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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: Hi, what would be your top ranked Reits that have decent growth with at least a four percent distribution, thanks??
Read Answer Asked by Pat on February 07, 2019
Q: I am looking to add an industrial REIT (either SMU.UN, WIR.UN, or DIR.UN) to an RESP for a 5-8 year hold. Funds are not needed for another 8 years. Which of the 3 REITS listed would you recommend purchasing and why do you prefer it over the other 2?
Read Answer Asked by Linda on February 06, 2019
Q: Could you give me your take on its latest acquisition. It is partially funding this through new stock issuance, and the market has reacted to that. What I would like to know is whether this is a better reit at this price than it was yesterday before the deal at its previous price.
Read Answer Asked by John on February 06, 2019
Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks
Read Answer Asked by Saad on January 15, 2019
Q: I have some money to deploy, and would like to concentrate on dividend paying stocks above. Do you think at the current price points I can buy in or would it be wise to wait for any to come down a bit? I am looking to create some dividend income.
Thanks
Read Answer Asked by Marjorie on January 14, 2019
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry
Read Answer Asked by Terry on December 03, 2018
Q: In an effort to replicate a REIT ETF I hold the following REITs
which in total compromise 12 percent of my portfolio.
BPY/DIR/HR/NVU/SIA.
I am thinking of adding CHP which would increase the percentage held to 13 percent. Do you think that this would provide reasonable exposure to the various segments within the REIT sector or would you suggest something else.
Thank you for considering my question.
Read Answer Asked by Gail on November 13, 2018
Q: You have mentioned Dream's western Canadian exposure in other answers. This is purely anecdotal but I notice in Calgary that I have a lot of vacant space. Therefore I would prefer to own another industrial REIT. Recommendations please. Thanks always for your great service.
Read Answer Asked by Nigel on November 12, 2018
Q: Can you comment on wir.u third quarter results. To me they look positive, but the stock is back down around a 52 week low.
Would you add to a position? Or is there another industrial REIT you prefer?
Read Answer Asked by Curtis on November 09, 2018
Q: Can you please clarify your answer to Francis' question on a potential choice of an industrial REIT in Vancouver. Your answer alludes to Pure Multi Family REIT which is not industrial. Joe
Read Answer Asked by Joseph on August 21, 2018
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
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