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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: Just to round out my portfolio a little I hold 2 REITs - CAR.UN and GRT.UN. It seems the whole REIT sector has been uneventful this year. With these two I'm above water but other than collecting the monthly payouts, there have been no growth.

Do you think the rate cut in the U.S. should/will give this sector a boost? I'm thinking about flipping these two REITs for something that represents a better balance between yield and growth (suggestion if any). Your recommendations/opinions are much welcomed. Thanks.
Read Answer Asked by Victor on August 02, 2019
Q: I currently have no investments in the REIT sector and have about 10% cash. Would you say this would be a good time to step into WPT Industrial or Canadian Apt Properties for income and some growth? Please provide your insight on a comparison. On the US side how do you view XLRE? I am retired and looking for some stability and wouldn't mind allocating to 2 properties. Thanks.
Read Answer Asked by Harvey on July 26, 2019
Q: I own these 4 REITS. Can you tell me what percentage of their distribution is return of capital, please

Carl
Read Answer Asked by Carl on July 17, 2019
Q: Hello and thank you for your exceptional service. I am retired and dividends and other distributions are a necessary part of my income. In an environment such as we currently live in without inflation and with historically low interest rates. Aren't REITs a valid alternative to bonds and GICs? I own 15% in GICs, no bonds and I'm currently overweight at 9% in Real estate and wonder if my strategy is correct in your opinion. Should I remove some REITs exposure, which would you trim first and in what order from the list above. Where would you put the money instead? Thank you.
Read Answer Asked by Yves on July 04, 2019
Q: How do the above Reits differ in asset allocation, rate of return and fees?
Read Answer Asked by Lorraine on July 02, 2019
Q: I would like to invest in a REIT geared toward residential apartment rentals and have narrowed it down to CAR.UN and MRG.UN. With a smaller market cap and lower payout ratio, would you agree MRG.UN has a larger runway for growth?
Thanks,
Curtis Q
Read Answer Asked by Curtis on May 08, 2019
Q: Which Canadian reits are worth buying now. Thank you rose
Read Answer Asked by Rose on May 06, 2019
Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree
Read Answer Asked by Desiree on May 03, 2019
Q: 1) How do you feel about picking up a few shares of CAR.UN, especially if you can get the shares below the financing price of $49.

2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?

3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?

Thanks.

John
Read Answer Asked by john on April 18, 2019
Q: i have taken some profits and would now like to add some Realty Estate in my portfolio. I would like one or two stable companies to hold for 3-5 years with a nice dividend.
Thanks
Margita
Read Answer Asked by Margita Elisabet on March 29, 2019
Q: I've never bought a REIT but Im looking for a 2-5 year hold. CAR looks good but I'm worried that apartment REITs are overvalued?
Can you give me two recommendations for the Canadian market and one for the US market?
Read Answer Asked by Graeme on March 29, 2019
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