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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: 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
Q: Morning,
I need some help to understand an "outperform" rating recently issued by RBC on CAR,un.
When the report was issued a day or two ago CAR was trading at $42.63 and only had a yield of 3.1%. RBC has given a $40 price target in 12 months.
Why would there be an outperform rating on a stock that may have a negative return in the next year?
I feel CAR is extremely overvalued at this time and have reduced my holdings by 25%. What is your opinion?
Thanks for the help.
John
Read Answer Asked by John on July 06, 2018
Q: I have about a 3% position in HR.UN and a 4% position in SRU.UN. Both pay a good dividend but I'm down about 9% in both. Perhaps I should switch to a residential or industrial Reit for more growth potential. Any suggestions?
Read Answer Asked by John on July 04, 2018
Q: I currently hold TCN and REI in my TFSA. I am thinking of selling them and replacing with IIP.UN and CAR.UN. I am looking for income with some growth. Do you recommend this or would you leave things as is or possibly consolidate to just one? If so, which? Weighting is high - 17% for REI and 10% for TCN.
Many thanks for your great service!
Read Answer Asked by Jennifer on June 28, 2018
Q: For an income porfolio (like 5iR's), I am thinking of buying CAR.Un and IIP.un for a long-term hold/investment. I know 5iR held CAR,un and am familiar with the differences between these two RIETs (thanks to the question/answers by 5iR). I would like to buy both as a combo. My question is what weighting would you give to a combination of these two?.....Like 4 or 5%?........And what would be the split be? ....like 50%-50% ?.....Thanks.....Tom
Read Answer Asked by Tom on June 26, 2018
Q: Hello 5i
I note that CAR.UN has been on amazing ride upwards. I own over 4,000 shares since 2010 @ approx. 10.67/Sh. So I am happy to see the shares are appreciating. But I wonder why this is happening in the last month or so, especially in a period when interest rates are pointing higher. Is someone accumulating for some reason? Or is there anything else I am not aware about.

Thanks for your insights and keep up the great service.
Joseph
Read Answer Asked by Joseph on June 19, 2018
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