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  5. HR.UN: I am retired, living off dividends and distributions I receive from my CDN portfolio. [H&R Real Estate Investment Trust]
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Investment Q&A

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Q: I am retired, living off dividends and distributions I receive from my CDN portfolio. For a number of years, I have put my high-yielding REITs with less tax-efficient distributions in my TFSA. I have paper losses on all of them, but it is a long-term game and they still have high yields, except H&R. Given H&Rís holdings, in a context more negative toward retail and office spaces, should I take my loss, even in a TFSA, and replace it with NWH.un, which I have in my taxable account and has a higher yield? Thanks, Martin

Asked by Martin on December 01, 2020
5i Research Answer:

We would agree with this move.