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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: Now that IIP has been scooped up. Do you feel there are any other similar type of REITS that are selling cheaply that might follow the same fate?

Canada or US?

Please also state why you feel they are undervalued and potential targets as takeovers.

Thanks


Sheldon
Read Answer Asked by Sheldon on June 09, 2025
Q: Hi Peter and 5i Team,

Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?

Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.

As always, thanks for your valuable insight.

Read Answer Asked by Jerry on May 29, 2025
Q: Looking to open a position in one of the 2 listed companies or others if you have any to recommend. Long term investor with 0 exposure to the real estate sector in the portfolio yet.

Colliers growth projections and better valuation along with positive analysts ratings make it more attractive on the surface. However, I know that you have First Service in the growth portfolio, is there something that I'm missing as to why I should choose FSV before CIGI? Could you please give a breakdown between the two and the reasoning behind choosing one over the other? Also open to any other real estate sector stocks that would be a good add.

Thanks again!
Read Answer Asked by Kevin on May 27, 2025
Q: What is the outlook for Canadian real estate?
How long do you expect it to stay down, how will tariff impact it ?

Can the new liberal government do something to bring down the prices, if so , will it affect the price for the new homes or the entire market?

Please share your thoughts on this ?
Read Answer Asked by HARRY on May 22, 2025
Q: Can you please comment on Interments quarter just announced? The numbers are hard for me to interpret because a number of properties have been sold.. Yet they apparently were sold above NAV, and company has been buying back shares at a very rapid pace - I believe they bought back 4.4% of their shares in 2025 already. How do you interpret the numbers (eg. FFO and AFFO) as well as the share repurchase programme?
Read Answer Asked by arnold on May 16, 2025
Q: What are your thoughts on RE/MAX? I had initiated a position a couple years ago right before the class action losses and settlements related to the broker fees (so I'm down about 50%).

Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).

Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?
Read Answer Asked by Patrick on May 14, 2025
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