Investment Q&A

Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree

Q: I'd appreciate your thoughts. Thanks.

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

Q: Can you compare csh.un & car.un for total return over 5 yrs. and why
Thank you

Q: I'm planning to add a REIT for a five year hold (for the combined growth and yield), which one of GRT.UN or CAR.UN would you recommend? Or, if there are others better than these two that I should consider? Thanks.

Q: What is the significance of the drop in share price today?
AJ

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

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?

Q: REIT Strategy

REITS have had a good run recently, I recently purchased IIP and CAR.UN. Is there anything that I need to watch for in terms of what could possibly turn things negative? Outside of rising interest rates, what else could affect the REIT Sector. I have heard that new builds will not have rent control in Ontario, and there may be more competitive threats in the near future.

Thanks,
Raj

Q: Thank you for your great service. I'm a young retiree. I need 5% after tax revenue for living expenses. My portfolio consist of 10% cash/equivalent, 2% Prefered (CPD) 15% high dividend stocks, and 65% other well diversified long stock positions of which half also pay dividend in the 2-3% range. Considering that my REITs represent 8% would you consider a good opportunity to add to my REITs since interest rates are going to stay low for the foreseeable future and hence high dividend and distribution stocks should do well in this environment. If so which of the above mentioned would you add to or if you have a better suggestion please do so. As for tax implication I own all my REATs in either TSFA or my RRSP. On a side note I also own Real Estate for approximately 30% of my net in addition to the stock portfolio.

Thanks for your great advise.

Q: Irregardless of risk or anything else, which stock has more potential for growth over the next five years, Car.un. or Aqn, thanks?

Q: I am a young retiree and am not allergic to volatility. I own each of the above REITS in my RRSP or TSFA for tax purposes. They represent collectively 7% of my total portfolios including my taxable account. My taxable account holds a mix of growth and dividend paying companies. It's a rather large holding. I don't own bonds because I don't understand the first thing about bonds but currently own 23% in money market or Guarantied Cash Deposits. I would like to add to my revenue generating part and would like to tone the risk down a bit. Where would you go from here?

Thank you very much for your support.

Q: Hi 5I
Is it too late to get into CAR.un for an RRSP account for 40 year old
Thanks
K

Q: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?

Q: Hello 5i Research Team,
I would like to invest into a few REIT's. Do you have any recommendations for 3-4 of the top ones.
Thank you.

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

Q: Good Morning,

Currently hold the following in my TFSA ($30,000): BNS, SLF, AQN, AW.UN, AD, SPB, BEP.UN, GSY, SIS, TOY, TSGI, PBH, MX.

Looking to deploy $3,000 and add one or two of the companies addressed in this question. What would be your order of preference in terms of combination of dividend and some growth. Feel free to suggest others.

Thank you.

Larry

Q: Hi 5i,
I have a full position with SRU.UN in my income portfolio.
I'm planning on selling half and buying another reit for more diversification. Could you provide a reit suggestion that would work with SRU.UN?
Or 2 reits suggestions and sell SRU.UN?

Thanks Steve

Q: The new equity issue by CAR.UN was priced almost $2 below recent trading range - and the market opened the next day with an immediate drop to match. CRT.UN did a similar move a month or so ago - with a corresponding immediate price drop. This appears to be a common industry practice - but that alone does not make it ethically right. I have been burned many times by this. Why are new equity issues not priced more in line with current trading range (e.g. to match closing price on the prior trading day)? Isn't it the duty of the regulator to block transactions that are priced to influence (i.e. manipulate) the market?

Q: Good morning 5i, I see CAR hit the market at $45.50 and I am in at $47. My question is how likely is that to cap the price and for how long. I am sick of watching losers so I am inclined to sell and replace it with a reit/other with better short-term potential. We rely on income from our investment so be it interest or growth it is all the same. What would be your top picks right now with short-term capital recovery in mind. I am becoming increasingly negative on buy and hold. Damn that Black Swan...wish he would move on to another victim.
thanks for your input,
Bob