Investment Q&A

Q: For an in come investor investor your thoughts on a switch from Chartwell to CT Real Estate to get a bump in the yield
. Thank you

Q: Can you please rate these for growth, return and safety.
Thank you in advance.

Q: For a non -registered account what would be safer for longer hold and dividend ZMI or CT REIT ?

Q: Can you provide your input on these REITS ?
Please sort them for buying first to least preferred.

Also, suggest which of these you wouldn't buy, if any ? and why ?

Q: Hello,

Do you expect rates to fare better over the next 3-5 years as rates gradually normalize?

Can you give 1-2 names that are liked in the residential, commercial and industrial spaces?

Thanks!

Q: I want to add an REIT to a non registered account. Which one of the above would be a good choice.

Q: Please comment on CRTs Q2,2023 results released today after the bell.Add,Hold or Sell. txs for U usual great views & services

Q: I am looking at investing some funds into real estate and do not find any questions re net.un. Was wondering if you could provide a comparison on the three listed as to which may be preferable for a conservative income focused investor. Thanks.

Q: For income and some safety, do you see anything not to like about these four REITs?

Thanks as always.

Q: I might be finding out I'm less comfortable with volatility than I thought I was <g>. Or am I losing sight of longer-term trends and overreacting to isolated daily extremes?
Two of my holdings are down quite a bit more today than the general market and my other (mostly relatively conservative? - communications/banks/utilities) holdings.
Anything going on sector-related (CT REIT down almost 5%) or company-specific (Atco / utilities down over 3%)? None of my other utility holdings are nearly this bad today.

Q: What are your current thoughts on CRT.UN? Thanks.

Q: Deaar 5i,
I would like your thoughts on CRT.UN vs CTC.
In March 2020 there wax a very dramatic decline in CRT.UN vs CTC.
I would have thought CRT.UN would have experienced less of a decline in stock price.
thanks for your opinion

Q: CRT.UN is my only real estate exposure in my current unregistered portfolio (5% of the unregistered, 1.8% of the total, portfolios). Exploring replacing that with BAM.A (which you answered for me a few weeks ago, not part of this question) or with NWH.UN.
Re: CRT -- pro: better debt level than NWH (?); con: I already have similar exposure to CTC
Re: NWH -- pro: I currently have no other health care exposure (except the tiny portion of Telus); slightly better global diversification; higher dividend; con: higher debt; no historic dividend increases
Any other considerations? What are your thoughts on this potential swap?
Thanks again for all your comments and service.

Q: In my unregistered account (focus on low-debt, low volatility, dividend payers, and about 1/3 of total portfolio) my only real estate exposure is CRT.UN (5% of account, 1.8% of total portfolio). I have similar level of investment in CTC.
Would it make sense to replace CRT.UN with BAM.A, realizing that BAM would have much more than real estate (I have quite a bit of other renewable power elsewhere) and I'd be giving up around 3% dividends in the move.
Or a different REIT?
Time horizon 5 - 7 years.
Thanks for all your advice & guidance.

Q: Which of these two would you favour?
Thank you

Q: I am considering the above 7 REITs and would like to concentrate on the best 4-5 for long term in RRSP; based on current value and growth potential. I am concerned that CRT is trading at too high a valuation (P/B higher than others). Could you please tell us where each of the 7 REITs are trading, relative to their NAV (for example DIR's may be trading at a 10-per-cent discount to NAV). Can you please rank all 7 REITs? Thank you!!
PS: Is it hard to calculate trading price relative to NAV?

Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.

Q: A number of Canadian REITs are spinoffs of the properties of big Canadian companies. How do I, as a potential REIT investor, have confidence that the bigger parent (i.e. Magna, Loblaws, Canadian Tire etc.) will not strong-arm the REIT when it comes to rent negotiations etc. ?

Q: I'm looking to add some REITs to my portfolio. Could you comment on the following REITs? Would you suggest holding all 4 as they have different holdings? If not, could you provide a ranking of your selections?

Q: Would like to know your thoughts on CanadianTire Real Estate Investment Trust? The dividend is quite interesting long term and there's a good upside ahead if/when the retail environment goes back to normal, Thank you!