• Boardwalk Real Estate Investment Trust (BEI.UN $71.02)
  • $71.02 Fwd P/E: 9.76X Cap: $3.78B
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• Crombie Real Estate Investment Trust (CRR.UN $14.74)
  • $14.74 Cap: $2.72B
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• Granite Real Estate Investment Trust (GRT.UN $71.56)
  • $71.56 Fwd P/E: 14.3X Cap: $4.45B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.98)
  • $18.98 Fwd P/E: 3.63X Cap: $2.26B
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Q: I hold these REITs in a diversified portfolio. They have not been performing and are mostly close to 52 week lows. Do you see upside in these? What is your view on holding REITs like these? Should I be switching them out for something else or am I being the typical investor considering selling at the bottom :-)

Upvote 3

Read Answer Asked by Jacques on January 22, 2025

• Canadian National Railway Company (CNR $143.93)
  • $143.93 Fwd P/E: 20.3X Cap: $90.31B
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• Crombie Real Estate Investment Trust (CRR.UN $14.74)
  • $14.74 Cap: $2.72B
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• Thomson Reuters Corporation (TRI $272.45)
  • $272.45 Fwd P/E: 42.15X Cap: $122.73B
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• Savaria Corporation (SIS $19.57)
  • $19.57 Fwd P/E: 28.64X Cap: $1.39B
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Q: I currently hold these is non-registered account and have had for more than 5 years, so there are gains. My question is: taking a longer term view, should any of these be sold and what options would you suggest in similar segments?
I feel that there could be other options that I am not seeing.
Thanks very much for all you do.

Upvote 8

Read Answer Asked by George on December 17, 2024

• Chartwell Retirement Residences (CSH.UN $18.36)
  • $18.36 Fwd P/E: 87.38X Cap: $5.19B
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• Crombie Real Estate Investment Trust (CRR.UN $14.74)
  • $14.74 Cap: $2.72B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.76)
  • $11.76 Fwd P/E: 27.51X Cap: $3.46B
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Q: I hold CSH and CRR. The later being a very small position (1%) I'm looking to consolidate. Could you rank these 3 or do you have a better REIT to suggest?
Thanks

Upvote 7

Read Answer Asked by Robert on December 06, 2024