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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: I have a question about retail exposure in REITs. My broker is encouraging me to sell these REITs due to exposure to retail and/or Alberta. Seeing that they all seem to have plans to rebalance their portfolios, I am less concerned. My exposure to retail is around 15% of my REITs overall (mostly via Riocan) and less than 5% of my total portfolio. My exposure to Alberta overall is about the same (mostly through these REITs). Would you recommend reducing my exposure to these REITs and in what order (descending vulnerability)?
Read Answer Asked by Carl on December 04, 2017
Q: are there any reits with good yields and low valuations? thanks
Read Answer Asked by jim on November 30, 2017
Q: In a 250k investment portfolio we have over 20 stocks. We would like to trim some of the smaller positions and top the others.From larger to smaller holdings HR.UN, GIL, ET, STN, GH,ECN,TCN. 2 to add to, 5 to dispose or 3 and 4. Which would you keep.
Thank you.
Read Answer Asked by francois on November 23, 2017
Q: I am looking to replace HR.UN with a REIT that has minimal, or no retail exposure. Can you suggest a couple with comparable dividends, and better potential upside? Thank you.

Grant
Read Answer Asked by Grant on November 14, 2017
Q: 5i. Thanks for heads up on SIA share issue through questions.

While I would like to get into seniors living reit and SIA with discount price seems like a good entry, I do have to sell another reit to do so.

I just picked up TCN (US housing)last week as entry to accumulate over time.
I have held HR (Retail and other) for years.

I like the idea of SIA one day being a take-out and it makes sense.

Would you advocate for a move from one or the other of the aforementioned reits to get into SIA?

Or will they all act similarly into and through 2018?

Thanks
Dave
Read Answer Asked by David on October 17, 2017
Q: greetings, looking to top up one of my reits - i have 1/2 positions in all three. If you were to add to one which one do you believe is the best value today assuming the alberta market continues to recover. Looking for a modest stable dividend as i am nearing retirement.
Read Answer Asked by kelly on October 05, 2017
Q: I have a half position in both A&W and BPF. Have had long term holding on both. Thinking of selling BPF and taking full position in A&W. Or replacing the BPF with HR.UN. Your thoughts
Read Answer Asked by David on September 07, 2017
Q: Hello,

Do you consider boardwalk as a good long term hold. It would be a new position for me. I do already have real estate exposure (7 - 8 %). This would be new money. I was also looking at H&R but I prefer the usual stability of apartments vs commercial. Thank you for your thoughts. Maybe a mix 50/50 would be a good idea.
Read Answer Asked by Pierre on September 01, 2017
Q: Good afternoon guys,

I've been watching the REITs and utility/pipelines stocks take a dip - presumably due to interest rates. I remember a time when a stock like IPL yielded 8 to 10% and HR.UN not much behind that.

With interest rates due to rise in the near or medium term, how high to you see yields rising? Personally, I wouldn't be surprised to see the yields on these stock rise to 7-8%, maybe higher depending on market sentiment etc. Is there a way to guesstimate what yields companies like IPL and or HR.UN could ascend to with increases in interest rates?
Read Answer Asked by Aaron on August 11, 2017
Q: Hello, you have mentioned before that HR.UN has $6 billion in debt. When I look at the data on TMX Money the company has a market cap of just over $6 billion. A) Does that worry you to see that the debt and the market cap are of about the same magnitude? B) What is HR.UN debt-to-cash flow ratio? Is that too high? HR.UN is not performing well in 2017, may be this is just cyclical I don't know. Regards, Gervais
Read Answer Asked by Gervais on August 09, 2017
Q: Hi

I am looking to move some of my retirement account into things that I consider hard assets (Real Estate, Railways and Utilities etc.). I am looking for 3 REITS that have strong real estate holdings with the least amount of leverage. 2 residential and one commercial. What is your recommendation /
Read Answer Asked by Ron on July 26, 2017
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