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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: With a record immigration numbers and very few pre-construction sales due to the spook that high rates have put into real estate investors, there is a massive shortage of new housing units that has yet to be felt by the market (in my opinion). I think this is a uniquely Canadian problem and wonder if you see any companies poised to outperform when rates are falling and housing starts begin to pick up? Could you name 3-4 companies that would benefit in different ways when the shortage of available housing starts to translate into a rapid increase in units built?
Read Answer Asked by Tim on March 18, 2024
Q: Hi - can you please give your perspective on why the shares have performed so poorly despite the company having such "sticky" tenants? I would have thought that the business would have been so predictable (due to the type of tenant) and therefore easy to "manage" into a reliable long term moderate growth company....but it hasn't. Going forward...do you think the sticky tenants offer a positive way forward for the company?
Read Answer Asked by Douglas on March 13, 2024
Q: Which REITs, either Canadian and/or US, are suggested for secure dividends and potential appreciation once interest rates settle. I asked this question several days ago but it much have fallen through the cracks. thanks A,
Read Answer Asked by alex on March 12, 2024
Q: On March 4 you wrote, "We do like the outlook for REITs and think that as rates stabilize and even decline, the sector should benefit. Out of the two REITs mentioned we like XRE better due to the bigger size and slightly lower expense ratio."

On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.

ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.

ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."

Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.

Thanks as always for your expertise.

Read Answer Asked by Richard on March 11, 2024
Q: BBU owns(last reported 28%) of Bre.Complete silence on Bre even though belongs to the famous BN group. and paying a great dividend,currently 9.45% for an extended period of time.Why?Please short comment on last Q results .When is the next report and estimated Rev.& Eps.Please comment on co.I have held it for a few years and at a current loss of of 14.7% Add,Hold or Sell. Txs for U usual great services & views
Read Answer Asked by Peter on March 11, 2024
Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Read Answer Asked by Ron on March 05, 2024
Q: What are your thoughts on SGR.UN's recent earnings, during the call management indicated that their rents are well below market rates, which provides upside potential as those rents are renegotiated. The payout ratio is high, however, if rents can be increased the payout ratio would fall. Would you be fine holding it here, or is it time to move on to something with a safer dividend? If so what income stock would you recommend replacing it with?
Read Answer Asked by T Michael on March 05, 2024
Q: I see there is a US law firm investigating the proposed takeover price for Tricon. They are looking for investors to talk to. Is this a usual occurrence?

What do you think about the US$11.25 per share valuation being offered?

This news only appears on the USD ticker’s page here on 5i (?).

https://ksfcounsel.com/cases/nyse-tcn/
Read Answer Asked by Lisa on March 05, 2024