Q: Another merger for TWO. Any thoughts on this one? Seems like all cash. Thanks again.
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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.
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RioCan Real Estate Investment Trust (REI.UN $21.79)
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SmartCentres Real Estate Investment Trust (SRU.UN $28.41)
Q: Hello 5i Team,
Between RioCan and SmartCentres, which would you prefer for an income portfolio? SRU pays a larger dividend, but is there any additional risk with it compared to RioCan?
How do the payout ratios and balance sheets compare?
Many thanks,
Brian
Between RioCan and SmartCentres, which would you prefer for an income portfolio? SRU pays a larger dividend, but is there any additional risk with it compared to RioCan?
How do the payout ratios and balance sheets compare?
Many thanks,
Brian
Q: Can you comment on their latest earnings, please? They’re still growing, but the share price has declined in the latest year. Is this related to AI threat like the SAAS ?
Q: Please comment on Dir.un lastest Q.Add,Hold or Sell.Txs for u usual great services & views
Q: Could you recommend a REIT that has potential for modest growth with a good stable dividend?
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H&R Real Estate Investment Trust (HR.UN $10.67)
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SmartCentres Real Estate Investment Trust (SRU.UN $28.41)
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Crombie Real Estate Investment Trust (CRR.UN $17.21)
Q: I want to bump my REIT holdings up a bit. I own the above three RIETs, which would you add to at this time? Thanks Ron
Q: Thoughts on latest quarter for mcan mkp
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Chartwell Retirement Residences (CSH.UN $21.05)
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Extendicare Inc. (EXE $31.81)
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Sienna Senior Living Inc. (SIA $22.59)
Q: Morning Troops. Years ago I bought EXE at around $7.00 and recently sold at $20.00, thinking that it wouldn't be able to match the huge run-up it had in 2025. Turns out I may have been wrong and I would like to get back into the senior care space. My question is; of the main players in the field, which one would you favour now and where do you see the industry going in the short to medium term. Cheers.
Q: Hi,
I noticed in March that this ETF reduced their payout for March and April from 8.9c to 8c.
Is that normal for the payout to change during the year?
I noticed in March that this ETF reduced their payout for March and April from 8.9c to 8c.
Is that normal for the payout to change during the year?
Q: I ve held this stock in my RRSP for a little growth and dividend for 10 years. I already have DIR.UN. is there a good replacement.
Thanks
Thanks
Q: With the price drop since it’s IPO, do you think it is fairly valued now or has more downside ahead?
Q: Hi 5i,
May I get your opinion on the CHP transaction to acquire $5.0B of First Capital REIT assets. Can you list some metrics that makes it attractive for CHP unit holders going forward?
Thank so much!
May I get your opinion on the CHP transaction to acquire $5.0B of First Capital REIT assets. Can you list some metrics that makes it attractive for CHP unit holders going forward?
Thank so much!
Q: Retirement Homes: for a person looking at this segment of the market and expecting growth to accelerate in the years, could you provide a list of 3 companies that you consider best of breed and positioned for aggressive growth and earnings in the years.
Can you also provide 2 ETF s that might be a better way to invest in this area.
Thanks
Can you also provide 2 ETF s that might be a better way to invest in this area.
Thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $34.31)
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Granite Real Estate Investment Trust (GRT.UN $92.22)
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Dream Industrial Real Estate Investment Trust (DIR.UN $14.25)
Q: Hello,
I own both CAR.UN and DIR.UN, am growing tired of watching CAR's share price steadily decline over the past 5 years.
Could you suggest a replacement for CAR.UN with a better growth profile, decent yield, not necessarily residential?
Thanks as always.
I own both CAR.UN and DIR.UN, am growing tired of watching CAR's share price steadily decline over the past 5 years.
Could you suggest a replacement for CAR.UN with a better growth profile, decent yield, not necessarily residential?
Thanks as always.
Q: Would you consider The Antrim Balanced Mortgage Fund (ABM103) a good fund to add to a portfolio for diversification in fixed income? It advertises a 7.5% yield.
Q: Hi Peter, I am a long time First Capital Reit holder. It is a full position for me. With the announcement of the Acquisition what would you recommend. The share price is $23.64 and the deal is valued at $24.40. I would appreciate your professional opinion. It looks like quite a gap between two prices.
Q: Please comment on co. and latest Q results.Buy,Sell or Hold.If sell,please provide 2 or 3 replacements.Txs for U usual great services & views
Q: Some are optimistic about Dir.un but how does one feel about the growth going forward?
Q: Looking at Dream Industrial REIT, I see that the P/E ratio is about 36, which I interpret as expensive, while the P/B ratio is about 0.8, which I would consider a bargain. Which is it? What am I missing?
Q: Ref : Patrick question on Monday:
“Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).”
Since ARE:CA has been a great performer in the last 5 years, I believe he is referring to ARE:US for real estate.
“Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).”
Since ARE:CA has been a great performer in the last 5 years, I believe he is referring to ARE:US for real estate.