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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 5i Team
I am comparing the retail REITs and the two distinct groupings in the sector:
Group 1 - REITs majority owned by parent operating company and the majority source of the REIT's income. These would be Choice Properties REIT (CHP.UN), Crombie REIT (CRR.UN) and CT REIT (CRT.UN).
Group 2 - REITS with a large diverse portfolio. These would be First Capital REIT (FCR.UN), Riocan REIT (REI.UN) and SmartCentres REIT (SRU.UN).
The questions I have are:
1 - What would be your ranking of the REITs in Group 1 and your ranking of the REITs in Group 2?
2 - Which is the better Group to select from Group 1 or Group 2?
3 - Any other retail oriented REITs I should be looking at?
Thanks
Read Answer Asked by Stephen on May 08, 2020
Q: Could you compare the debt levels, payout/dividend sustainability and future direction of these two reits. I have held CRT for a bit over a year and done much better than expected, but wonder if I should just take my gains and move on. I'm looking at CRR, which seems to be more diverse (good or bad?) and has a bit of movement into residential, as well as a higher dividend. The CRR price is down at the moment with the new issue. CRT is my only retail reit. It is not a large position, and is held in a non-taxable account.
Thanks
Read Answer Asked by grant on January 27, 2020
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
Q: Can you compare the above for long term income flow. Thanks
Read Answer Asked by David on July 19, 2019
Q: The new equity issue by CAR.UN was priced almost $2 below recent trading range - and the market opened the next day with an immediate drop to match. CRT.UN did a similar move a month or so ago - with a corresponding immediate price drop. This appears to be a common industry practice - but that alone does not make it ethically right. I have been burned many times by this. Why are new equity issues not priced more in line with current trading range (e.g. to match closing price on the prior trading day)? Isn't it the duty of the regulator to block transactions that are priced to influence (i.e. manipulate) the market?
Read Answer Asked by Gordon on December 13, 2018
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry
Read Answer Asked by Terry on December 03, 2018
Q: I currently own small positions in CRT & CHP which seem to be lying fairly dormant. To get a bit more momentum, I am considering switching these to REI . Is this a good strategy. My thinking is that mall owners may be switching to condo development as online shopping increases.

Many thanks, as always.

Joanne
Read Answer Asked by Joanne on January 22, 2018
Q: My question is on diversification for my kids. With smaller amounts of money I find it a struggle. My daughters are 4 and 6. In one RESP there is 155 shares of DR. In the other RESP there is 155 shares of CRT.UN I also have a TFSA account where I keep there money from birthdays Christmas etc. There they have 543 shares of DIV and 90 shares of KWH.UN Cash for them is starting to add up again for them. Thinking very long term do I add a new position for them or sell all and start fresh? What do you recommend?

Thanks Jimmy
Read Answer Asked by Jimmy on October 30, 2017
Q: Do you think REIT's should be owned in ones portfolio? Does a 10% weighting seem to much? Also can you rate the following from best to worst as I am looking to get rid of one. GRT, REI and CRT.
Thanks
Read Answer Asked by sean on October 06, 2017
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