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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: Greetings 51 Team,
A number of questions recently on REITs. Not surprising; although they tend to be boring, they have (as a group) held up nicely on both a 1 yr and 5 yr basis and offer a good yield.
However, 'all REITs are not created equal' and 5i has recently recommended DRG, HPMP, GRT, and HR. I own AP, SRU as well as XRE and have not seen a lot of discussion on those names.
Plse explain why 5i would recommend one REIT, and in particular the four above, over another and, if you care to comment on AP and SRU.
TY
SP
Read Answer Asked by Steve on February 04, 2019
Q: Hello 5i Research Team,
I would like to invest into a few REIT's. Do you have any recommendations for 3-4 of the top ones.
Thank you.
Read Answer Asked by John on January 23, 2019
Q: Good Morning,
Your thoughts on Killam Apartments developing new buildings and expanding into the Kitchener/ Waterloo area, thinking it might be a good long term hold with Laurier and U of Waterloo so close? Or do you have another REIT in your area you like? Thanks so much
Read Answer Asked by Darby on January 23, 2019
Q: Hi guys,

I have large positions in Boardwalk REIT and InterRent REIT. I believe they provide good growth going forward and offer some geographic diversity by owning both of them. I am contemplating adding a third REIT (Killam) to the mix to further diversify into Atlantic Canada. I did some research and noticed that they develop a lot of their units and their portfolio is much newer then most multi family REIT. Is it too much to own 3 REITs. I want to focus on multi family since it is the most resistant to a recession. They are held in my RRSP. I know Killam is focusing 75% of its development and acquisitions outside of Atlantic Canada hoping to diversify its holdings. What are your thoughts?

Thank you,
Jason
Read Answer Asked by Jason on November 07, 2018
Q: 9:50 AM 8/1/2018
The only REITs/Healthcare I own are SIA [3.3% position] and CSH.UN [3.8%]. I am considering buying one or more other REITS for the long term for the income. Could you please advise what REITs in any sector you would suggest that are sufficiently robust to prosper through the next inevitable market correction/crash, have low enough debt not to be of great concern, have a history of growth and rising dividends, and hopefully pay dividends in the 5% range.
Thank you.............. Paul K
Read Answer Asked by Paul on August 02, 2018
Q: I hold the above mentioned securities in my total portfolio. Some positively,some negatively affected by rising interest rates. Group one (5%)-cpx,Enb& AD. Group two (3.4%)-Reits cuf & kmp . Group three (7.4%)- zpr & Ecn.pr.a
My plan reduce positio in group one esp. Enb and use proceeds to buy cpd.a my concern with cpd.a is fees totaling 2%. Also when purchasing this security there appears to be a trailer fee attached as indicted when I attempted to make a trade. Your opinion please.
Read Answer Asked by Roy on January 12, 2018
Q: Hello 5i Team

I have equal dollar amounts in Boardwalk REIT (BEI.UN) and Northview Apartment REIT (NVU.UN). The REITs are held in a taxable account.

After release of the 2nd quarter results last week and the resulting change in share prices, I am down 5 % in Boardwalk and up about 1 % in Northview (after a long 2.5 years).

Should I sell my Northview and invest in Boardwalk for the long term or invest in Killam / Canadian Apartment to diversify my apartment REIT holdings from a apartment location strategy (i.e. Boardwalk is concentrated in Alberta, versus Killam is more eastern Canada and Canadian Apartment is more Ontario focused).

Thanks again for the great service.
Read Answer Asked by Stephen on August 14, 2017
Q: 10:25 AM 10/2/2016
Hello Peter
........an addendum to the question I asked yesterday [repeated below]
Maybe Sienna SIA is a better choice for income and some growth than either EXE or KMP.UN. SIA seems to have a better dividend history. I already have a full position in CSH.UN. Your advice?
Thank you.... Paul K.

9:33 AM 10/1/2016
Hello Peter
I recently purchased a small position in Killam Apartment REIT in my TFSA. It was chosen as an income investment. I am now having second thoughts that maybe Extendicare would have made a better choice.
Both have about the same dividend yield now but I think now maybe EXE has more chance of growth. However I see KMP have skipped 2 monthly dividend payments in 2015 and one so far in 2016. Is this a real concern? But then EXE cut their dividend over 40% in 2013.
Also in tough times vacancy rates at KMP might be much greater than at EXE. It is easy to sell KMP and switch to EXE with my discount broker. What is your opinion of these two companies and what would you advise me to do? I am just looking for reliable income and maybe a bit of growth.
Thank you........ Paul K

Read Answer Asked by Paul on October 03, 2016