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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 currently don't have any REITs in my income portfolio but am now considering adding a couple. I was considering the above 4 but really want to add only 2 names. Which would you consider or would you suggest something else? Looking for reasonable income with an eye on preserving capital during rising interest rates.
Read Answer Asked by Rudy on December 10, 2018
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry
Read Answer Asked by Terry on December 03, 2018
Q: I hold Can. Apartments and Northview (half as much). I am considering averaging down Can. Apartments due to low market yield and perhaps adding to Northview. Would you consider this ok, in order to remain in residential?
Read Answer Asked by Carl on November 28, 2018
Q: Good morning...I agree with many of the comments that you are providing a phenomenal service and great analysis...I have also been investing for the last 25 years with some wins and many losses...however, my position has improved significantly since being a member of 5i with proper stock/sector allocation...introduction to some stocks ....CSU, GSY, PBH, KXS...greed some times get the best of us and looking for someone to blame when it doesn't work out is all to easy......Thanks again!!

With some extra cash not want to sit....what REIT would you recommend for income and maybe a bit of growth...currently own SMU.UN and CSH.UN....was hesitant to add Retail but read article in Globe regarding Riocan, sounds interesting....can you provide a few of your favorites over the next 12 months to hold until move to more growth....(not concerned with weightings or tax)Thanks
Read Answer Asked by Matthew on November 14, 2018
Q: Please subtract two question credits if you feel that is correct. First, are REIT"S good to hold in a down market, i.e. bear or recession? I am thinking that ones pertaining to rentals would be? I hold TCN,CAR and IIP in my TFSA. TCN is not doing great and I am worried the future U.S. housing market if the U.S. economy tanks, will be affected by it. thinking of swapping it for PRV ( I like the dividend) or adding more to IIP and CAR instead. Looking for good income.... your thoughts please,
many thanks,
Jen
Read Answer Asked by Jennifer on October 31, 2018
Q: My questions is about REIT investing. Seems that REI.un, BEI.un's 5 year return is cyclical, could be just back to original value whereas CAR.un and IIP.un value climb nicely over a 5 yr. period. Any difference in selecting these REIT's ?
Read Answer Asked by DAVID on August 31, 2018
Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin
Read Answer Asked by Fooklin on August 15, 2018
Q: How would you rank the following REITS, in terms of long term holds? REI.UN, BEI.UN, AX.UN CAR.UN
Read Answer Asked by steve on August 14, 2018
Q: 9:50 AM 8/1/2018
The only REITs/Healthcare I own are SIA [3.3% position] and CSH.UN [3.8%]. I am considering buying one or more other REITS for the long term for the income. Could you please advise what REITs in any sector you would suggest that are sufficiently robust to prosper through the next inevitable market correction/crash, have low enough debt not to be of great concern, have a history of growth and rising dividends, and hopefully pay dividends in the 5% range.
Thank you.............. Paul K
Read Answer Asked by Paul on August 02, 2018
Q: I am thinking of adding a REIT to my dividend portfolio. I have held DRG.UN for some time and it is up 75%, but it is only at a 2.3% weighting. What do you think of me adding CSH.UN or should I add to DRG.UN? Do you have another REIT you like better and why?
Thanks for your excellent service.
Read Answer Asked by Richard on August 01, 2018
Q: I have had some bad experiences with REITs and am concerned about dilution and management teams that are looking out for their interests before investors. With that said, what REITs would you recommend that have strong management who are loyal to shareholders? Thanks.
Read Answer Asked by Tyler on July 23, 2018
Q: Hi, I have a double postion in AAR.UN. I would like to sell and split the proceeds into 2 REIT positions.
What 2 REITS look most attractive based on current valuation and future growth potential, to purchase at this time?
Thanks
Read Answer Asked by Curtis on July 20, 2018
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