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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: I am looking at selling HR,PMZ , AD , ( 10% total weighting) keeping CRR and buying KMP(2.5%); all held in my RRIF.
Halifax ( where I live ) is booming ,has a strong rental housing market and KMP has a significant presence there. With continued high immigration and constrained construction the metrics look good for this sector. Some markets have rent control. While concentrated in Atlantic Canada, they are also growing in ON, AB ,and BC.

Your thoughts on KMP and on this portfolio change would be appreciated. Better rental reit suggested ?
Thanks
Derek
Read Answer Asked by Derek on January 20, 2023
Q: Federal Liberals are reviewing tax treatment of residential REITS claiming "(REITs) are increasingly trying to amass large portfolios of Canadian rental housing, putting upward pressure on rents,” the announcement states, “We will put in place policies to curb excessive profits in this area"

Clearly such a restriction would not be good for REITs but as TCN is the only name I own in this space could I expect it to not be impacted?

Read Answer Asked by Jeff on June 08, 2022
Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal
Read Answer Asked by cal on March 23, 2022
Q: Would you consider apartment REITs as good inflation hedges? Rental rates and property values should presumably increase in an inflationary environment. However, the currently low dividend yields on these REITs, I assume, could cause some weakness in a rising interest rate world. What's the right way to look at these? Thank you.
Read Answer Asked by Greg on January 17, 2022
Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.
Read Answer Asked by Graham on August 31, 2021
Q: Can you rank these Reits for value and growth please. I’m considering adding to 1 or 2 of these names. Thanks
Read Answer Asked by Scott on May 26, 2021
Q: It was mentioned on a recent CityTv show that 2021 residential real estate would be hot in British Columbia (of course) and New-Brunswick(!). I own some residential Reits (IIP/CAR/Minto), but not likely focused in these areas. Do you know where I could find the beakdown of business by provinces/sectors (Retail/Industrial/..) for Canadian Reits? Or which Reits operate in NB (KMP may be?) And BC ? Thanks.

Read Answer Asked by Denise on February 18, 2021
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?
Read Answer Asked by Grant on February 12, 2021
Q: Hello 5i,

Our portfolio has 1% in each of CAR.UN, IIP.UN, and KMP.UN. Of the three IIP has seen a major correction. Is there a specific reason for the weakness in IIP compared to the other two? Would you be adding to the above positions now or wait until tax season is over?

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on November 09, 2020
Q: Hello 5i Team
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Read Answer Asked by Stephen on July 21, 2020
Q: I am in my early 30’s. In terms of creating a strategy for buying and selling stocks shouldn’t I just always be buying stocks, even if the market goes down?

If I have a 30-year run way until I start withdrawing or using the funds wouldn’t it be best to just find great companies to average into?

Your thoughts are greatly appreciated in advance.

Thanks,

Dave
Read Answer Asked by David M. on January 07, 2020
Q: Please list these REIT's in order of best choice to BUY and long term HOLD. Add your choices if not listed here for best Residential REIT's.
Read Answer Asked by Terry on October 11, 2019
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