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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: What stocks do you see as the best opportunity in the industrial/e.commerce space trading on the TSX but with property anywhere?

Thanks so much for all of your great advice.
Read Answer Asked by Amy on August 20, 2018
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Read Answer Asked by Carla on August 17, 2018
Q: Could I get your opinion on these two industrial REITs, both down somewhat due to new secondary offerings (general comments on the sector, payout percentage, debt level, etc.). Do you prefer one over the other? What would view as the maximum percent-of-portfolio for each?
Thank-you
Read Answer Asked by grant on June 22, 2018
Q: I am retired and have held MRT.UN in a RIF for a number of years, but it has dropped 20% in value in that time and although I appreciate the 7%+ yield, it is just languishing there with what seems very little prospect of growth. It does seem to have stopped dropping in value though.

On the other hand, DIR.UN has been on a bit of a tear in the last 3 months and also offers a high dividend. I am considering switching to DIR.UN, but wonder if this rally is played out and if it's likely to maintain its value or slump under profit taking. I'm a bit wary of switching from a loss position in one stock to buying high and losing more on the next one.

Do you have any thoughts on making this switch?
Read Answer Asked by John on May 09, 2018
Q: I am retired living on dividend income. I currently hold equal positions in AAR.UN and WIR.U. Now that the AAR.UN acquisition is priced in and only yielding 3.87%, I am considering selling AAR.UN and adding to my WIR.U position, which yields 5.91%.
Is there any reason to continue holding AAR.UN?
Is selling AAR.UN and adding to WIR.U a good strategy? Or would you recommend another industrial REIT stock?
Read Answer Asked by Curtis on May 08, 2018
Q: I was looking to replace AAR.UN with an industrial reit. I found WIR.U which has P/E of 9.12 and DIR.UN has P/E of 26.19. Both are not 100% industrial reit. I will appreciate if you could give me some info on how come DIR.UN is having such high P/E? Or you can suggest some reit which has more growth rather then yield.
Read Answer Asked by Piyush on April 02, 2018
Q: Hi,
I was wondering if you could recommend some good value, "defensive" REITs with strong growth.
Thanks
Read Answer Asked by Jason on March 26, 2018
Q: There is always the debate about investment in real estate versus the market. I lean towards the market. If one is to buy a rental property you get better leverage with a mortgage. Your income is from rental from which taxes and maintenance must be deducted. Liquidity is not as good as in the stock market. On the other hand you could buy a good REIT if you wish to stay with property and let someone else do the work and rely on capital gain and dividends and have liquidity. Can you suggest some REITs in which to invest.

The classic example of the thirty year track record Royal Bank where the price went from $3 to near $100 and a dividend of $3 so the stock appreciated by 33 times and the dividend is 100%. You can't touch that with real estate.

Your comment.
Read Answer Asked by Donald on March 05, 2018
Q: Having sold my AAR.UN on the buyout news, I have been sitting on some cash and looking at either DIR.UN or NWH.UN to replace AAR. Do you have a preference between these two, and your reasons. Note that I am more interested in income stability than growth, and already hold a small position in NWH.UN.
Thank-you
Read Answer Asked by grant on March 02, 2018
Q: Having sold Pure Industrial, I am looking at replacing it with industrial or perhaps office. (I already have enough retail and apartment exposure.) I have looked at Dream Industrial but am concerned with its small market cap. Also, the 25% ownership by Dream Office seems unusual and I wonder whether it is a red flag.
What are your top recommendations in the office and industrial segments?
In particular, what do you think of Granite REIT? Do you think that the outcome of the dissident shareholder dispute is positive?
Read Answer Asked by Carl on February 06, 2018
Q: I am looking for a diversified or industrial REIT with good yield and a history/policy of increasing dividends. Brookfield Properties has caught my eye. What is your opinion? Do you have any other suggestions or preferences for my objectives?
Read Answer Asked by Carl on January 23, 2018
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