Investment Q&A

Q: I am wondering about the relative safety of these Reits if interest rates runs really high. I was reading an article in Barron's which claimed a high number of Reits went bankrupt in the 70's and 80's, but went on to say it wouldn't happen today even in the same case scenario, but it did not say why. Wondering what you think of that statement, and if you could answer "why it wouldn't happen now". Do you think these Reits are safe to add to as they go down, and would their dividends be safe if interest rates ran hot for a couple of years? Thanks.

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks

Q: Hi There,
I have a fairly large position in CAR.UN and I'm thinking of selling half and buying either DIR.UN or TCN.
Of the two noted, would you have a preference of one over the other?
Thank You

Q: I am thinking of harvesting a tax loss in CAR.UN. Had bought this to protect against, or just dampen, the abrasive effect of inflation. I do not need a loss for tax year 2022 so it would be for use in some future year. I could use the proceeds to buy a different REIT , as a possible (probable?) protection against inflation.
1- Am I correct about REITs being a probable protection against inflation?
2- Although interest rates will be higher going forward, I assume inflation also dampens effect of debt. Is this in fact true?
3-Would you suggest an industrial REIT over a residential? Please suggest names you favor. I like ones that are inter-listed as I have only US$. ( TCN, Granite GRP in the US and others). But ones listed in Canada only are also just fine.

Q: Federal Liberals are reviewing tax treatment of residential REITS claiming "(REITs) are increasingly trying to amass large portfolios of Canadian rental housing, putting upward pressure on rents,” the announcement states, “We will put in place policies to curb excessive profits in this area"

Clearly such a restriction would not be good for REITs but as TCN is the only name I own in this space could I expect it to not be impacted?

Q: Other than higher interest rates, is there a reason the US housing REITS have been so weak of late? Does the same reason apply to CAR.UN which have been down.

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Q: Good Day: Any reason CAR.UN seems to be dropping like a stone. I know the whole market is correcting, just wondering if something else is affecting CAR.UN... any reason to worry?

Q: True North REIT is paying 8.41% as of today. Is this dividend sustainable and is the share price solid?
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.

Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?

Q: Would you please do a comparison of these two stocks in regard to stability, growth, dividend and valuation. I currently own both but am wondering about the merits of liquidating MI and putting the proceeds into CAR?

Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?

Thank you, Mike

Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks

Q: Can you suggest 2-3 Reits for a RIF considering timeliness, safety, dividends and modest appreciation.
Thank you

Q: What are your thoughts on this company? To quote "FCR remains one of a small number of REITs trading at meaningful valuation discounts versus pre-pandemic (P/NAV 74% versus 86%, P/AFFO 16.0x versus 20.0x)" I understand its debt is high but has been reducing it aggressively pre pandemic.
I know you like GRT.UN and CAR.UN, wondering where FCR ranks in relation to these 2.

Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal

Q: Hi, should have some exposure to R.E. Could you please pick two of these R.E companies you would prefer, with dividend , growth, and management considerations. This is for a unregistered acct. for long term. Or would you stay clear of this sector for now because of higher interest rates that are likely to come?
also if you have a better suggestion please include it .
Thanks

Q: I have not seen any questions on Starwood for a while. It has a good yield. Is it a buy at these levels?
Thanks
Ian

Q: May I get your opinion on this company , after it's recent earnings release, ...please and thank you

Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.