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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'm not sure if I should take comfort in the fact that you still have ZRE in the portfolio or not, the last little while has been rough. If you were putting new money into the sector under current conditions would you stick with the equal weight ETF approach or would you just choose a couple of your favourite individual stocks like DIR and/or CAR (or perhaps another ETF that is not equal weight)?

Read Answer Asked by Stephen R. on September 26, 2023

Q: Me, thinking of selling CAR.UN and adding to DIR.UN.†My reason, DIR.UN has more upside. In the income portion of the portfolio, about 18% of total portfolio, CAR.UN has a weighting of 1.47%, while DIR.UN †comes in at 6.88% but I'd be okay with overweighting DIR.UN. What is you take for this potential move???.....Tom

Read Answer Asked by Tom on September 25, 2023

Q: Are dividends paid by Canadian based REITS tax efficient? Or it is depending on a specific REIT ?
Thanks.

Read Answer Asked by Miroslaw on September 21, 2023

Q: Hello 5i,

This is a sector allocation question. Portfolio Analytics indicates I have about 14% allocated to Real Estate and should only have 4%. My 3 real estate holdings are DLR:US, DIR.UN:CA and GRT.UN:CA. Would you suggest selling one of these 3 or trimming a bit from each?

Thanks

Read Answer Asked by ralph on September 19, 2023

Q: Are there any public companies that stand to profit if housing foreclosures in the U.S. significantly increase over the next 3-4 years? Or a suggested investment strategy to play this scenario in public markets?
Thanks

Read Answer Asked by Curtis on September 19, 2023

Q: Interest rates likely peaking and many real estate stocks are trading at discount. I am considering adding to real estate. Would you comment on this thought and suggest a stock and index.

Read Answer Asked by joe on September 13, 2023

Q: One year ago I decided to choose 6 reits ( avoiding shopping centers and offices),+ one professionaly managed reit etf (mentionned above) .The final result is that the managed ETF did loose 15% +,and the 6 "amateur chosen" ETF gained more than 15% ,the choice was based on the "basic observation"of a slowing economy and specific individual REIT performances,I did then favour industrial, data centers and some real estate REITs.Is it normal that a professionaly managed ETF could underperform so much versus personal choices and why? I wonder if I should trust actively managed products on the future,considering the fees etc..,instead of just choosing stocks or ETFs in safe sectors according to observable macro-economic tendancies.

Read Answer Asked by Jean-Yves on September 12, 2023

Q: Can I have your opinion on the pros and cons of investing in these public REITs vs. private REIT products from Skyline (Skyline Apartment REIT, Skyline Industrial REIT) or Centurion? Thank you.

Read Answer Asked by Gary & Lisa on September 12, 2023

Q: Hi 5i,
I'm mindful of your answers to recent questions about AP.UN (lukewarm response at best) but I do wonder;
Employers are said to be insisting more and more that employees get up, get showered, get dressed and get in to work at the office.
Pre-pandemic AP.UN was in the $50.00 range, and even in the midst of COVID it didn't drop as low as it is now - presently units are selling for $20 just as they were a decade ago. If it's accurate that working from home is on downslope, is there an upside for AP.UN that's not reflected in its current price - was it worth $50/unit in early 2020, or was that unsustainable even without COVID - and do you see any scenario where it might get back to, say, 2/3rds of its early 2020 value?
And just generally speaking - do you think office REITs are out of the woods if current trends continue (and if interest rates come down over the next year or so)?
Thanks,
Peter

Read Answer Asked by Peter on August 28, 2023