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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: Ran a screen for companies with good dividend, high ROE, and reasonable P/E. Seems a lot of REITS appear on such a list. Could you indicate your general thoughts at this time on REITS and related companies. Could you also please rank the following on stability of income, with some growth potential. Thanks much.

FN First National Financial
AAR.UN Pure Industrial REIT
SOT.UN. Slate Office REIT
RUF.UN Pure Multi-Family REIT
INO.UN Inovalis REIT
EXE - Extendicare
Read Answer Asked by Kirk on March 29, 2017
Q: We all know that interest rates will be going up, and these guests on BNN poo poo reits as an investment, and than try to explain how there picks down 60 & 70 % may eventually come back for there investors if they wait long enough. The way i see it, if a reit has good management they will do well going forward. In Canada, Car.un, they are full, in the USA the ones are around 95% full. More and more people in the future will be forced to live in an apartment, with poor wage growth, more expenses, they will never qualify for a mortgage. What do you think, am i not seeing the real picture here, high quality Reits should be held even a rising rate time?
Read Answer Asked by eugene on December 22, 2016
Q: THE REAL ESTATE AND UTILITY SECTION OF MY PORTFOLIO INCLUDES THE ABOVE. I AM A LONG TERM HOLDER AND AM CONSIDERING REDUCING THIS EXPOSURE BECAUSE OF THE IMPENDING POSSIBLE RATE INCREASE, AND REPURCHASING SOME AFTER A SUBSEQUENT DECLINE. ALSO INCREASING MY INFRASTRUCTURE EXPOSURE WITH BIP.UN. WHICH OF THE FOREGOING WOULD YOU RECOMMEND SELLING AT THIS TIME REGARDLESS OF WHETHER OR NOT THEY ARE REPURCHASED LATER? WHAT IS YOUR OPINION OF A SWITCH TO BIP.UN FROM H? THANK YOU FOR YOUR CONTINUED ADVICE.
Read Answer Asked by Harold on December 07, 2016
Q: Hello,
Which one of these is a better buy and why? Purchase it in RSP or investment account? It appears that mrg.un is cheaper from a P/B value point. THANKS.
Read Answer Asked by Tabho on November 28, 2016
Q: Further to Edward's Q about reits with US holdings, I might suggest MRG.UN. It may be a tad pricey at the moment (I just sold mine, moving into the commercial side with HOT,UN and HR.UN) but I think the dividend is safe.
Read Answer Asked by Paul on November 21, 2016
Q: I have held Northwest Healthcare for several years and have a small net gain primarily due to the distributions. I am considering a sale of NWH.UN and the purchase of a Canadian listed residential REIT which has its property holdings in the USA. I am considering Milestone Apartment REIT (MST.UN) and Pure Multifamily REIT (RUF.UN). Would you please give me your opinion of which REIT is better to fill a vacancy in my portfolio? Is there a similar REIT that you would prefer to these two?
With appreciation,
Ed
Read Answer Asked by Ed on November 18, 2016
Q: Pure Multi Family REIT declared Q2 results which looked pretty good. Also disposed off a property and bought an AA property (as per announcement yesterday). They are doing all the right things. They have lagged Milestone Apartments REIT which has taken off in the last month or two.

What is your opinion on Pure Family REIT ? You had mentioned it was expensive some time back compared to MST.UN. Does this opinion still stand ?

and out of the three companies which would you prefer for income and some growth. Thank You.
Read Answer Asked by Mayur on August 12, 2016
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