits . I am considering replacing one say H&R or both
with quality names in Canada or U.S Sector doesn't Matter
Read Answer Asked by thambirajah on December 18, 2019
Q: Hi,
I'm looking for income and hopefully a little growth as well. I currently own GRT/UN.TO, CAR/UN.TO and have some of DRG/UN.TO from before the buyout. Would you be able to rate these choices in order of preference? What % weight would you recommend for this sector at the moment, and do you foresee that weighting being changed as we head into Q1 next year? These will be held in a cash account, so should I be considering the potential tax implications? Deduct as many credits as you need. Thanks for all your hard work,
Dawn

Read Answer Asked by Dawn on December 05, 2019
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