Q: Would you expect the North American goods shortages to affect the results of industrial REITS such as DIR.UN? I'm thinking that with fewer goods to put in them the warehouses will be underutilized and now might be as good as it gets for these stocks.
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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.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Thomson Reuters Corporation (TRI)
- goeasy Ltd. (GSY)
- WPT Industrial Real Estate Investment Trust (WIR.U)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Cencora Inc. (COR)
Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi
thanks
yossi
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I plan to buy a REIT by the end of 2021 to balance out one of my portfolios (RRSP). Looking to hold up to 25 years. Can you recommend a REIT that will pay a descent dividend and possible grow over a long period of time?
Q: As AQN appears to meander, would a swap to DIR.UN be a good strategy?
- Equinix Inc. (EQIX)
- Crown Castle Inc. (CCI)
- Tricon Residential Inc. (TCN)
- Summit Industrial Income REIT (SMU.UN)
- WPT Industrial Real Estate Investment Trust (WIR.U)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Digital Realty Trust Inc. (DLR)
- Alexandria Real Estate Equities Inc. (ARE)
- Healthpeak Properties (PEAK)
Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
- ONEX Corporation Subordinate Voting Shares (ONEX)
- Dream Office Real Estate Investment Trust (D.UN)
- Enghouse Systems Limited (ENGH)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
- BTB Real Estate Investment Trust (BTB.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.
- WPT Industrial Real Estate Investment Trust (WIR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- EXFO Inc. Subordinate Voting Shares (EXF)
Q: Hi
Can u provide your thoughts on these companies. Would you consider them a buy or is there a better alternative. Thanks Clare
Can u provide your thoughts on these companies. Would you consider them a buy or is there a better alternative. Thanks Clare
Q: Your opinion on Dir.un as thinking of buying & selling Mpct(same family) Txs for u usual great opinion & services
- WPT Industrial Real Estate Investment Trust (WIR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I see these 2 REITs have been compared before, however they have both moved up lately and I am considering a long term holding 5+ years and would like your opinion which you think is positioned to grow more?
I am looking for industrial do you prefer a different canadian reit?
I am looking for industrial do you prefer a different canadian reit?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi,
Could you recommend a few REIT's with a main goal of income and some growth.
Thanks
Could you recommend a few REIT's with a main goal of income and some growth.
Thanks
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Plaza Retail REIT (PLZ.UN)
Q: In the past you have mentioned you felt the dividend is vulnerable, wondering if anything has changed or do you still feel this way? Could you list a few Canadian REITS you would feel more comfortable with yielding above 5%?
Thanks
Thanks
Q: Could you comment on European deal and current debt load
Q: I was looking for the makeup of their last couple of years' distribution but their website had nothing. Can you help please? Specifically, I'm curious if it was all return of capital. Thanks a lot as usual.
Q: Appreciate your view of today's announcement. I have a 3.3% position in a reasonably diversified portfolio, looking to increase that to 5%.
Kind regards,
Geoff
Kind regards,
Geoff
Q: Most of the REITs are down today, especially DIR.UN which is down by about 3.5% - a big drop for a REIT. Any reasons? Also, would you flip DIR.UN for SMU.UN, which seems to have more potential down the road than DIR.UN. Thanks.
Q: Peter; My wife and I own smu.un at cost of $7.89- yield is about 3.59 at current price -late 70’s- would you think a switch to the new issue of DIR.UN be advantageous? Big capital gains of course and who knows what the Libs may do . Thanks.Rod
Q: Hi Guys
In regard to Tricon obviously most of the homes they bought in the USA after the 2008 crisis have gone up significantly in value. On Tricon's balance sheet would the original cost be reflected or what they are now all worth? Just trying to get an idea of possible upside in terms of book value. Also in regard to Tricon it seems over the years management have bumped around a bit in terms of what the company focuses on in terms of real estate investments. Do you think going forward they have found a focus that should deliver results? Also in comparison to the Industrial REIT's, like Dream or Summit, how would you rate Tricon - better or worse value and upside?
Thanks so much
Stuart
In regard to Tricon obviously most of the homes they bought in the USA after the 2008 crisis have gone up significantly in value. On Tricon's balance sheet would the original cost be reflected or what they are now all worth? Just trying to get an idea of possible upside in terms of book value. Also in regard to Tricon it seems over the years management have bumped around a bit in terms of what the company focuses on in terms of real estate investments. Do you think going forward they have found a focus that should deliver results? Also in comparison to the Industrial REIT's, like Dream or Summit, how would you rate Tricon - better or worse value and upside?
Thanks so much
Stuart
- Brookfield Renewable Partners L.P. (BEP.UN)
- Diversified Royalty Corp. (DIV)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am thinking of trimming a bit from BEP(up 300% with ROC) and adding to my positions of DIR.UN and DIV. I am retired and looking to increase my monthly dividend payout companies. Currently BEP is around 4% of portfolio, DIV is 4% and DIR is 2.3%. Is this a sound move or do you think there is a better option with another monthly dividend payout company.
Q: You guys seem to like Dream Ind. Reit alot these days, would that be more for it's distribution or Capital appreciation? I do like it's yield but i waa hoping for some decent price appreciation also over the next five years roughly, thanks.