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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: H&R real estate investment trust calls itself an "open-ended" trust compared to others that call themselves a "close-ended" trust.
Is the internal structure of H&R more like a mutual fund? Should it be a concern?
Which of these three do you prefer for a long-term hold, as the only REIT in a portfolio. Thanks for your help.
Read Answer Asked by Robert on October 17, 2016
Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?
Read Answer Asked by Grant on October 14, 2016
Q: I only hold one REIT:REI and I am not too happy with its performance. I was up 15% and now back to 0%. What do you think about a switch to AX to almost double the dividend and (I expect) capital gain when the stock recovers.
What do you think about the future prospects for both?

Thank you.
Read Answer Asked by JR on October 07, 2016
Q: I have not had a 'raise' in a while from RioCan. I have held the stock since 1999. Is it time to part company? It's near an all time high. Can you suggest a REIT which does give good increases every year? A high ROC is nice, but not required.

Paul
Read Answer Asked by PAUL on June 23, 2016
Q: I'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Read Answer Asked by Gordon on May 31, 2016
Q: I am looking to add a solid, long term real estate investment to my portfolio. I am trying to decide between RioCan and Brookfield Office. They both seem well managed, large and well-financed. The main differences I see between the two is that one (BOX) is the office space while the other is more retail oriented and secondly, BOX has international holdings (mainly US?) while REI is said to be exiting the US market.

What are your views on these two companies or is there another option I should be considering (I know yo like Chartwell)? I am more interested in total overall return, whether it be from dividends, growth or both.

Thanks for insight.

Paul F.
Read Answer Asked by Paul on October 21, 2015
Q: Hi there,

I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?
Read Answer Asked by kelly on April 07, 2015
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