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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 well diversified RRSP account with focus on income and of course some growth. The only real estate holding I have is BYP.UN and would like to add another. I am trying to decide between AAR.UN or CAR.UN. Which would be your chose, if either. I am open to other suggestions.
Thanks
Read Answer Asked by Roy on November 17, 2017
Q: Hi Team,
In your response to Joanne, Nov 14 regarding comparison of BEI.UN and CAR you state :
"and we would much prefer CAR, and would have concern on CAR's distribution." Did you really mean you have a concern with CAR's distribution?
Also in light of BEI's announced distribution cut starting Jan 1, 2018 and their new growth plans do you believe the bad news is now priced in and this is a good buy currently considering down to $40 this am?

Thanks for your sevice,

Steve

Read Answer Asked by Steve on November 15, 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: What would your recommended REIT asset allocation be for a growth-oriented 33 year old who does not own a house? Currently own some Chartwell in a margin account. Would CAR.UN be your next choice? Is it advisable to own REITs in non-tax advantaged accounts?
Much appreciated
Read Answer Asked by Ryan on October 30, 2017
Q: In what order would you rank these residential reits for a long term hold (5 plus years)? Would you agree that you should have one or two as part of a core holding in a portfolio? Thank you .
Read Answer Asked by Albert on October 26, 2017
Q: You expressed a little concern on Tuesday with reits that had little or no exposure to retail space. Could you suggest a few top picks that avoid retail?
Read Answer Asked by Valdis on October 25, 2017
Q: Hi 5i team, I'm looking to add one more name in the real estate sector. I currently have BTB Reit, Artis Reit and the etf XRE. Could you please suggest a few ideas. What are your favourite reits at this time and would you replace any of my current holdings? Thanks. Mario.
Read Answer Asked by Mario on September 20, 2017
Q: In these times of rising interest rates, I am wondering if it is better to own rate reset prefs or perpetuals? Also are all REITs better on the back burner for now, or are there some that still look attractive?
Thanks
Read Answer Asked by steve on September 13, 2017
Q: Hello 5i Team

I have equal dollar amounts in Boardwalk REIT (BEI.UN) and Northview Apartment REIT (NVU.UN). The REITs are held in a taxable account.

After release of the 2nd quarter results last week and the resulting change in share prices, I am down 5 % in Boardwalk and up about 1 % in Northview (after a long 2.5 years).

Should I sell my Northview and invest in Boardwalk for the long term or invest in Killam / Canadian Apartment to diversify my apartment REIT holdings from a apartment location strategy (i.e. Boardwalk is concentrated in Alberta, versus Killam is more eastern Canada and Canadian Apartment is more Ontario focused).

Thanks again for the great service.
Read Answer Asked by Stephen on August 14, 2017
Q: Further to my Aug 2 question, I did consider XRE but RIT seems the better choice as it has superior returns for all time periods, admittedly at more than double the MER. In case I decide that increasing my company count is OK would you please recommend your top 5 choices for direct company investment.
Read Answer Asked by Ross on August 08, 2017
Q: My real estate exposure consists of CAR.UN. To increase diversity I am considering selling CAR and buying RIT. The MER is on the high side but the short and long term performance, relative to other REIT ETFs or mutual funds, seems justified. Volatility is also relatively low. What is your opinion on my plan and on RIT as a long term hold? Are there any other mutual Funds or ETFs I should consider. The percentage of my portfolio devoted to REITs is not high enough to obtain the diversity I seek by direct investments. I also do not wish to increase my security count by 3 or 4.
Read Answer Asked by Ross on August 02, 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
Q: Morning,

Would like to know if the dividend from Cominar is currently safe and your view on the stock on an income based portfolio? Would Slate Office REIT be a good replacement if Cominar is deemed too risky?

Thanks!
Read Answer Asked by Richard on June 19, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.
Read Answer Asked by Terry on May 17, 2017
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