Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.
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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: Thanks for the recent report on DIR.UN.
What is the current FFO payout ratio, and is it sustainable in a prolonged stagflationary environment should it occur ?
I was thinking of pairing this REIT with something in the Self Storage sector such as LSI. Would this be a good plan, or is there a better REIT pairing ?
In general, I thought REITs overall would be performing better in this current bout of inflation. Is it all about interest rates?
What is the current FFO payout ratio, and is it sustainable in a prolonged stagflationary environment should it occur ?
I was thinking of pairing this REIT with something in the Self Storage sector such as LSI. Would this be a good plan, or is there a better REIT pairing ?
In general, I thought REITs overall would be performing better in this current bout of inflation. Is it all about interest rates?
- Welltower Inc. (WELL)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Life Storage Inc. (LSI)
Q: Can you please rank these REITS as long term investments?
Does this ranking change if we are in for a long period of inflation?
Can you please rank them by valuation at today's prices?
Does this ranking change if we are in for a long period of inflation?
Can you please rank them by valuation at today's prices?
Q: Looking for a decent investment in this inflation environment. This REIT hit my radar. I think you at 5i approve of it. My concern is the very high PE (approx. 30) and P/Cash Flow. Not sure what the forward PE is, but I'm hearing that forward earning estimates in general will sooner or later be ratcheted down anyway as higher rates start negatively affecting the economy.
Is there a better metric putting a valuation on a REIT like LSI?
Is there a better metric putting a valuation on a REIT like LSI?
- Vornado Realty Trust (VNO)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Cencora Inc. (COR)
- Life Storage Inc. (LSI)
Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.
Thanks for all your support.
Thanks for all your support.
- WEC Energy Group Inc. (WEC)
- Xcel Energy Inc. (XEL)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Cencora Inc. (COR)
- Life Storage Inc. (LSI)
Q: Hi,
Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?
Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?