Investment Q&A

Q: I understand that REITs and REIT ETFs are somewhat tax advantaged. Should these all be held in a registered account or can I hold some in taxable account. Thanks for your explanation!

Q: The news release talks about a "new" unit possibly being offered. I imagine this is likely to be less favourable than the current dividend. The current "trend " in real estate REITS seems to be to slash the yield and sell growth. Do you have any thoughts on this? Thanks.

Q: Just a comment about a previous question regarding increased cost for Reit's for insurance, cost are going up and whether increased rents will cover these increases could effect the bottom line. Below is an excerpt of a condo in BC.

The president of another Lower Mainland strata council is speaking out after getting served with a sky-high hike to his building’s insurance.
Mike Pauls lives in a year-old 26-storey building on Gladwin Road in Abbotsford — a structure so new, it doesn’t even show up in Google Street View.
In 2019, the building paid a $66,000 premium through insurance broker BFL. Last month, the strata council got its bill for 2020: A whopping 780 per cent increase to a premium of $588,000.
“Our jaws kind of dropped to the floor,” said Pauls.

Q: Good morning,

Could you please offer your views on the acquisitions by WPT Industrial ( apparently accretive?) as well as your opinion on the company, post acquisition.
Thank you

Q: Gentlemen,
I hold the above four REIT's. I plan to sell REI.UN. With the proceeds and new cash I would like to increase the HR.UN and BPY:US positions and add two additional REIT's. For these I am considering DIR.UN, FCR.UN, IIP.UN. or any of your suggestions. These 5 REIT's would represent 10% of my portfolio.
I appreciate you input.
Thank you,
Werner

Q: Hello,

In B.C. and Alberta, Condo Stratas are having difficulty obtaining insurance or insurance premiums are increased substantially. This appears due in part to some insurers leaving B.C. and the value of the properties increasing over the last several years making replacement cost expensive.

Would the REITS that operate in Western Canada have similar issues? I’d be concerned with owning a REIT that runs rental apartments but can’t get insurance on the building.
Looking at particular at CAR.UN and REI.UN.

Thanks

Q: After perusing their financial reports of yesterday, I am surprised at the drop in Sienna. While it wasn't any great improvement, I did not see any significant problems, and the payout ratio still is fine. I was hoping you might shed some clarity as to what might have caused this selloff?
Thanks!
Paul K

Q: Why is the huge drop today
Time to buy

Q: Could you comment on today's announcement that NVU.UN is to be acquired. Do you see the possibility of competing offers?

Q: As I look around the city where I am temporary, I see all these “tired older malls” with a huge footprint (buildings and parking lots) in well established neighbourhoods. Is it possible that the buying up of these might be a future development play?

Q: Hi can I have your take on this current acquisition
Kind regards
Stan

Q: Good day everyone
Your thoughts on WFC:CA

Q: Please comment on Q4 released on Feb 13.Txs for u usual great services & views

Q: buying malls and doubling down on malls later . on fundamentals so far does this look like a good strategy on your wealth of experience would you feel comfortable with this stock ,thanks.

Q: It is on 5I Tech Analysis on Nov 25 with a $7.70 B.O. It is the co's intention to buy back(BB) $100m worth of shares in 3 stages on "Tender Offer".1)On Aug 29/19 BB 4m shares @ $8 = $32m. 2)Feb 3(closing price $7.72) stated offer to purchase 4m shs @ $8.25(closed@ $7.91today) to commence on Feb 7 to Mar 16.(=$33m). 3)Later this year,will offer to BB $30-35m @ min. $8.50. My 2questions 1)should I tender my shares knowing that there is a higher offer @ $8.50 later in the year plus a current 5.08% yield.?Alternatively,I can tender & buy(hopefully at a better price) at a later date. 2)If I buy more shares the next few days(today's price of $7.91 lower than offer price of $8.25),do they qualify for the $8.25 tender offer? Please advise. Also please comment on the Q results released today after close of market. Txs for u usual great services & views

Q: I own Boardwalk and Interrent REITs. I have nice gains in both. Boardwalk finally seems to have some momentum behind it after languishing for a few years. With a solid quarterly release in the next couple of weeks, do you think it can continue to move higher and get back to the $60's. They keep saying they are trying to diversify the portfolio, but no major moves yet out of Alberta. Alberta's economy is doing better, but the name will always be attached to oil until they diversify throughout the country. Thoughts?

Thanks,
Jason

Q: What are your views on Industrial REITs on the TSX? Any Favourites? 5 year time horizon, seeking safety and income. Thank you

Q: Could you comment please on the Ontario Superior Court decision of February 10th,not to hear the Town of Oakville's applications blocking TWC's hearing with LPAT.Does the Town have further recourse or will the LPAT hearings proceed?
Thanks
Bob Rose

Q: What's your view of this REIT?

Q: How do you rate these 3 REITs, Cold being an American Reit that’s had successful growth in the states compared to Car.un and IIP.un in Canada?

Thnx for the awesome service!!👍